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Clear Creek Financial Management LLC increased its position in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 134.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 297,475 shares of the company’s stock after purchasing an additional 170,740 shares during the […]
It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.
Boutique wealth manager has onboarded three teams so far in 2024.
Ballentine Partners LLC boosted its position in shares of American Express (NYSE:AXP) by 22.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,824 shares of the payment services company’s stock after buying an additional 2,945 shares during the period. Ballentine Partners […]
Arizona State Retirement System raised its stake in Oracle Co. (NYSE:ORCL – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 480,312 shares of the enterprise software provider’s stock after buying an additional 19,345 shares during the quarter. Arizona State […]