Edelman snaps up $453M investment advisory firm investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
Edelman Adds $453M Soundmark Wealth Management wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
Soundmark Wealth Management LLC Makes New Investment in Visa Inc. (NYSE:V) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Soundmark Wealth Management LLC acquired a new stake in shares of Oracle Co. (NYSE:ORCL – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,582 shares of the enterprise software provider’s stock, valued at approximately $273,000. A […]
Soundmark Wealth Management LLC lifted its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 10.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 58,540 shares of the company’s stock after purchasing an additional […]