Nations Financial Group Inc. IA ADV Purchases 7,734 Shares of …

4 days ago · Nations Financial Group Inc. IA ADV increased its stake in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 7.0% during the third quarter, according to the company in …

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Nations Financial Group Inc. IA ADV Purchases 7,734 Shares Of …

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4 days ago · Nations Financial Group Inc. IA ADV increased its stake in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 7.0% during the third quarter, according to the company in …

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Nations Financial Group Inc. IA ADV Buys 842 Shares Of Invesco …

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NationsFinancial Group Inc. IA ADV grew its stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Get Rating) by 2.0% in the third quarter, …

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Nations Financial Group Inc. IA ADV Purchases 347 Shares Of …

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2 days ago · Nations Financial Group Inc. IA ADV grew its stake in shares of American Express (NYSE:AXP) by 39.3% in the third quarter, according to the company in its most recent filing …

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Nations Financial Group Inc. IA ADV Buys 824 Shares Of Invesco …

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Aug 31, 2024 · Nations Financial Group Inc. IA ADV boosted its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 17.5% in the second quarter, …

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Nations Financial Group Inc, Closed Holding Positions

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Nations Financial Group Inc, Q1 2024's portfolio and holdings, valued at $1.16 Billion and invested in 621 stocks. Popular searches. ... Largest Hedge Fund Buys Most Added as New …

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Nations Financial Group Inc, Portfolio Holdings

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Nations Financial Group Inc, has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $981 Million distributed in 613 stocks.

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Nations Financial Group Inc, Invesco Et Self Idxd Fd Tr Bul …

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Nations Financial Group Inc, Q1 2024's portfolio and holdings, valued at $1.16 Billion and invested in 621 stocks. ... Largest Hedge Fund Buys Most Added as New Holding Most Sold …

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Nations Financial Group Inc, Ia Adv 13F Annual Report - Wallmine

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$1.22 trillion Assets Under Management (AUM) As of 22nd July 2024, Nations Financial Group Inc, ia adv’s top holding is 188,836 shares of Apple Inc currently worth over $39.8 bi

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Nations Financial Group Inc, /ia/ /adv - 13F-HR Filing - Fintel

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Dec 31, 2021 · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

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Nations Financial Group Inc. IA ADV Sells 86 Shares Of IShares ...

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Aug 31, 2024 · Nations Financial Group Inc. IA ADV lessened its stake in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 2.3% during the 2nd quarter, …

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FAQs about Nations Financial Group Inc. IA ADV Purchases 7,734 Shares of … Coupon?

Who is Nations Financial Group Inc?

Nations Financial Group Inc is a large advisory firm with 5312 clients and discretionary assets under management (AUM) of $2,022,025,491 (Form ADV from 2023-04-27). Their last reported 13F filing for Q1 2023 included $953,126,786 in managed 13F securities and a top 10 holdings concentration of 19.98%. ...

How many advisors does Nations Financial Group have?

Nations Financial Group, registered in 2000, has a licensed staff of 83 advisors. They serve 44 states and manage $3.4 billion for 5,381 clients (1:65 advisor/client ratio). ...

What is Nations Financial Group Inc's largest holding?

Nations Financial Group Inc's largest holding is Apple Inc with shares held of 202,066. Whalewisdom has at least 32 13F filings : Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. ...

How many clients does Nations Financial Group have?

Nations Financial Group manages $3.4 billion and provides investment advisory services for 5,381 clients (1:65 advisor/client ratio). ...

What services does Nations Financial Group offer?

Nations Financial Group, as a financial advisory firm, offers various financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio, including stocks, ETFs, mutual funds, and bonds. ...

How much money does Nations Financial Group manage?

Nations Financial Group manages $3.4 billion in assets. While they advise clients across a variety of portfolio sizes, the average client balance is currently $631,605. ...