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December 19, 2023
Paradigm Financial Partners LLC trimmed its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 1.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 28,014 shares of the company’s stock after selling 379 shares during the quarter. Paradigm Financial Partners LLC’s […]
December 19, 2023
Alliance Wealth Advisors LLC grew its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,417 shares of the exchange traded fund’s stock after purchasing an additional 144 shares during the […]
December 19, 2023
Hibernia Wealth Partners LLC purchased a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 4,520 shares of the exchange traded fund’s stock, valued at approximately $177,000. […]
December 10, 2023
Cahill Financial Advisors Inc. decreased its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 0.5% during the 2nd quarter, HoldingsChannel reports. The fund owned 33,292 shares of the exchange traded fund’s stock after selling 166 shares during the period. Cahill Financial Advisors Inc.’s holdings in iShares Core High Dividend […]
November 27, 2023
Financial advisors must understand their clients' motivations before shaping their behaviour
November 27, 2023
Financial advisors must understand their clients' motivations before shaping their behaviour
November 26, 2023
Kestra Advisory Services LLC purchased a new position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – April (NYSEARCA:GAPR – Free Report) in the second quarter, HoldingsChannel.com reports. The firm purchased 319,209 shares of the company’s stock, valued at approximately $9,918,000. Other hedge funds and other institutional investors have also bought and sold shares […]
October 24, 2023
Daiwa Securities Group Inc. decreased its holdings in shares of Paramount Global (NASDAQ:PARA – Free Report) by 9.5% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 55,566 shares of the company’s stock after selling 5,835 shares during the period. Daiwa Securities Group Inc.’s holdings in Paramount Global […]
October 22, 2023
Delos Wealth Advisors LLC grew its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 4.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 11,432 shares of the exchange traded fund’s stock after buying an additional 480 shares during the quarter. SPDR Gold Shares accounts for […]
October 21, 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA reduced its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 4.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,943 shares of the company’s stock after selling […]