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Kingsview Wealth Management LLC Makes New $167,000 Investment in QuantumScape Co. (NYSE:QS)
ETF DAILY NEWS· 2 days agoKingsview Wealth Management LLC acquired a new position in QuantumScape Co. (NYSE:QS – Free Report)...
Kingsview Wealth Management LLC Sells 6,629 Shares of Prudential Financial, Inc. (NYSE:PRU)
ETF DAILY NEWS· 5 days agoKingsview Wealth Management LLC decreased its holdings in Prudential Financial, Inc. (NYSE:PRU –...
Largest wealth and asset management firms in the Seattle area - Puget Sound Business Journal
The Business Journals· 2 days agoData is as of March 2024. Information was provided by firm representatives and company websites. Only those that responded to our inquiries or had reliable information elsewhere ...
Panagora Asset Management Inc. Lowers Stock Holdings in Portland General Electric (NYSE:POR)
ETF DAILY NEWS· 5 hours agoPanagora Asset Management Inc. reduced its position in Portland General Electric (NYSE:POR – Free...
Modern Wealth Makes 2 More Acquisitions as Assets Top $3.7 Billion
Barrons.com· 5 days agoBoth deals strengthen the Monterey, Calif.-based firm’s presence on the East Coast, and together add...
Robeco Institutional Asset Management B.V. Decreases Stake in Northern Trust Co. (NASDAQ:NTRS)
ETF DAILY NEWS· 4 hours agoRobeco Institutional Asset Management B.V. trimmed its holdings in shares of Northern Trust Co. (NASDAQ:NTRS – Free Report) by 90.8% during the fourth quarter, according to ...
Kingsview Wealth Management LLC Has $453,000 Position in SPDR S&P Dividend ETF (NYSEARCA:SDY)
ETF DAILY NEWS· 4 days agoKingsview Wealth Management LLC cut its stake in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 20.1% in the fourth quarter, according ...
Modern Wealth Adds $570M AUM In Two Deals
WealthManagement.com· 6 days ago-based Autumn Wind Asset Management, bringing the firm’s assets to over $3.7 billion. Wealth Management Solutions, ...
Panagora Asset Management Inc. Makes New $229,000 Investment in Morningstar, Inc. (NASDAQ:MORN)
ETF DAILY NEWS· 5 hours agoPanagora Asset Management Inc. purchased a new stake in Morningstar, Inc. (NASDAQ:MORN – Free...
Fairhaven Wealth Management LLC Decreases Position in JPMorgan Chase & Co. (NYSE:JPM)
ETF DAILY NEWS· 6 days agoFairhaven Wealth Management LLC cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3%...
