Mount Yale Investment Advisors LLC Sells 613 Shares of The New …
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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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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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 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 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 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 Grows Stock ... - ETF Daily News
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5 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 …
etfdailynews.com
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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 …
mayfieldrecorder.com
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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 …
marketbeat.com
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IShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired By …
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Jan 30, 2025 · Mount Yale Investment Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 12.0% in the 4th quarter, according to the …
slatersentinel.com
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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 - 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 …
whalewisdom.com
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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 …
marketbeat.com
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Caprock Group LLC Makes New Investment In TC Energy Co.
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1 day ago · Mount Yale Investment Advisors LLC now owns 20,657 shares of the pipeline company’s stock valued at $961,000 after acquiring an additional 739 shares during the period.
etfdailynews.com
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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 …
marketbeat.com
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Mount Yale Investment Advisors LLC Sells 4,415 Shares Of Wells …
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Jan 27, 2025 · Mount Yale Investment Advisors LLC cut its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 13.4% during the 4th quarter, according to its most …
marketbeat.com
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Calamos Wealth Management LLC Takes $1.08 Million Position
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4 days ago · Mount Yale Investment Advisors LLC grew its position in shares of Global-E Online by 143.8% in the fourth quarter. ... Geode Capital Management LLC now owns 933,476 …
marketbeat.com
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