Live Breaking News & Updates on Wealth group

Stay informed with the latest breaking news from Wealth group on our comprehensive webpage. Get up-to-the-minute updates on local events, politics, business, entertainment, and more. Our dedicated team of journalists delivers timely and reliable news, ensuring you're always in the know. Discover firsthand accounts, expert analysis, and exclusive interviews, all in one convenient destination. Don't miss a beat — visit our webpage for real-time breaking news in Wealth group and stay connected to the pulse of your community

TAP Consulting LLC Boosts Stake in The Procter & Gamble Company (NYSE:PG)

TAP Consulting LLC increased its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,176 shares of the company’s stock after purchasing an additional 128 shares during […]

Balaji-purushothaman , Raymond-james , Fatima-francisco , Wealth-group , Emerald-advisors , Brien-wealth-partners , Procter-gamble-company , Goldman-sachs-group , Procter-gamble , Deutsche-bank-aktiengesellschaft , Chemistry-wealth-management , Health-care

Herold Advisors Inc. Takes Position in iShares U.S. Technology ETF (NYSEARCA:IYW)

Herold Advisors Inc. acquired a new position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,704 shares of the exchange traded fund’s stock, valued at approximately $209,000. […]

Financial-gravity-asset-management-inc , Wealth-group , Herold-advisors-inc , Us-technology , Day-ennis , Exchange-commission , Occidental-asset-management , Herold-advisors , Free-report , Gravity-asset-management , Asset-management

iShares Short Treasury Bond ETF (NASDAQ:SHV) is KFA Private Wealth Group LLC's 3rd Largest Position

KFA Private Wealth Group LLC boosted its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 22.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 205,764 shares of the company’s stock after purchasing an additional 37,812 shares during the quarter. iShares […]

United-states , Nasdaq , Baron-wealth-management , First-horizon-advisors-inc , Sinecera-capital , Wealth-group , Keybank-national-association , Kraft-davis-associates , Kfa-private-wealth-group , Barclays-short-treasury-bond-fund , Shares-short-treasury-bond

iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Bought by KFA Private Wealth Group LLC

KFA Private Wealth Group LLC grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 7.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 23,232 shares of the exchange traded fund’s stock after buying an additional 1,676 shares during the period. […]

United-states , Investment-advisors-inc , Mill-capital-management , Securities-exchange-commission , Kfa-private-wealth-group , Koshinski-asset-management-inc , Wealth-group , Shares-russell , Free-report , Asset-management , Capital-management

KFA Private Wealth Group LLC Buys 139 Shares of Honeywell International Inc. (NASDAQ:HON)

KFA Private Wealth Group LLC grew its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 5.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,646 shares of the conglomerate’s stock after acquiring an additional 139 shares during the period. KFA Private Wealth […]

Canada , United-states , Darius-adamczyk , Nasdaq , Honeywell-international-company-profile , Barclays , Insider-activity-at-honeywell-international , Barclays-plc , Berenberg-bank , Kfa-private-wealth-group , News-ratings-for-honeywell-international-daily , Royal-bank

KFA Private Wealth Group LLC Acquires 8,317 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

KFA Private Wealth Group LLC increased its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 15.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 60,473 shares of the company’s stock after purchasing an additional 8,317 shares during […]

Nevada , United-states , Blackrock , Simplex-trading , Parkside-financial-bank , Solutions-inc , Kfa-private-wealth-group , Whittier-trust-co , Nevada-inc , Asset-dedication , Wealth-group

BlackRock Debt Strategies Fund, Inc. (NYSE:DSU) Stock Position Decreased by KFA Private Wealth Group LLC

KFA Private Wealth Group LLC cut its stake in shares of BlackRock Debt Strategies Fund, Inc. (NYSE:DSU – Free Report) by 65.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,112 shares of the financial services provider’s stock after […]

United-states , Melfa-wealth-management , Securities-exchange-commission , Blackrock-debt-strategies-fund-price-performance , Moody , Kfa-private-wealth-group , Blackrock-debt-strategies-fund-dividend-announcement , International-assets-investment-management , Blackrock-debt-strategies-fund-company-profile , Blackrock-advisors , Blackrock-debt-strategies-fund-inc

KFA Private Wealth Group LLC Has $9.84 Million Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

KFA Private Wealth Group LLC grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 16.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 56,578 shares of the company’s stock after buying an […]

Canada , United-states , Exchange-commission , Royal-bank , Us-bancorp , Kfa-private-wealth-group , Stifel-financial-corp , Financial-services-group-inc , Value-index-fund , Wealth-group , Free-report

KFA Private Wealth Group LLC Buys 490 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

KFA Private Wealth Group LLC increased its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,599 shares of the company’s stock after acquiring an additional 490 shares […]

Kovack-advisors-inc , Bryn-mawr-capital-management , Gould-asset-management , Evolution-advisers-inc , Mcclarren-financial-advisors-inc , Kfa-private-wealth-group , Vanguard-developed-markets-index-fund , Wealth-group , Free-report , Mawr-capital-management , Clarren-financial-advisors

KFA Private Wealth Group LLC Has $4.34 Million Position in iShares Core High Dividend ETF (NYSEARCA:HDV)

KFA Private Wealth Group LLC trimmed its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 56.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 42,582 shares of the exchange traded fund’s stock after selling 55,362 shares during the […]

Blackrock , Wealth-group , Company-profile , Kfa-private-wealth-group , Patriot-financial-group-insurance-agency , Exchange-commission , Shares-core-high-dividend , Free-report , Financial-group-insurance-agency , Morningstar-dividend-yield-focus ,