How higher interest rates impact your investments: the good … and not-so-good nanaimobulletin.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from nanaimobulletin.com Daily Mail and Mail on Sunday newspapers.
/PRNewswire/ -- Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, proudly welcomes Ethan...
Phoenix Wealth Advisors lifted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,665 shares of the information services provider’s stock after acquiring an additional 145 shares during the quarter. […]
Burt Wealth Advisors lessened its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,925 shares of the oil and gas company’s stock after selling 100 shares during the quarter. Burt […]
Phoenix Wealth Advisors decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,474 shares of the financial services provider’s stock after selling 221 shares during the period. JPMorgan Chase & Co. […]
Burt Wealth Advisors raised its stake in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,377 shares of the company’s stock after acquiring an additional 474 […]
Burt Wealth Advisors lessened its stake in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 6.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 12,699 shares of the company’s stock after selling 900 shares during the period. Burt Wealth Advisors’ holdings in Palantir Technologies were […]
Burt Wealth Advisors reduced its stake in shares of Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 7.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,068 shares of the transportation company’s stock after selling 162 shares during the quarter. Burt Wealth […]
Burt Wealth Advisors Sells 1,120 Shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Burt Wealth Advisors cut its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,336 shares of the company’s stock after selling 215 shares during the quarter. Burt Wealth Advisors’ holdings […]