Mindy Diamond on Independence: From Musician to Advisor
Katherine Forrester Schneewind left a country music career behind to follow her dream of becoming a financial planner.
Source: wealthmanagement.com
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Top News In High Note Wealth Today - Breaking & Trending Today
Peak Financial Advisors LLC Has $446,000 Holdings in AdvisorShares Pure US Cannabis ETF (NYSEARCA:MSOS)
Peak Financial Advisors LLC lessened its stake in AdvisorShares Pure US Cannabis ETF (NYSEARCA:MSOS – Get Rating) by 65.5% in the fourth quarter, Holdings Channel reports. The firm owned 17,439 shares of the company’s stock after selling 33,114 shares during the quarter. Peak Financial Advisors LLC’s holdings in AdvisorShares Pure US Cannabis ETF were worth […]
Source: etfdailynews.com
RVW Wealth LLC Purchases 955 Shares of NuShares ESG Mid-Cap Growth ETF (BATS:NUMG)
RVW Wealth LLC raised its stake in NuShares ESG Mid-Cap Growth ETF (BATS:NUMG – Get Rating) by 24.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,917 shares of the company’s stock after buying an additional 955 shares during the quarter. […]
Source: etfdailynews.com