Grimes & Co reports $4.8 billion in latest 13F-HR filing
Grimes & Co Wealth Management's 13F-HR filing reveals over $4.8 billion in assets under management, showcasing its investment strategies and major holdings.
Torren Management Reports $200M in Latest Holdings
Torren Management, LLC disclosed over $200 million in investments in its latest SEC filing, reflecting its current asset management strategy.
Victory Portfolios IV reports $6.2 billion in assets
Victory Portfolios IV files NPORT-P, revealing over $6.2 billion in assets, showcasing a diverse investment portfolio in the tech and consumer sectors.
Victory Portfolios IV reports financials for Victory Pioneer Fund
Victory Portfolios IV reveals financial details for its Victory Pioneer Global Equity Fund, including total assets of $915.9 million in the latest SEC filing.
Exchange Traded Concepts Trust Files NPORT-P Report
Exchange Traded Concepts Trust's NPORT-P filing reveals $46.7 million in assets and $45.9 million in net assets as of August 31, 2026.
Exchange Traded Concepts Trust Files NPORT-P Report
Exchange Traded Concepts Trust reveals $22.1 million in assets in its latest NPORT-P filing, highlighting its financial health and investment strategies.
Exchange Traded Concepts Trust Reports NPORT-P Filing
Exchange Traded Concepts Trust reveals key financial data in its latest NPORT-P filing, showcasing a solid asset base and financial health.
Exchange Traded Concepts Trust Reports Financial Update
Exchange Traded Concepts Trust reveals financials with $260M in total assets, showcasing its competitive position in the investment industry.
Exchange Traded Concepts Trust reports financials for Q3 2026
Exchange Traded Concepts Trust reveals Q3 2026 financials, showing total assets of $143.8 million, indicating growth in the investment sector.
Taste of Nature reports annual results, shows net income recovery
Taste of Nature, Inc. reports a slight revenue drop but a significant recovery in net income for the fiscal year ending December 31, 2025.
ETF Opportunities Trust reports strong net sales in filing
ETF Opportunities Trust's recent filing shows over $266 million in net sales, indicating robust performance in the investment sector.
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.