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Napa Wealth Management Purchases New Stake in Cambria Shareholder Yield ETF (BATS:SYLD)
ETF DAILY NEWS· 7 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 ...
Proathlete Wealth Management LLC Makes New $372,000 Investment in Citigroup Inc. (NYSE:C)
ETF DAILY NEWS· 7 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 ...
Marcum Wealth LLC Purchases 1,163 Shares of KeyCorp (NYSE:KEY)
ETF DAILY NEWS· 10 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 ...
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...
SOA Wealth Advisors LLC. Raises Holdings in Walmart Inc. (NYSE:WMT)
ETF DAILY NEWS· 10 hours agoSOA Wealth Advisors LLC. lifted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 200.6%...
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...
1,000 Shares in Northern Trust Co. (NASDAQ:NTRS) Acquired by ICA Group Wealth Management LLC
ETF DAILY NEWS· 4 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 ...
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 ...
Investors eyeing opportunities in accounting firms - Indianapolis Business Journal
Indianapolis Business Journal· 2 days 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 ...
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 ...