Mount Yale Investment Advisors LLC Sells 14,784 Shares of

Jan 28, 2025  · Mount Yale Investment Advisors LLC lowered its stake in Nasdaq, Inc. (NASDAQ:NDAQ - Free Report) by 58.3% during the fourth quarter, according to the company …


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Mount Yale Investment Advisors LLC Sells 14,784 Shares Of

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Jan 28, 2025  · Mount Yale Investment Advisors LLC lowered its stake in Nasdaq, Inc. (NASDAQ:NDAQ - Free Report) by 58.3% during the fourth quarter, according to the company …

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Mount Yale Investment Advisors LLC Trims Stock Holdings In

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Jan 30, 2025  · Mount Yale Investment Advisors LLC reduced its stake in The AES Co. (NYSE:AES - Free Report) by 91.2% in the fourth quarter, according to its most recent Form …

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Mount Yale Investment Advisors LLC Sells 19,524 Shares Of

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Jan 27, 2025  · Mount Yale Investment Advisors LLC lessened its stake in Citigroup Inc. (NYSE:C - Free Report) by 23.1% in the 4th quarter, according to its most recent 13F filing with the …

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MOUNT YALE INVESTMENT ADVISORS, LLC - WhaleWisdom.com

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Mount Yale Investment Advisors is a large advisory firm with 1271 clients and discretionary assets under management (AUM) of $885,461,600 (Form ADV from 2024-11-07). Their last reported …

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Mount Yale Investment Advisors LLC Sells 2,244 Shares Of

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Jan 27, 2025  · Mount Yale Investment Advisors LLC reduced its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 12.3% during the 4th quarter, according to the company in its …

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Mount Yale Investment Advisors LLC Grows Stock ... - ETF Daily News

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4 days ago  · Mount Yale Investment Advisors LLC grew its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 29.1% during the fourth quarter, according to the …

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Mount Yale Investment Advisors LLC Sells 871 Shares Of Janus …

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Jan 30, 2025  · Mount Yale Investment Advisors LLC cut its stake in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 14.3% in the fourth quarter, according to the …

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Mount Yale Investment Advisors LLC Sells 3,906 Shares Of

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Jan 28, 2025  · Mount Yale Investment Advisors LLC lowered its position in MetLife, Inc. (NYSE:MET - Free Report) by 27.1% during the 4th quarter, according to the company in its …

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Mount Yale Investment Advisors LLC Has $1.80 Million Stock …

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Jan 27, 2025  · Mount Yale Investment Advisors LLC lessened its holdings in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 17.8% during the 4th quarter, according to its …

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Mount Yale Investment Advisors LLC Sells 628 Shares Of Arch …

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Jan 27, 2025  · Mount Yale Investment Advisors LLC cut its stake in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 3.2% in the fourth quarter, Holdings Channel reports. The …

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Mount Yale Investment Advisors LLC Sells 7,022 Shares Of The

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Jan 29, 2025  · Mount Yale Investment Advisors LLC trimmed its position in shares of The Kroger Co. (NYSE:KR – Free Report) by 38.4% during the fourth quarter, according to the company in …

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Mount Yale Investment Advisors LLC Sells 2,460 Shares Of Altria …

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Jan 28, 2025  · Mount Yale Investment Advisors LLC lessened its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 8.1% during the 4th quarter, Holdings Channel reports. The …

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Mount Yale Investment Advisors LLC Cuts Stock Position In …

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Jan 28, 2025  · Mount Yale Investment Advisors LLC decreased its position in Discover Financial Services (NYSE:DFS - Free Report) by 88.6% in the fourth quarter, according to its most …

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Mount Yale Investment Advisors LLC Sells 802 Shares Of American …

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Oct 26, 2024  · Mount Yale Investment Advisors LLC lowered its stake in American Express (NYSE:AXP) by 17.9% during the third quarter, according to the company in its most recent …

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Mount Yale Investment Advisors LLC Sells 854 Shares Of Spotify ...

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Jan 27, 2025  · The fund owned 17,789 shares of the company's stock after selling 854 shares during the quarter. Spotify Technology makes up 0.6% of Mount Yale Investment Advisors …

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Mount Yale Investment Advisors LLC Sells 8,392 Shares Of

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Jan 29, 2025  · Mount Yale Investment Advisors LLC trimmed its position in shares of Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 74.0% in the 4th quarter, according to the company in …

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Mount Yale Investment Advisors LLC Sells 613 Shares Of The New …

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Oct 29, 2024  · Mount Yale Investment Advisors LLC cut its holdings in The New York Times Company (NYSE:NYT – Free Report) by 15.2% in the 3rd quarter, according to the company …

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CVS Health Co. (NYSE:CVS) Shares Sold By Mount Yale Investment …

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Jan 30, 2025  · Mount Yale Investment Advisors LLC lessened its stake in shares of CVS Health Co. (NYSE:CVS - Free Report) by 93.7% during the fourth quarter, according to the company …

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FAQs about Mount Yale Investment Advisors LLC Sells 14,784 Shares of Coupon?

How many stocks does Mount Yale Investment Advisors own?

As of 2021Q4, Mount Yale Investment Advisors, LLC owns 456 stocks with a total value of $962 million. These are the details of the buys and sells. ...

How many shares did Mount Yale invest in American Express?

The institutional investor owned 3,674 shares of the payment services company’s stock after selling 802 shares during the quarter. Mount Yale Investment Advisors LLC’s holdings in American Express were worth $996,000 at the end of the most recent reporting period. ...

Does Mount Yale invest in Alphabet Inc?

Mount Yale Investment Advisors LLC grew its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 29.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). ...

Does Mount Yale own American Express (AXP)?

Mount Yale Investment Advisors LLC lowered its stake in American Express (NYSE:AXP) by 17.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,674 shares of the payment services company’s stock after selling 802 shares during the quarter. ...

Does international assets Investment Management LLC own alphabet?

International Assets Investment Management LLC boosted its holdings in Alphabet by 43,005.6% during the 3rd quarter. International Assets Investment Management LLC now owns 18,743,594 shares of the information services provider’s stock valued at $31,086,250,000 after acquiring an additional 18,700,111 shares during the period. ...

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