Page 45 - Wealth Managers News Today

Valley Wealth Managers Inc. trimmed its position in iShares iBonds Dec 2023 Term Corporate ETF (NYSEARCA:IBDO – Free Report) by 9.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 47,470 shares of the company’s stock after selling 4,889 shares during the quarter. Valley […]

1ST Source Bank trimmed its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 7.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 36,546 shares of the financial services provider’s stock after selling 2,836 shares during the period. 1ST Source Bank’s […]

Watchman Group Inc. purchased a new position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 64,601 shares of the company’s stock, valued at approximately $2,814,000. Watchman Group Inc. owned […]

Valley Wealth Managers Inc. grew its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 3.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,107 shares of the company’s stock after purchasing an additional 72 shares during the period. […]

Shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Get Free Report) hit a new 52-week high during trading on Wednesday . The company traded as high as $29.89 and last traded at $29.84, with a volume of 160611 shares. The stock had previously closed at $29.74. Dimensional U.S. Core Equity 2 ETF Trading […]

Landstar System (NASDAQ:LSTR – Get Free Report) had its price objective reduced by Stifel Nicolaus from $171.00 to $166.00 in a report issued on Friday, Benzinga reports. The brokerage presently has a “hold” rating on the transportation company’s stock. Stifel Nicolaus’ target price would suggest a potential downside of 13.49% from the company’s previous close. […]

Cantor Fitzgerald reiterated their overweight rating on shares of Eli Lilly and Company (NYSE:LLY – Free Report) in a research note issued to investors on Tuesday, Benzinga reports. The firm currently has a $630.00 price target on the stock. Other research analysts also recently issued research reports about the company. Deutsche Bank Aktiengesellschaft assumed coverage […]

Eli Lilly and Company (NYSE:LLY – Free Report) had its price objective lifted by Barclays from $630.00 to $680.00 in a research report sent to investors on Tuesday, Benzinga reports. They currently have an overweight rating on the stock. A number of other research firms also recently issued reports on LLY. Bank of America boosted […]

Since started operations in April 2023, Bengaluru will be the 6th office alongside Gurugram, Mumbai, Agra, Lucknow and Kanpur offices

Get latest articles and stories on Business at LatestLY. Bengaluru (Karnataka) [India], January 19: Centricity, a Gurugram-based wealthtech startup, proudly announces the grand inauguration of its new office in Bengaluru, expanding its footprint into the south market. Strategically located on the bustling Church Street, it will cater to a diverse set of requirements in wealth management and financial product distribution across the region. Centricity has started hiring select talent across a ra...