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Napa Wealth Management Purchases New Stake in Cambria Shareholder Yield ETF (BATS:SYLD)
ETF DAILY NEWS· 6 days agoNapa Wealth Management acquired a new position in shares of Cambria Shareholder Yield ETF (BATS:SYLD – Free Report) in the fourth quarter, according to ...
Marcum Wealth LLC Purchases 1,163 Shares of KeyCorp (NYSE:KEY)
ETF DAILY NEWS· 6 hours agoMarcum Wealth LLC grew its position in KeyCorp (NYSE:KEY – Free Report) by 3.1% during the first quarter, according to its most recent 13F filing with the SEC. The institutional ...
SOA Wealth Advisors LLC. Raises Holdings in Walmart Inc. (NYSE:WMT)
ETF DAILY NEWS· 5 hours agoSOA Wealth Advisors LLC. lifted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 200.6%...
Proathlete Wealth Management LLC Makes New $372,000 Investment in Citigroup Inc. (NYSE:C)
ETF DAILY NEWS· 6 days agoProathlete Wealth Management LLC purchased a new stake in Citigroup Inc. (NYSE:C – Free Report) in the fourth quarter, Holdings Channel.com reports. The ...
Spartan Planning & Wealth Management Takes $78,000 Position in CBRE Group, Inc. (NYSE:CBRE)
ETF DAILY NEWS· 5 days agoSpartan Planning & Wealth Management bought a new position in CBRE Group, Inc. (NYSE:CBRE – Free...
JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by Spartan Planning & Wealth Management
ETF DAILY NEWS· 5 days agoSpartan Planning & Wealth Management raised its position in JPMorgan Chase & Co. (NYSE:JPM – Free...
1,000 Shares in Northern Trust Co. (NASDAQ:NTRS) Acquired by ICA Group Wealth Management LLC
ETF DAILY NEWS· 3 days agoICA Group Wealth Management LLC purchased a new position in shares of Northern Trust Co. (NASDAQ:NTRS – Free Report) in the 4th quarter, Holdings Channel.com ...
Investors eyeing opportunities in accounting firms - Indianapolis Business Journal
Indianapolis Business Journal· 1 day agoAs technology and other factors transform the accounting industry, a growing number of firms are turning to private equity investments to help them keep up with the pace of ...
Napa Wealth Management Buys Shares of 4,559 Realty Income Co. (NYSE:O)
ETF DAILY NEWS· 6 days agoNapa Wealth Management purchased a new position in shares of Realty Income Co. (NYSE:O – Free Report) in the 4th quarter, according to the company in its ...
4,351 Shares in Realty Income Co. (NYSE:O) Purchased by Leo Wealth LLC
ETF DAILY NEWS· 4 days agoThe firm purchased 4,351 shares of the real estate investment trust’s stock, valued at approximately $250,000. Several other institutional investors also recently modified ...