Morling Financial Advisors reports $373M portfolio in latest filing
Morling Financial Advisors, LLC disclosed a portfolio valued at over $373 million in its latest 13F-HR filing, showcasing key investment strategies.
Aprio Wealth Management reveals $2.2 billion portfolio in 13F-HR
Aprio Wealth Management's latest 13F-HR filing shows a portfolio valued at $2.2 billion, reflecting strategic investments and market positioning.
BlackRock ETF Trust II Reports $8.5 Billion in Net Sales
BlackRock ETF Trust II's latest filing reveals over $8.5 billion in net sales, showcasing strong investor interest in its ETFs.
LJI Wealth Management reveals $711.99M in Q3 holdings
LJI Wealth Management's recent SEC filing shows $711.99 million in holdings, providing insights into its investment strategies and portfolio composition.
Left Brain Wealth Management Reports $317 Million Portfolio
Left Brain Wealth Management, LLC's latest SEC filing shows a portfolio value of $317 million, highlighting key investments in major tech firms.
Bank of the Bluegrass & Trust Co. Reports $324.9M in Holdings
Bank of the Bluegrass & Trust Co. discloses $324.9 million in holdings, showcasing its investment strategy and portfolio diversity in the financial services sector.
Integrated BioPharma Sets Date for 2026 Annual Meeting
Integrated BioPharma Inc. announces its 2026 Annual Meeting of Stockholders for November 30, 2026, with key proposals for shareholder voting.
Kurv Investment Management reports $200 million in holdings
Kurv Investment Management LLC discloses over $200 million in holdings as of September 30, 2026, reflecting its investment strategy and market position.
Coyle Financial Counsel reports $542.9M in latest 13F-HR filing
Coyle Financial Counsel LLC reveals $542.9 million in assets under management in its latest 13F-HR filing, showcasing key investments in major companies.
Kassira Wealth Management reports $126.5 million in holdings
Kassira Wealth Management LLC disclosed $126.5 million in assets in its latest SEC filing, reflecting its investment strategies as of September 30, 2026.
MGO ONE SEVEN LLC Reports $6 Billion in 13F-HR Filing
MGO ONE SEVEN LLC's recent 13F-HR filing reveals over $6 billion in assets under management, highlighting its investment strategy as of September 30, 2026.
GraniteShares ETF Trust files summary prospectus for CRCL ETF
GraniteShares ETF Trust updates its summary prospectus for the YieldBOOST CRCL ETF, focusing on income generation through options trading.
GraniteShares ETF Trust updates prospectus for biotech ETF
GraniteShares ETF Trust files new prospectus for its YieldBOOST Biotech ETF, aiming to enhance income through options trading strategies.
Sagace Wealth Management Reports $162.7 Million in Holdings
Sagace Wealth Management's latest 13F-HR filing reveals $162.7 million in holdings, emphasizing its investment strategies and market position.
Curtis Advisory Group reveals $536.76M in holdings
Curtis Advisory Group, LLC disclosed $536.76 million in holdings as of September 30, 2026, highlighting key investments in major tech companies.
GraniteShares ETF Trust updates prospectus for SMCI ETF
GraniteShares ETF Trust has filed a new prospectus for its Autocallable SMCI ETF, detailing its investment strategy and fees.
Marin Bay Wealth Advisors reveals latest investment holdings
Marin Bay Wealth Advisors, LLC reports its investment holdings as of September 30, 2026, showcasing a total value of approximately $192 million.
2023 ETF Series Trust files post-effective amendment for ETF
The 2023 ETF Series Trust has filed a post-effective amendment to its registration statement, adding audited financials for its Eagle Capital Select Equity ETF.
Charter Capital Management reveals latest 13F holdings report
Charter Capital Management, LLC discloses its latest 13F holdings, revealing a total value of approximately $220.37 million across 69 positions.
BNB Wealth Management Reports $181.6M in Holdings
BNB Wealth Management reveals $181.6 million in holdings, showcasing investment strategies and major company positions in its latest filing.