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Congress Wealth Management LLC DE Purchases Shares of 3,287 SPDR Gold Shares (NYSEARCA:GLD)
ETF DAILY NEWS· 4 days agoCongress Wealth Management LLC DE purchased a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free...
Exclusive | HSBC eyes synergies in Asia wealth management, family offices after robust gains
South China Morning Post· 5 days agoThe city had 2,703 single-family offices at the end of 2023, managing US$10 million to US$100...
Sheets Smith Wealth Management Sells 4,057 Shares of Amazon.com, Inc. (NASDAQ:AMZN)
ETF DAILY NEWS· 4 days agoSheets Smith Wealth Management decreased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 4.1%...
Congress Wealth Management LLC DE Grows Stock Holdings in The Hershey Company (NYSE:HSY)
ETF DAILY NEWS· 3 days agoCongress Wealth Management LLC DE lifted its position in The Hershey Company (NYSE:HSY – Free...
Congress Wealth Management LLC DE Acquires 152 Shares of Watsco, Inc. (NYSE:WSO)
ETF DAILY NEWS· 4 days agoCongress Wealth Management LLC DE lifted its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 10.6% in the fourth quarter, according to its ...
Hohimer Wealth Management LLC Increases Holdings in Alphabet Inc. (NASDAQ:GOOGL)
ETF DAILY NEWS· 3 days agoHohimer Wealth Management LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 7.3% in the 4th quarter, HoldingsChannel reports. The institutional ...
Dominion Energy, Inc. (NYSE:D) Shares Bought by Congress Wealth Management LLC DE
ETF DAILY NEWS· 3 days agoCongress Wealth Management LLC DE grew its holdings in shares of Dominion Energy, Inc. (NYSE:D –...
Robeco Institutional Asset Management B.V. Trims Stock Holdings in KeyCorp (NYSE:KEY)
ETF DAILY NEWS· 7 days agoRobeco Institutional Asset Management B.V. lessened its position in shares of KeyCorp (NYSE:KEY – Free Report) by 94.9% during the fourth quarter, according to the company ...
Burrows Capital Advisors eyes acquisition, further expansion after headquarters groundbreaking -...
The Business Journals· 4 days agoThe local wealth management firm, a subsidiary of Burrows Financial Holdings, broke ground on its...
Yelin Lapidot Holdings Management Ltd. Sells 6,300 Shares of Alphabet Inc. (NASDAQ:GOOGL)
ETF DAILY NEWS· 2 days agoYelin Lapidot Holdings Management Ltd. lessened its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.9% in the 4th quarter, according to its most recent Form 13F ...
