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Client 1ST Advisory Group LLC Increases Stock Position in Mastercard Incorporated (NYSE:MA)

Client 1ST Advisory Group LLC boosted its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 7.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,384 shares of the credit services provider’s stock after acquiring an additional 158 shares during […]

United-states
Craig-vosburg
Piper-sandler
Northern-trust-corp
Ameriprise-financial-inc
Capital-international-investors
Mastercard-incorporated
Exchange-commission
Morgan-stanley
Foundation-mastercard
Capital-research-global-investors
Norges-bank

Client 1ST Advisory Group LLC Has $658,000 Stake in Meta Platforms, Inc. (NASDAQ:META)

Client 1ST Advisory Group LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,859 shares of the social networking company’s stock after purchasing an additional 180 shares during […]

Javier-olivan
Jennifer-newstead
Roth-mkm
Piper-sandler
Cranbrook-wealth-management
Exchange-commission
Facebook
Nasdaq
Instagram
Meta-platforms-inc
Beaird-harris-wealth-management
Quest-partners

Client 1ST Advisory Group LLC Trims Stock Position in Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ)

Client 1ST Advisory Group LLC trimmed its stake in Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ – Free Report) by 23.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 21,199 shares of the company’s stock after selling 6,623 shares during the period. Client 1ST Advisory Group […]

Cambridge
Cambridgeshire
United-kingdom
Wealth-management
St-advisory-group
Cape-investment-advisory-inc
Financial-network-inc
Charles-schwab
Cambridge-investment-research-advisors-inc
Corporate-bond
Free-report

Meta Platforms, Inc. (NASDAQ:META) Shares Acquired by Client 1ST Advisory Group LLC

Client 1ST Advisory Group LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,859 shares of the social networking company’s stock after purchasing an additional 180 shares […]

California
United-states
Stockton
United-kingdom
Andrew-bosworth
Jennifer-newstead
Stifel-nicolaus
Asset-management-united-kingdom-ltd
Meta-platforms-inc
Instagram
Securities-exchange-commission
St-advisory-group

Client 1ST Advisory Group LLC Decreases Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Client 1ST Advisory Group LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 9.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,028 shares of the exchange traded fund’s stock after selling 723 shares during the period. […]

United-states
Company-profile
Index-fund
Zhang-financial
Lowe-brockenbrough-co
St-advisory-group
Exchange-commission
Fusion-family-wealth
Stockman-wealth-management-inc
Shares-core-sp-small-cap
Free-report

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