EADS & Heald Wealth Management Reports $198 Million in Holdings
EADS & Heald Wealth Management files 13F-HR, revealing $198 million in holdings across major companies, showcasing strategic investment management.
Gerber Kawasaki reports $3.93 billion in latest 13F-HR filing
Gerber Kawasaki Wealth & Investment Management reveals $3.93 billion in assets under management in its latest 13F-HR filing, reflecting investment strategies and market trends.
Peck Wealth Management reveals $118M in latest holdings
Peck Wealth Management, LLC reports over $118 million in assets under management in its latest SEC filing, reflecting strategic investment decisions.
Elevate Wealth Advisory reveals latest investment holdings
Elevate Wealth Advisory's latest 13F-HR filing shows significant investments in major companies, reflecting its strategic positioning in the financial advisory sector.
Mirae Asset Global Investments files 13F-NT for Q3 2026
Mirae Asset Global Investments (Hong Kong) LTD files a 13F-NT, signaling changes in its investment strategy as of September 30, 2026.
Prudential Investment Portfolios 7 Releases Latest Financials
Prudential Investment Portfolios 7 reports net assets of $787.67 million, reflecting its latest financial performance and strategies in the investment sector.
Prudential Jennison Mid-Cap Growth Fund reports portfolio update
Prudential Jennison Mid-Cap Growth Fund reveals $1.85 billion in assets and strategic investment moves in its latest portfolio update.
PGIM ETF Trust reports financials with $148M in assets
PGIM ETF Trust reveals $148.3 million in total assets in its latest NPORT-P filing, reflecting its commitment to transparency in the investment industry.
PGIM ETF Trust reports financials in recent NPORT-P filing
PGIM ETF Trust's NPORT-P filing shows total assets of $7.34 million as of August 31, 2026, reflecting its financial health and compliance.
ETF Opportunities Trust Updates Registration for T-REX ETF
ETF Opportunities Trust files a post-effective amendment for T-REX 2X Long Figure AI Daily Target ETF, marking a significant update in the investment sector.
Mirae Asset Global Investments Files 13F Notice for Q3 2026
Mirae Asset Global Investments (USA) LLC has submitted a 13F Notice detailing its investment portfolio changes as of September 30, 2026.
ETF Series Solutions reports $14.5M in net sales for ETF
ETF Series Solutions reports $14.5 million in net sales for its US Vegan Climate ETF, reflecting the rising demand for sustainable investment options.
Reston Wealth Management reports $368.9M in holdings
Reston Wealth Management LLC discloses $368.9 million in total holdings in its latest SEC filing, reflecting its investment strategy as of September 30, 2026.
PGIM ETF Trust Reports $140.4 Million in Total Assets
PGIM ETF Trust's NPORT-P filing shows total assets of $140.4 million, impacting investment strategies and competition in the asset management industry.
Prudential Investment Portfolios 3 Reports $1.72 Billion Assets
Prudential Investment Portfolios 3 reveals total assets of $1.72 billion in latest filing, highlighting competitive dynamics in the investment sector.
Prudential Investment Portfolios 3 Reports Financial Update
Prudential Investment Portfolios 3 reveals financials with $286.3M in assets and $281.6M in net assets, impacting the investment fund sector.
PGIM ETF Trust Reports Investment Portfolio Update
PGIM ETF Trust reveals its latest investment portfolio with total assets of $19.8 million, reflecting its commitment to transparency in asset management.
PGIM ETF Trust reports fund performance in recent filing
PGIM ETF Trust reveals fund performance and assets in a recent filing, highlighting its competitive position in the investment management industry.
DBX ETF Trust Reports Financials with $326M in Assets
DBX ETF Trust reveals financial details in recent filing, showing total assets of $326 million and net assets of $321 million, impacting investor strategies.
DBX ETF Trust Reports Total Assets Exceeding $107 Million
DBX ETF Trust's latest filing reveals total assets over $107 million, highlighting its position in the competitive ETF market.