Live Breaking News & Updates on Wealth advisory

Stay updated with breaking news from Wealth advisory. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

Independent Advisor Alliance Has $21.59 Million Position in Exxon Mobil Co. (NYSE:XOM)

Independent Advisor Alliance increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 215,945 shares of the oil and gas company’s stock after purchasing an additional 8,252 shares during the quarter. Exxon Mobil comprises 0.8% of Independent Advisor Alliance’s […]

United-states , Darrinl-talley , Securities-exchange-commission , Exxon-mobil-co , Advisor-alliance , Exxon-mobil , Holdings-channel , Sumitomo-mitsui-financial-group-inc , Exxon-mobil-corporation , Authentikos-wealth-advisory , Orion-capital-management

iShares Core High Dividend ETF (NYSEARCA:HDV) Hits New 52-Week High at $112.65

Shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Get Free Report) reached a new 52-week high on Thursday . The stock traded as high as $112.65 and last traded at $112.65, with a volume of 353 shares traded. The stock had previously closed at $111.43. iShares Core High Dividend ETF Stock Performance The stock […]

Russell-investments-group-ltd , Blackrock , Elevate-wealth-advisory-inc , Wetzel-investment-advisors-inc , Hazlett-burt-watson-inc , Financial-management-professionals-inc , Shares-core-high-dividend , Get-free-report , Management-professionals , Investment-advisors , Wealth-advisory

Panagora Asset Management Inc. Acquires 334,395 Shares of 3M (NYSE:MMM)

Panagora Asset Management Inc. increased its stake in 3M (NYSE:MMM – Free Report) by 3,065.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 345,304 shares of the conglomerate’s stock after acquiring an additional 334,395 shares during the quarter. Panagora Asset […]

United-states , Financial-services , Authentikos-wealth-advisory , Barclays , Briaud-financial-planning-inc , Wealth-advisors , Citigroup , Panagora-asset-management-inc , Exchange-commission , Visionpoint-advisory-group , M-company

Kingsview Wealth Management LLC Boosts Stock Position in Eaton Co. plc (NYSE:ETN)

Kingsview Wealth Management LLC lifted its position in Eaton Co. plc (NYSE:ETN – Free Report) by 5.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 19,632 shares of the industrial products company’s stock after purchasing an additional 1,090 shares during the quarter. Kingsview Wealth Management LLC’s holdings in Eaton were worth $4,728,000 at […]

Canada , United-states , America , Heathb-monesmith , Peter-denk , Securities-exchange-commission , Eaton-co , Holdings-channel , Chilton-capital-management , Eaton , Fortitude-family-office , Berenberg-bank

Walmart (NYSE:WMT) Price Target Increased to $70.00 by Analysts at Robert W. Baird

Walmart (NYSE:WMT – Free Report) had its price target increased by Robert W. Baird from $65.00 to $70.00 in a research report released on Friday morning, Benzinga reports. They currently have an outperform rating on the retailer’s stock. A number of other research analysts have also recently commented on the company. Tigress Financial boosted their […]

Robertw-baird , Stifel-nicolaus , Ceoc-douglas-mcmillon , Alicel-walton , Walmart-international , Vermillion-white-wealth-management-group , Telsey-advisory-group , Authentikos-wealth-advisory , Securities-exchange-commission , Jpmorgan-chase-co , Partnership-wealth-management , Able-wealth-management

Panagora Asset Management Inc. Has $51.75 Million Stock Holdings in Edison International (NYSE:EIX)

Panagora Asset Management Inc. decreased its position in shares of Edison International (NYSE:EIX – Free Report) by 1.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 723,842 shares of the utilities provider’s stock after selling 10,622 shares during the quarter. Panagora Asset Management Inc.’s holdings in Edison International were worth $51,747,000 as […]

Canada , Washington , United-states , California , Ceoj-andrew-murphy , Goldman-sachs-group , Wells-fargo-company , Exchange-commission , Panagora-asset-management-inc , Royal-bank , Edison-international-company-profile , Holdings-channel

First Heartland Consultants Inc. Sells 245 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

First Heartland Consultants Inc. cut its stake in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 30.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 559 shares of the exchange traded fund’s stock after selling […]

United-states , Stock-performance , Branch-capital , Bruceg-allen-investments , Exchange-commission , Investment-management , Authentikos-wealth-advisory , First-heartland-consultants-inc , Hazlett-burt-watson-inc , First-heartland-consultants , Free-report

American National Bank Increases Position in Netflix, Inc. (NASDAQ:NFLX)

American National Bank increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 389.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 186 shares of the Internet television network’s stock after acquiring an additional 148 shares during the quarter. American National Bank’s holdings in Netflix were worth $91,000 as of its […]

United-states , American , Gregoryk-peters , Ann-mather , Redburn-atlantic , Netflix-inc , Blue-bell-private-wealth-management , Keycorp , Pacifica-partners-inc , Nasdaq , American-national-bank , Bear-mountain-capital-inc

Tarbox Family Office Inc. Lowers Position in Exxon Mobil Co. (NYSE:XOM)

Tarbox Family Office Inc. decreased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 6,784 shares of the oil and gas company’s stock after selling 216 shares during the period. Tarbox Family Office Inc.’s […]

Canada , United-states , Darrinl-talley , Piper-sandler , Wealth-partners , Exxon-mobil , Royal-bank , Orion-capital-management , Securities-exchange-commission , Keener-financial-planning , Wells-fargo-company , Tarbox-family-office-inc

Private Wealth Management Group LLC Purchases Shares of 474 Eaton Co. plc (NYSE:ETN)

Private Wealth Management Group LLC acquired a new position in Eaton Co. plc (NYSE:ETN – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 474 shares of the industrial products company’s stock, valued at approximately $114,000. A number of other hedge funds and […]

Heathb-monesmith , Peter-denk , Authentikos-wealth-advisory , Securities-exchange-commission , Eaton-corporation , Eaton-company-profile , Wealth-management-group , Chilton-capital-management , Eaton , Fortitude-family-office , Wealth-advisors , Berenberg-bank