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CreativeOne Wealth LLC Makes New $235,000 Investment in The PNC Financial Services Group, Inc. (NYSE:PNC)

CreativeOne Wealth LLC bought a new stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 1,515 shares of the financial services provider’s stock, valued at approximately $235,000. Several other institutional […]
United States Richard Kevin Bynum Northern Trust Corp Financial Services Group Company Profile Norges Bank Creativeone Wealth

CreativeOne Wealth LLC Sells 54 Shares of SBA Communications Co. (NASDAQ:SBAC)

CreativeOne Wealth LLC decreased its position in shares of SBA Communications Co. (NASDAQ:SBAC – Free Report) by 5.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 957 shares of the technology company’s stock after selling 54 shares during the quarter. CreativeOne Wealth LLC’s […]
Marys Chan Communications Dividend Announcement Communications Stock Down Royal Bank Communications Daily Communications Company Profile

CreativeOne Wealth LLC Takes $202,000 Position in Alerian MLP ETF (NYSEARCA:AMLP)

CreativeOne Wealth LLC acquired a new position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 4,748 shares of the exchange traded fund’s stock, valued at approximately $202,000. A number of other institutional investors have […]
United States Master Limited Partnership Creativeone Wealth Financial Sense Advisors Inc York Mellon Corp Wealthspire Advisors

CreativeOne Wealth LLC Sells 4,063 Shares of iShares Silver Trust (NYSEARCA:SLV)

CreativeOne Wealth LLC trimmed its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 25.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,746 shares of the exchange traded fund’s stock after selling 4,063 shares during the quarter. CreativeOne Wealth LLC’s holdings in […]
Silver Trust Silver Trust Daily Creativeone Wealth Exchange Commission Visionpoint Advisory Group Wealth Management

2,985 Shares in VanEck Morningstar Wide Moat ETF (BATS:MOAT) Purchased by CreativeOne Wealth LLC

CreativeOne Wealth LLC purchased a new stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 2,985 shares of the company’s stock, valued at approximately $253,000. Several other hedge funds have also recently bought and […]
Providence Capital Advisors Income Strategies Addison Advisors Creativeone Wealth Vaneck Morningstar Wide Moat Free Report

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Assetmark Inc. Sells 383 Shares of Target Co. (NYSE:TGT)

Assetmark Inc. cut its position in shares of Target Co. (NYSE:TGT – Free Report) by 3.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,482 shares of the retailer’s stock after selling 383 shares during the quarter. Assetmark Inc.’s holdings in Target were […]
United States Brianc Cornell Melissak Kremer Creativeone Wealth Royal Bank Exchange Commission

Consolidated Edison, Inc. (NYSE:ED) Shares Acquired by TCW Group Inc.

TCW Group Inc. raised its stake in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 50.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,550 shares of the utilities provider’s stock after purchasing an additional 6,597 shares during the period. TCW Group […]
Westchester County New York United States Commerce Bank Group Inc Royal Bank
Source: wkrb13.com

Advisory Services Network LLC Purchases 2,848 Shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU)

Advisory Services Network LLC raised its position in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 75,653 shares of the company’s stock after purchasing an additional 2,848 […]
Orion Portfolio Solutions Creativeone Wealth Securities Exchange Commission Sigfig Wealth Management Assetmark Inc Advisory Services Network

Nomura Asset Management Co. Ltd. Sells 161,700 Shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)

Nomura Asset Management Co. Ltd. cut its position in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 12.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,190,900 shares of the company’s stock after selling 161,700 shares during the quarter. Nomura […]
United Kingdom United Kingdom General Cambridge Investment Research Advisors Inc Exchange Commission Creativeone Wealth Us Bancorp

Westfield Capital Management Co. LP Buys 416,911 Shares of MGM Resorts International (NYSE:MGM)

Westfield Capital Management Co. LP lifted its stake in shares of MGM Resorts International (NYSE:MGM – Free Report) by 21.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,401,407 shares of the company’s stock after acquiring an additional 416,911 shares during […]
United States Las Vegas Keitha Meister Danielj Taylor Franklin Resources Inc Westfield Capital Management Co
Source: wkrb13.com

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