Wealthquest Corp News Today

TD Securities cut shares of Wheaton Precious Metals (NYSE:WPM – Free Report) from a buy rating to a hold rating in a report released on Wednesday morning, MarketBeat Ratings reports. They currently have $51.00 target price on the stock, down from their prior target price of $58.00. A number of other equities research analysts have […]

IShares MSCI EAFE Growth ETF (BATS:EFG – Get Free Report)’s share price reached a new 52-week high during trading on Tuesday . The company traded as high as $100.62 and last traded at $100.18, with a volume of 454890 shares traded. The stock had previously closed at $99.93. iShares MSCI EAFE Growth ETF Stock Up […]

It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer.

Chicago Partners Investment Group LLC lowered its stake in Innovator U.S. Equity Buffer ETF – July (BATS:BJUL – Free Report) by 18.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,683 shares of the company’s stock after selling 1,315 shares during the […]

Maltese Capital Management LLC reduced its holdings in Civista Bancshares, Inc. (NASDAQ:CIVB – Free Report) by 0.5% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 194,393 shares of the bank’s stock after selling 907 shares during the period. Civista Bancshares makes up 1.2% […]

Commonwealth Equity Services LLC boosted its holdings in shares of Innovator U.S. Equity Buffer ETF – January (BATS:BJAN – Free Report) by 5.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 430,908 shares of the company’s stock after purchasing an additional 23,568 shares […]

Robertson Stephens Wealth Management LLC decreased its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 24.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,754 shares of the company’s stock after selling 20,992 shares during the […]

Vista Private Wealth Partners. LLC lowered its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 14.6% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 44,315 shares of the company’s stock after selling 7,570 shares during the quarter. […]

Bellwether Advisors LLC decreased its stake in shares of Innovator U.S. Equity Buffer ETF – July (BATS:BJUL – Free Report) by 1.8% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 75,642 shares of the company’s stock after selling 1,410 shares during the period. Bellwether Advisors […]

Wealthquest Corp purchased a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,019 shares of the information services provider’s stock, valued at approximately $210,000. Several other institutional investors have also recently added to […]