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Stuart Chaussee & Associates Inc. Makes New Investment in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

Stuart Chaussee & Associates Inc. Makes New Investment in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)
themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.

Hightower-advisors , Stuart-chaussee-associates-inc , Gradient-investments , Penserra-capital-management , Commonwealth-equity-services , Stuart-chaussee , Power-buffer , Free-report , Capital-management , Equity-services , Tower-advisors

Addison Advisors LLC Buys 265 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Addison Advisors LLC Buys 265 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)
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Schwab-fundamental-us-large-company-index , Wealth-management , Wealthshield-partners , Addison-advisors , Large-company , Bradley-co , Citigroup-inc , Charles-schwab , Exchange-commission , Gradient-investments , Company-index

Intact Investment Management Inc. Raises Position in Humana Inc. (NYSE:HUM)

Intact Investment Management Inc. boosted its stake in Humana Inc. (NYSE:HUM – Free Report) by 633.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 8,800 shares of the insurance provider’s stock after buying an additional 7,600 shares during the quarter. Intact Investment Management Inc.’s holdings in Humana were worth $4,029,000 at the end […]

United-states , Jorges-mesquita , Rakuten-securities-inc , Gradient-investments , Barclays , Cetera-trust-company , Humana-inc , Centers-for-medicare , Operose-advisors , Securities-exchange-commission , Medicaid-services

Alliance Wealth Advisors LLC UT Raises Stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Alliance Wealth Advisors LLC UT increased its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 4.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,787 shares of the company’s stock after buying an additional 157 shares during the […]

United-states , International-assets-investment-management , Alliance-wealth-advisors , Ep-wealth-advisors , Gradient-investments , Bogart-wealth , Free-report , Wealth-advisors , Cap-value , Jones-small-cap-value , Visit-holdingschannel

Gilliland Jeter Wealth Management LLC Acquires New Position in The TJX Companies, Inc. (NYSE:TJX)

Gilliland Jeter Wealth Management LLC Acquires New Position in The TJX Companies, Inc. (NYSE:TJX)
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United-states , Canada , Australia , Redburn-atlantic , Louise-greenlees , Ernie-herrman , Investment-management , Gilliland-jeter-wealth-management , Telsey-advisory-group , Exchange-commission , Companies-company-profile , Financial-private-wealth-inc

Intact Investment Management Inc. Invests $3.49 Million in WEC Energy Group, Inc. (NYSE:WEC)

Intact Investment Management Inc. Invests $3.49 Million in WEC Energy Group, Inc. (NYSE:WEC)
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Canada , United-states , Wisconsin , Illinois , Galee-klappa , Scottj-lauber , Energy-group-price-performance , Energy-group-announces-dividend , Utility-energy-infrastructure , A-davidson , Energy-group-inc

Sargent Investment Group LLC Sells 445 Shares of Abbott Laboratories (NYSE:ABT)

Sargent Investment Group LLC trimmed its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,640 shares of the healthcare product maker’s stock after selling 445 shares during the quarter. Sargent […]

Rockland , Ontario , Canada , Johna-jr , Raymond-james , Andreaf-wainer , Sargent-investment-group , Barclays , Zevenbergen-capital-investments , Abbott-laboratories , Perigon-wealth-management , Securities-exchange-commission

Legacy Capital Wealth Partners LLC Cuts Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Legacy Capital Wealth Partners LLC trimmed its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 57.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 16,700 shares of the company’s stock after selling 22,731 shares during the period. Legacy […]

Chicago , Illinois , United-states , Legacy-capital-wealth-partners , Stone-point-wealth , Boyd-wealth-management , Gradient-investments , Exchange-commission , Chicago-partners-investment-group , Vanguard-tax-exempt-bond , Free-report

iShares TIPS Bond ETF (NYSEARCA:TIP) Stock Position Decreased by MGO Private Wealth LLC

MGO Private Wealth LLC lowered its holdings in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 32.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 3,250 shares of the exchange traded fund’s stock after selling 1,527 shares during the period. MGO Private Wealth LLC’s holdings in iShares TIPS Bond ETF were worth $349,000 […]

Securities-exchange-commission , Welch-forbes , Company-profile , Alphacore-capital , Fortune-financial-advisors , Gradient-investments , Mgo-private-wealth , Barclays-treasury-inflation-protected-securities-bond-fund , Meritas-wealth-management , Free-report , Wealth-management

78,500 Shares in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Bought by Absolute Capital Management LLC

78,500 Shares in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Bought by Absolute Capital Management LLC
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Schwab-fundamental-us-large-company-index , Wealth-management , Large-company , Bradley-co , Citigroup-inc , Capital-management , Gradient-investments , Charles-schwab , Exchange-commission , Wealthshield-partners , Absolute-capital-management