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Top News In Strata Wealth Advisors Today - Breaking & Trending Today

Heritage Wealth Management LLC Buys Shares of 4,926 Moelis & Company (NYSE:MC)

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 […] ....

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Essex Financial Services Inc. Acquires 27,982 Shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)

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 […] ....

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Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Bought by Addison Advisors LLC

Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Bought by Addison Advisors LLC
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1,179 Shares in JPMorgan Chase & Co. (NYSE:JPM) Bought by Strata Wealth Advisors LLC

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 […] ....

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Parkside Financial Bank & Trust Takes $97,000 Position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)

Parkside Financial Bank & Trust Takes $97,000 Position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)
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