Page 2 - Marks Wealth News Today

Sigma Planning Corp cut its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 64.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,945 shares of the exchange traded fund’s stock after selling 81,894 shares during the quarter. SPDR […]

Andrew Hill Investment Advisors Inc. acquired a new position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 5,748 shares of the exchange traded fund’s stock, valued at approximately $1,099,000. Several other institutional investors […]

E&G Advisors LP cut its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 14.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 15,786 shares of the exchange traded fund’s stock after selling 2,651 shares during the period. SPDR Gold Shares makes up 1.1% of E&G Advisors LP’s portfolio, making the stock […]

Madrona Financial Services LLC reduced its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 20.5% in the 4th quarter, HoldingsChannel reports. The firm owned 1,723 shares of the exchange traded fund’s stock after selling 445 shares during the quarter. Madrona Financial Services LLC’s holdings in SPDR Gold Shares were worth $329,000 as of […]

Total Clarity Wealth Management Inc. reduced its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,431 shares of the exchange traded fund’s stock after selling 109 shares […]

Pallas Capital Advisors LLC lowered its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,781 shares of the exchange traded fund’s stock after selling 473 shares during the […]

Mayflower Financial Advisors LLC decreased its holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 36.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,905 shares of the company’s stock after selling 3,982 shares during the period. […]

PFG Advisors boosted its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 29.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,934 shares of the exchange traded fund’s stock after purchasing an additional 5,941 […]

Prosperity Bancshares, Inc. (NYSE:PB – Get Free Report) has received a consensus rating of “Moderate Buy” from the twelve ratings firms that are covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, three have issued a hold recommendation, seven have given a buy recommendation and one has assigned […]

Beck Bode LLC decreased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 55,802 shares of the company’s stock after selling 2,134 shares during the period. Beck Bode LLC’s holdings […]