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Next Level Private LLC Makes New $221,000 Investment in The Goldman Sachs Group, Inc. (NYSE:GS)

Next Level Private LLC purchased a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 574 shares of the investment management company’s stock, valued at approximately $221,000. Several other institutional investors and […]
United Kingdom Philipr Berlinski Denisp Coleman Truvestments Capital Jpmorgan Chase Co Goldman Sachs Group Dividend Announcement
Source: wkrb13.com

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Sold by Next Level Private LLC

Next Level Private LLC reduced its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 7.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,665 shares of the company’s stock after selling 449 shares during the period. Next […]
Cap Value Index Fund Blackrock Inc Level Private Investment Advisory Services Inc Visionpoint Advisory Group Exchange Commission
Source: wkrb13.com

Northstar Advisory Group LLC Sells 204 Shares of Exxon Mobil Co. (NYSE:XOM)

Northstar Advisory Group LLC trimmed its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,555 shares of the oil and gas company’s stock after selling 204 shares during the […]
United States Piper Sandler Darrinl Talley Redburn Atlantic Highland Capital Management Exxon Mobil Corporation

AT&T Inc. (NYSE:T) Shares Acquired by MJP Associates Inc. ADV

MJP Associates Inc. ADV raised its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 22.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,725 shares of the technology company’s stock after buying an additional 3,415 shares during […]
United States Mjp Associates Inc Associates Inc Level Private Roberts Wealth Advisors Exchange Commission

Northstar Advisory Group LLC Sells 204 Shares of Exxon Mobil Co. (NYSE:XOM)

Northstar Advisory Group LLC trimmed its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,555 shares of the oil and gas company’s stock after selling 204 shares during the […]
United States Piper Sandler Darrinl Talley Redburn Atlantic Exxon Mobil Corporation Exxon Mobil
Source: wkrb13.com

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First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) Shares Sold by SFG Wealth Management LLC.

SFG Wealth Management LLC. trimmed its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 3.9% during the third quarter, HoldingsChannel reports. The institutional investor owned 8,068 shares of the company’s stock after selling 325 shares during the quarter. SFG Wealth Management LLC.’s holdings in First Trust NASDAQ Rising […]
First Trust Rising Dividend Achievers First Trust Wealth Management Sfg Wealth Management News Ratings For First Trust Capital Advisory Group Services
Source: wkrb13.com

First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) Stock Holdings Trimmed by PFG Advisors

PFG Advisors lowered its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 5.4% during the 3rd quarter, Holdings Channel reports. The fund owned 197,140 shares of the company’s stock after selling 11,342 shares during the period. First Trust NASDAQ Rising Dividend Achievers makes up approximately 0.8% of PFG […]
Quarter For First Trust First Trust Holdings Channel Level Private Capital Advisory Group Services Exchange Commission

REMEMBERING LOVED ONES - Westfair Communications

Westchester Hills Golf Club in White Plains was filled with community members and business leaders who came together to celebrate life and the holiday season during Hospice of Westchester’s (HOW) 22nd annual “Tree of Life” reception Nov. 30. Guests who purchased a gold star in memory or in honor of a loved one placed the […]
Michele Fraser Geller Maryk Spengler Hildegarded Becher Foundation Inc Ross Mailing Services Inc Level Private Cuddy Feder

Elevated Capital Advisors LLC Acquires New Holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

Elevated Capital Advisors LLC acquired a new stake in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund acquired 21,283 shares of the company’s stock, valued at approximately $1,002,000. Other institutional investors and hedge funds have also added to or reduced their stakes in the company. […]
First Trust Capital Advisory Group Services First Trust Rising Dividend Achievers News Ratings For First Trust Whitaker Myers Wealth Managers Level Private

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