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Concord Wealth Partners decreased its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 10.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,897 shares of the financial services provider’s stock after selling 1,169 shares during the period. Concord […]
Concord Wealth Partners grew its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 29.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,461 shares of the financial services provider’s stock after buying an additional 2,404 shares during the period. Concord […]
WALTHAM, Mass., February 28, 2024--Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Tupelo Wealth Partners, headquartered in Harleysville, Pennsylvania, to its network of independent financial advisors. Formerly with Lincoln Investment, Les Benzak, CFP®, EA, John Gallagher, CFP®, AIF®, and Lynn Craig, CFP®, bring with them nearly $384 million in client assets.
Balboa Wealth Partners grew its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 7.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 41,256 shares of the computer hardware maker’s stock after acquiring an additional 2,925 shares during the quarter. NVIDIA comprises about […]
Concord Wealth Partners raised its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 54.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 243 shares of the company’s stock after purchasing an additional 86 shares during the period. Concord Wealth […]