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DALLAS, June 04, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc., a leader in tax-focused financial planning and wealth management, welcomes Erin Hinzmann who joined Avantax Wealth Management (Avantax) via Al
Psagot Value Holdings Ltd. Israel lifted its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 5.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities &
Avantax Advisory Services Inc. grew its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 1.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 120,977 share
Quadrant Capital Group LLC grew its holdings in shares of Edison International (NYSE:EIX – Free Report) by 9.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund
Avantax Advisory Services Inc. reduced its position in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 49.3% in the 4th quarter, according to the company in its most recent disclosure with th
Quadrant Capital Group LLC increased its stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 20.6% in the 4th quarter, according to its most recent Form 13F
Meridian Wealth Management LLC acquired a new position in shares of UBS AG FI Enhanced Large Cap Growth ETN (NYSEARCA:FBGX – Free Report) in the 4th quarter, according to its most recent 13F fil
Avantax Advisory Services Inc. grew its stake in shares of Corning Incorporated (NYSE:GLW – Free Report) by 63.6% in the fourth quarter, according to the company in its most recent filing with t
Avantax Advisory Services Inc. trimmed its position in Albemarle Co. (NYSE:ALB – Free Report) by 13.2% during the fourth quarter, according to its most recent disclosure with the Securities and
Foundations Investment Advisors LLC trimmed its stake in shares of Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Free Report) by 48.8% during the fourth quarter, according
Janney Montgomery Scott LLC increased its stake in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 4.6% during the fourth quarter, according to its most recent fil
National Bank of Canada FI boosted its holdings in shares of The India Fund, Inc. (NYSE:IFN – Free Report) by 233.3% in the fourth quarter, according to its most recent disclosure with the Secur
Natixis Advisors L.P. purchased a new stake in Ecopetrol S.A. (NYSE:EC – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institution
DALLAS, May 16, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc., a leader in tax-focused financial planning and wealth management, has acquired GA Investment Management (GA). The Pennsylvania-based wealth man
DALLAS, May 01, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc., a leader in tax-focused financial planning and wealth management, has acquired the wealth management business of Integrated Tax & Wealth Strate
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