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Page 9 - Segment Wealth Management News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Aspiriant LLC Buys New Shares in Ameriprise Financial, Inc (NYSE:AMP)

Aspiriant LLC bought a new stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 811 shares of the financial services provider’s stock, valued at approximately $308,000. Several other institutional investors have also recently added to […]

Janiczek Wealth Management LLC Boosts Holdings in Arthur J Gallagher & Co (NYSE:AJG)

Janiczek Wealth Management LLC boosted its position in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 2.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,923 shares of the financial services provider’s stock after purchasing an additional 280 shares […]

Soltis Investment Advisors LLC Acquires New Shares in CrowdStrike Holdings, Inc (NASDAQ:CRWD)

Soltis Investment Advisors LLC acquired a new stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 1,104 shares of the company’s stock, valued at approximately $282,000. A number of other large investors have also recently added to or reduced their stakes in the business. Vivid […]

Segment Wealth Management LLC Has $202,000 Holdings in RTX Co (NYSE:RTX)

Segment Wealth Management LLC decreased its holdings in shares of RTX Co. (NYSE:RTX – Free Report) by 25.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,403 shares of the company’s stock after selling 820 shares during the quarter. […]

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