Strata Wealth Advisors LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,928 shares of the company’s stock after purchasing an additional 98 shares during the […]
Vestor Capital LLC reduced its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 75,186 shares of the exchange traded fund’s stock after selling 2,427 shares during the period. […]
Landaas & Co. WI ADV grew its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 7.2% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 363,838 shares of the company’s stock after acquiring an additional 24,335 shares during the quarter. iShares Treasury Floating Rate Bond ETF […]
Strata Wealth Advisors LLC lowered its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 8.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,816 shares of the credit-card processor’s stock after selling 347 shares during the period. Visa makes up […]
Strata Wealth Advisors LLC purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 8,411 shares of the company’s stock, valued at approximately $462,000. A number of other institutional investors […]
How we compiled this list: We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary actions. Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 15, 2020). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 43 that applied, 33 firms and teams were selected.