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17,745 Shares in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Bought by BCU Wealth Advisors LLC

BCU Wealth Advisors LLC bought a new stake in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 17,745 shares of the company’s stock, valued at approximately $896,000. iShares Treasury […]

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Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Purchased by Dakota Wealth Management

Dakota Wealth Management boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 36.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 44,750 shares of the company’s stock after purchasing an additional 11,838 shares during the period. […]

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Commonwealth Expands Advisor Access to Alternative Investments with iCapital Partnership

Commonwealth Expands Advisor Access to Alternative Investments with iCapital Partnership
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Keystone Financial Group Cuts Stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Keystone Financial Group reduced its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 5.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 8,106 shares of the company’s stock after selling 433 shares during the period. Keystone Financial Group’s holdings in iShares Core Total USD Bond Market […]

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TSA Wealth Managment LLC Makes New $11.57 Million Investment in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

TSA Wealth Managment LLC acquired a new position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 251,116 shares of the company’s stock, valued at approximately $11,569,000. iShares Core Total USD Bond Market ETF accounts for about 5.4% of TSA Wealth Managment LLC’s […]

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Financial presentations highlight busy board meeting

With the passing of Fennimore Community School District General Obligation Bonds Referendum, a great deal of the Fennimore School Board meeting on Wednesday, May 1, (rescheduled from April 24), was spent discussing the next steps of the process. Two financial presentations were made, one by John Major, Vice President - Government and Institutional Funds, with American Deposit Management, and Josh Barbian, Associate Vice President, Investment Services, with PMA Financial Network, LLC. Both companies are based in the Milwaukee area.

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Scilex Holding (NASDAQ:SCLX) Director Jay Chun Purchases 57,500 Shares

Scilex Holding (NASDAQ:SCLX – Get Free Report) Director Jay Chun acquired 57,500 shares of the business’s stock in a transaction dated Friday, May 17th. The stock was acquired at an average cost of $0.90 per share, with a total value of $51,750.00. Following the purchase, the director now directly owns 102,500 shares in the company, […]

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Western Asset Global High Income Fund Inc. (NYSE:EHI) Short Interest Up 20.3% in April

Western Asset Global High Income Fund Inc. (NYSE:EHI – Get Free Report) was the recipient of a large increase in short interest during the month of April. As of April 30th, there was short interest totalling 27,900 shares, an increase of 20.3% from the April 15th total of 23,200 shares. Based on an average daily […]

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Marsh & McLennan Companies, Inc. (NYSE:MMC) Receives $207.69 Average Price Target from Analysts

Marsh & McLennan Companies, Inc. (NYSE:MMC) Receives $207.69 Average Price Target from Analysts
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