Page 28 - Wealthsource Partners News Today

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Featured in this week’s deal roundup: OneDigital’s RIA, Carson Wealth, SteelPeak Advisors and affiliates of both Kestra PWS and Focus Financial.

Forbes Financial Planning Inc. decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 69,837 shares of the company’s stock after selling 486 shares during the quarter. iShares Core […]

Astoria Strategic Wealth Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 253,432 shares of the company’s stock after acquiring an additional 1,139 shares during […]

Putnam Premier Income Trust (NYSE:PPT – Get Free Report) announced a monthly dividend on Tuesday, January 30th, Wall Street Journal reports. Shareholders of record on Friday, March 22nd will be paid a dividend of 0.026 per share by the investment management company on Monday, April 1st. This represents a $0.31 annualized dividend and a yield […]

OneDigital Investment Advisors has acquired WealthSource Partners, a registered investment advisor firm with about $2 billion in assets under management. The…

Van Hulzen Asset Management LLC trimmed its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 111,668 shares of the company’s stock after selling 3,541 shares during the quarter. Van Hulzen Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond […]

HBK Sorce Advisory LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 11.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,017 shares of the company’s stock after selling 3,122 shares […]

D.R. Horton (NYSE:DHI – Get Free Report) had its price target lifted by investment analysts at JMP Securities from $140.00 to $170.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The firm presently has a “market outperform” rating on the construction company’s stock. JMP Securities’ target price indicates a potential […]

D.R. Horton (NYSE:DHI – Free Report) had its target price trimmed by Keefe, Bruyette & Woods from $175.00 to $172.00 in a research report released on Wednesday morning, Benzinga reports. The firm currently has an outperform rating on the construction company’s stock. A number of other equities research analysts have also issued reports on the […]