Page 2 - Appleton Group News Today

Appleton Group LLC acquired a new stake in CVS Health Co. (NYSE:CVS – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 3,618 shares of the pharmacy operator’s stock, valued at approximately $250,000. A number of other hedge funds and other institutional investors also […]

Appleton Group LLC acquired a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 993 shares of the Internet television network’s stock, valued at approximately $437,000. Netflix comprises about 0.6% of Appleton Group […]

Appleton Group LLC acquired a new position in Pfizer Inc. (NYSE:PFE – Free Report) in the 2nd quarter, Holdings Channel reports. The firm acquired 7,015 shares of the biopharmaceutical company’s stock, valued at approximately $257,000. Pfizer comprises approximately 0.4% of Appleton Group LLC’s holdings, making the stock its 29th biggest holding. Several other large investors […]

AlphaStar Capital Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 19.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 991,913 shares of the company’s stock after acquiring an additional 163,649 shares during […]

SP Asset Management LLC reduced its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 28.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,695 shares of the company’s stock after selling 3,910 shares during the period. SP Asset Management LLC’s […]

Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.

NFP grew wealth and retirement, R&R joined Commonwealth, tru Independence launched 44 North and Johnson Financial, LPL and Kestra all made announcements.

By acquiring the Appleton business, Johnson Financial Group says it will expand its footprint in Northeast Wisconsin.

Johnson Financial Group plans to expand its northeastern Wisconsin presence with the acquisition of The Appleton Group, a registered investment advisor with $210 million in assets under management.

Appleton Group LLC lowered its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 7.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 15,497 shares of the company’s stock after selling 1,159 shares during the period. Schwab U.S. Mid-Cap ETF […]