Align Wealth Management News Today

Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year.

Family firm leaves Raymond James to launch independent RIA, Edelman Financial picks up $225M firm in 1st deal of year, and 7 other deals announced this week.

Edelman Financial Engines has acquired Oklahoma City-based Align Wealth Management, an RIA that manages $425 million, Edelman announced.

Stratos Wealth Advisors LLC lifted its holdings in Stryker Co. (NYSE:SYK – Free Report) by 1.0% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 3,632 shares of the medical technology company’s stock after acquiring an additional 37 shares during the quarter. Stratos Wealth Advisors […]

Ninety One North America Inc. raised its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 2.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,672 shares of the medical technology company’s stock after buying an […]

Middleton & Co. Inc. MA cut its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 0.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 26,583 shares of the medical technology company’s stock after selling 244 shares during […]

RHS Financial LLC boosted its stake in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 54.9% during the 1st quarter, HoldingsChannel reports. The fund owned 3,327 shares of the company’s stock after buying an additional 1,179 shares during the period. RHS Financial LLC’s holdings in Fidelity MSCI Information Technology Index ETF were […]

Werba Rubin Papier Wealth Management decreased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 11.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,009 shares of the company’s stock after selling 5,080 shares during […]

RHS Financial LLC boosted its holdings in shares of Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 54.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,327 shares of the company’s stock after purchasing an additional 1,179 shares during the […]

Patten & Patten Inc. TN increased its position in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 5.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,794 shares of the company’s stock after acquiring an additional 91 shares during the […]