Category: Financial Advisors

Foundations Investment Advisors LLC reduced its stake in Fiserve (NYSE: FI – Free Report) shares in the first quarter by 16.1%, according to its latest filing with the SEC. The institutional investor owned 4,716 shares in the business service provider after selling 905 shares during the period. Fiserve shares in Foundations Investment Advisors LLC were […]

Foundations Investment Advisors LLC increased its stake in Tech Resource Limited (NYSE:TECK – Free Report) (TSE:TECK) by 26.7% in the first quarter, according to its latest 13F filing with the Securities and Exchange Commission. rice field. After acquiring an additional 3,121 shares during the same period, the company owns 14,805 shares in the basic materials […]

DA Davidson & Co. increased its shares in Shopify Inc. (NYSE:SHOP – free report) (TSE:SHOP) by 6.3% in the first quarter, according to the company’s latest 13F filing with the Securities and Exchange Commission. . The company owns 54,370 shares in the software maker after acquiring an additional 3,208 shares during the quarter. DA Davidson […]

Raymond James Financial Services Advisors, Inc. acquired an equity stake in CH Robinson Worldwide (NASDAQ:CHRW – Free Report) in the first quarter, according to the company’s latest Form 13F filing with the SEC. increased by 8.5%. The company owns 17,655 shares in the shipping company after purchasing an additional 1,385 shares during the quarter. Raymond […]

In a series of interesting and captivating events, Sequoia Financial Advisors LLC has navigated the complex realm of financial investments with remarkable acumen. His recent Q1 victory in the iShares ESG Aware MSCI USA ETF boosted his position by 19.7%, making him stand out as a shrewd and astute player in an ever-evolving market. According […]

press release Published July 12, 2023 Statistics show that 60 percent of Americans today plan to rely on Social Security as their primary source of income in retirement. However, the average monthly income Social Security provides him is just over $1,600. It is clear that social security alone is not enough to maintain a comfortable […]

Foundations Investment Advisors LLC Increases Investment in Edison International, Reinforces Confidence in Power Pioneer Date: July 11, 2023 Foundations Investment Advisors LLC recently strengthened its stake in Edison International, a leading power generation and distribution company, which rose 12.4% in the first quarter. The move shows growing confidence in the company’s potential and is consistent […]

On July 11, 2023, Sequoia Financial Advisors LLC made headlines with its recent acquisition of new shares in nCino, Inc. (NASDAQ: NCNO). The move demonstrates the company’s confidence in the future of the software-as-a-service company and demonstrates the company’s commitment to staying at the forefront of investment opportunities. Sequoia Financial Advisors LLC purchased a staggering […]