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Heritage Wealth Management LLC purchased a new stake in Moelis & Company (NYSE:MC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 4,926 shares of the asset manager’s stock, valued at approximately $276,000. Several other large investors have also made […] ....
Essex Financial Services Inc. raised its position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 215.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 40,960 shares of the company’s stock after buying an additional 27,982 shares […] ....
Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Bought by Addison Advisors LLC theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Strata Wealth Advisors LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, Holdings Channel.com reports. The firm acquired 1,179 shares of the financial services provider’s stock, valued at approximately $200,000. Several other large investors have also recently added to or reduced their stakes in the company. Curbstone […] ....
Parkside Financial Bank & Trust Takes $97,000 Position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.