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Captrust picks up $1.1B RIA Trutina Financial

Captrust picks up $1.1B RIA Trutina Financial
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CAPTRUST Acquires Massachusetts Firm With $567M In Assets

CAPTRUST Financial Advisors announced that it has acquired Aevitas Wealth Management, a Wellesley Hills, Mass.-based firm with $567 million in assets, according to a news release. ....

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RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab

Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm. ....

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Shufro Rose & Co. LLC Has $2.42 Million Position in Merck & Co., Inc. (NYSE:MRK)

Shufro Rose & Co. LLC increased its stake in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 1.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 21,769 shares of the company’s stock after purchasing an additional 259 shares during the quarter. Shufro Rose […] ....

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Cyndeo Wealth Partners LLC Takes $9.15 Million Position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Cyndeo Wealth Partners LLC purchased a new stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 79,622 shares of the company’s stock, valued at approximately $9,148,000. iShares 3-7 Year Treasury Bond […] ....

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