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Traveka Wealth LLC Acquires New Stake in iShares California Muni Bond ETF (NYSEARCA:CMF)

Traveka Wealth LLC acquired a new stake in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 92,148 shares of the company’s stock, valued at approximately $5,339,000. iShares California Muni Bond ETF comprises approximately 2.7% of […]
United States Traveka Wealth Shaughnessy Asset Management Curtis Advisory Group Financial Management Network Inc Apella Capital

Builder Investment Group Inc. ADV Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)

Builder Investment Group Inc. ADV trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,270 shares of the financial services provider’s stock after selling 100 shares during the quarter. Builder Investment Group Inc. […]
Peter Scher Deutsche Bank Aktiengesellschaft Sendero Wealth Management Curbstone Financial Management Corp Consumer Community Banking Wells Fargo Company

JPMorgan Chase & Co. (NYSE:JPM) Stock Price Up 0.5% on Analyst Upgrade

JPMorgan Chase & Co. (NYSE:JPM) shares traded up 0.5% on Friday after Evercore ISI raised their price target on the stock from $188.00 to $210.00. Evercore ISI currently has an outperform rating on the stock. JPMorgan Chase & Co. traded as high as $196.82 and last traded at $196.68. 1,628,434 shares changed hands during trading, […]
Stacey Friedman Piper Sandler Peter Scher Securities Exchange Commission Financial Management Network Inc Curbstone Financial Management Corp

JPMorgan Chase & Co. (NYSE:JPM) Trading Up 0.9% Following Analyst Upgrade

JPMorgan Chase & Co. (NYSE:JPM) rose 0.9% on Thursday after Evercore ISI raised their price target on the stock from $188.00 to $210.00. Evercore ISI currently has an outperform rating on the stock. JPMorgan Chase & Co. traded as high as $199.68 and last traded at $198.98. Approximately 2,524,144 shares were traded during trading, a […]
United States Piper Sandler Jpmorgan Chase Co Corporate Investment Bank Financial Management Network Inc Intrepid Capital Management Inc
Source: wkrb13.com

Capital Group Growth ETF (NYSEARCA:CGGR) Shares Sold by Total Clarity Wealth Management Inc.

Total Clarity Wealth Management Inc. cut its position in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 3.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,091 shares of the company’s stock after selling 426 shares during the quarter. Total […]
Lincoln Capital Capital Group Advisory Services Financial Management Network Inc Clarity Wealth Management Inc Exchange Commission

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Capital Group Growth ETF (NYSEARCA:CGGR) Shares Sold by Total Clarity Wealth Management Inc.

Total Clarity Wealth Management Inc. cut its position in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 3.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,091 shares of the company’s stock after selling 426 shares during the quarter. Total […]
Bridge Advisory News Ratings For Capital Group Growth Company Profile Quarter For Capital Group Growth Raymond James Trust Capital Group Growth
Source: wkrb13.com

Black Swift Group LLC Sells 3,150 Shares of Eli Lilly and Company (NYSE:LLY)

Black Swift Group LLC decreased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 39.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,850 shares of the company’s stock after selling 3,150 shares during the period. Black […]
United States Eli Lilly Swift Group Wealth Management First Citizens Bank Trust Co Company Daily

The Goldman Sachs Group, Inc. (NYSE:GS) Shares Acquired by Bell Bank

Bell Bank lifted its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 15.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,037 shares of the investment management company’s stock after buying an additional 142 […]
Philipr Berlinski Denisp Coleman Goldman Sachs Group Stock Performance Bell Bank Essex Savings Bank Securities Exchange Commission

Financial Management Network Inc. Grows Stake in Fidelity Fundamental Large Cap Growth ETF (BATS:FGRO)

Financial Management Network Inc. increased its holdings in Fidelity Fundamental Large Cap Growth ETF (BATS:FGRO – Free Report) by 4.2% during the fourth quarter, Holdings Channel reports. The firm owned 177,520 shares of the company’s stock after acquiring an additional 7,078 shares during the quarter. Fidelity Fundamental Large Cap Growth ETF makes up 1.0% of […]
Holdings Channel Royal Bank Mercer Global Advisors Inc Advisors Inc Susquehanna International Group Company Profile

Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Bought by Financial Management Network Inc.

Financial Management Network Inc. boosted its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 24.2% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 25,550 shares of the exchange traded fund’s stock after purchasing an additional 4,984 shares during the period. Financial Management […]
Vanguard Group Inc Brown Brothers Harriman Co Cibc World Market Inc Financial Management Network Inc Ironwood Wealth Management Financial Management Network

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