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Signature Estate & Investment Advisors LLC Takes $211,000 Position in Eaton Co. plc (NYSE:ETN)

Signature Estate & Investment Advisors LLC Takes $211,000 Position in Eaton Co. plc (NYSE:ETN)
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Canada , Peter-denk , Ernestw-marshall-jr , Royal-bank , Signature-estate-investment-advisors , Sandy-spring-bank , Cerity-partners , Citigroup , Berenberg-bank , Investment-advisory-group , Harbor-investment-advisory , Wealth-management

iShares U.S. Aerospace & Defense ETF (BATS:ITA) Shares Purchased by Executive Wealth Management LLC

iShares U.S. Aerospace & Defense ETF (BATS:ITA) Shares Purchased by Executive Wealth Management LLC
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Montreal , Quebec , Canada , Us-aerospace-defense , Vontobel-holding-ltd , Jpmorgan-chase-co , Citigroup-inc , Wealth-management , Cibc-world-market-inc , Executive-wealth-management , Free-report

Executive Wealth Management LLC Has $864,000 Stock Holdings in ProShares UltraPro QQQ (NASDAQ:TQQQ)

Executive Wealth Management LLC trimmed its stake in shares of ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) by 9.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,049 shares of the exchange traded fund’s stock after selling 1,848 shares during the […]

Canada , Proshares-ultrapro , Royal-bank , Hazlett-burt-watson-inc , Wealth-management , Company-profile , National-bank , Impact-partnership-wealth , Exchange-commission , Executive-wealth-management , Free-report , Partnership-wealth

Executive Wealth Management LLC Boosts Stock Holdings in Canadian Pacific Kansas City Limited (NYSE:CP)

Executive Wealth Management LLC lifted its stake in shares of Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) by 25.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,830 shares of the transportation company’s stock after acquiring an additional 4,385 shares during […]

Canada , Mexico , United-states , Canadian , Scotiabank , Canadian-pacific-kansas-city , Jefferies-financial-group , Canadian-pacific-kansas-city-limited , Exchange-commission , Allspring-global-investments-holdings , International-assets-investment-management

Executive Wealth Management LLC Has $1.99 Million Stock Position in Cloudflare, Inc. (NYSE:NET)

Executive Wealth Management LLC lifted its stake in Cloudflare, Inc. (NYSE:NET – Free Report) by 2.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 23,904 shares of the company’s stock after purchasing an additional 463 shares during the quarter. Executive Wealth Management LLC’s holdings […]

Michelle-zatlyn , Sanfordc-bernstein , Thomasj-seifert , Financial-services-group-inc , Cibc-world-market-inc , Wells-fargo-company , Cloudflare-inc , Synovus-financial-corp , Dimensional-fund-advisors , Securities-exchange-commission , Wealth-management , Cloudflare-company-profile

Executive Wealth Management LLC Sells 13,988 Shares of iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF)

Executive Wealth Management LLC Sells 13,988 Shares of iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF)
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Envestnet-asset-management-inc , Goldstein-advisors , Miracle-mile-advisors , Jpmorgan-chase-co , Wealth-management , Goldman-sachs-hedge-fund , Holdings-channel , Executive-wealth-management , Managed-futures-strategy , Free-report , Mile-advisors

Executive Wealth Management LLC Increases Stake in EPAM Systems, Inc. (NYSE:EPAM)

Executive Wealth Management LLC Increases Stake in EPAM Systems, Inc. (NYSE:EPAM)
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Balazs-fejes , Systems-inc , Sovereign-financial-group-inc , Needham-company , Wolfe-research , Horizon-investments , Transatlantique-private-wealth , Scotiabank , Renaissance-group , Securities-exchange-commission , Wealth-management , Executive-wealth-management

ASML Holding (NASDAQ:ASML) Shares Acquired by Sandy Spring Bank

Sandy Spring Bank boosted its position in ASML Holding (NASDAQ:ASML – Free Report) by 12.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,874 shares of the semiconductor company’s stock after acquiring an additional 435 shares during the period. Sandy Spring Bank’s holdings in ASML were worth […]

Raymond-james , Aaron-wealth-advisors , Cantor-fitzgerald , Harbor-investment-advisory , Nasdaq , Custom-index-systems , Sandy-spring-bank , Company-profile , Wealth-management , Free-report , Spring-bank , Investment-advisory

iShares National Muni Bond ETF (NYSEARCA:MUB) Holdings Decreased by Executive Wealth Management LLC

Executive Wealth Management LLC reduced its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 54.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,135 shares of the exchange traded fund’s stock after selling 3,770 […]

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iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Sold by Executive Wealth Management LLC

Executive Wealth Management LLC decreased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 54.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,135 shares of the exchange traded fund’s stock after selling 3,770 shares during the […]

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