Page 39 - Financial Network News Today

GPS Wealth Strategies Group LLC boosted its holdings in Edwards Lifesciences Co. (NYSE:EW – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,072 shares of the medical research company’s stock after acquiring an additional 336 shares during the quarter. GPS […]

TLW Wealth Management LLC boosted its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 94,654 shares of the information services provider’s stock after purchasing an additional 665 shares during the period. Alphabet accounts for approximately 9.5% of TLW Wealth Management LLC’s […]

Cedar Brook Financial Partners LLC lifted its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 37.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,019 shares of the exchange traded fund’s stock after purchasing an additional 545 […]

Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Get Free Report) hit a new 52-week high during mid-day trading on Thursday . The stock traded as high as $93.84 and last traded at $93.65, with a volume of 145959 shares trading hands. The stock had previously closed at $93.16. Schwab U.S. Large-Cap Growth ETF […]

Oak Harvest Investment Services purchased a new position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 737 shares of the exchange traded fund’s stock, valued at approximately $223,000. Other institutional investors also […]

Rockline Wealth Management LLC acquired a new position in Accenture plc (NYSE:ACN – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 619 shares of the information technology services provider’s stock, valued at approximately $217,000. Several other institutional investors also recently […]

CoreFirst Bank & Trust lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 88.6% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,654 shares of the company’s stock after purchasing an additional 777 shares during the period. CoreFirst Bank […]

A historic building in town is getting a major facelift and a repurpose.

Invst LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 18.5% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 198,027 shares of the company’s stock after acquiring an additional 30,858 shares during the period. iShares Core S&P 500 ETF comprises about 12.3% of Invst LLC’s […]

WALTHAM, Mass., February 28, 2024--Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Tupelo Wealth Partners, headquartered in Harleysville, Pennsylvania, to its network of independent financial advisors. Formerly with Lincoln Investment, Les Benzak, CFP®, EA, John Gallagher, CFP®, AIF®, and Lynn Craig, CFP®, bring with them nearly $384 million in client assets...