SMART Wealth LLC Boosts Stock Holdings in Fiserv, Inc. (NYSE:FI)

4 hours ago · SMART Wealth LLC raised its stake in Fiserv, Inc. (NYSE:FI - Free Report) by 186.7% during the fourth quarter, according to the company in its most recent 13F filing with …

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SMART Wealth LLC Boosts Stock Holdings In Fiserv, Inc. (NYSE:FI)

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4 hours ago · SMART Wealth LLC raised its stake in Fiserv, Inc. (NYSE:FI - Free Report) by 186.7% during the fourth quarter, according to the company in its most recent 13F filing with …

marketbeat.com

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$183Million SMART Wealth LLC Q4 2023 13F Combination Report, …

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Dec 16, 2024 · SMART Wealth LLC reported 82 stock holdings with total value $183M as of Q4 2023. Top holdings included QDEC, XDEC, DDEC, GLD, and FIAX. Open main menu. …

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SMART Wealth 13F Filings And Top Holdings And Stakes - Stockzoa

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Dec 16, 2024 · Latest statistics and disclosures from SMART Wealth's latest quarterly 13F-HR filing: Top 5 stock holdings are EALT, VGSH, TFJL, FIAX, DJAN, and represent 25.41% of …

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SMART Wealth LLC Q4 2023 13F Top Portfolio Holdings

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Dec 31, 2023 · SMART Wealth LLC reported 82 holdings with total value $183 M as of Q4 2023. Top holdings included QDEC, XDEC, DDEC, GLD, and FIAX. SMART Wealth LLC Q4 2023 …

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Fiserv, Inc. (NYSE:FI) Shares Acquired By Janney Montgomery Scott …

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Jan 27, 2025 · Fiserv stock opened at $208.90 on Monday. The stock has a 50-day moving average price of $209.02 and a 200 day moving average price of $189.07. Fiserv, Inc. has a …

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Fiserv, Inc. (NYSE:FI) Stock Holdings Lessened By Dynamic Advisor ...

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Jan 27, 2025 · Curated Wealth Partners LLC grew its stake in Fiserv by 10.4% during the 4th quarter. Curated Wealth Partners LLC now owns 3,145 shares of the business services …

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Spire Wealth Management Has $8.54 Million Stock Holdings In …

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6 days ago · Spire Wealth Management trimmed its stake in Fiserv, Inc. (NYSE:FI - Free Report) by 16.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities …

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Here's Why Investors Should Hold Fiserv (FISV) Stock Now

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Apr 7, 2022 · Fiserv has been consistent with share repurchases for a while. In 2021, Fiserv repurchased 23.3 million shares for $2.57 billion. During 2020, Fiserv repurchased 16.1 million …

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$113Million SMART Wealth LLC Q1 2023 13F Combination Report, …

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SMART Wealth LLC reported 70 stock holdings with total value $113M as of Q1 2023. Top holdings included SPTS, SPTI, FIAX, FJAN, and FJUL. Open main menu. PortfolioSavvy ...

portfoliosavvy.com

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Fiserv (NYSE:FI) Given Overweight Rating At Stephens

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Jan 3, 2025 · FI stock opened at $205.98 on Thursday. The firm has a market cap of $117.19 billion, a PE ratio of 39.61, a PEG ratio of 1.56 and a beta of 0.93. Fiserv has a 1 year low of …

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Baldwin Wealth Partners LLC MA Decreases Stock Position In …

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Jan 27, 2025 · Baldwin Wealth Partners LLC MA lessened its stake in Fiserv, Inc. (NYSE:FI - Free Report) by 2.2% in the 4th quarter, according to the company in its most recent Form 13F filing …

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Valley Wealth Managers, Inc. Find an Advisor. Read Review. $2,246,985,760: $100,000 - $500,000: ... and Federal Street Advisors (founded in 1991). It is principally owned by …

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FAQs about SMART Wealth LLC Boosts Stock Holdings in Fiserv, Inc. (NYSE:FI) Coupon?

What did Madison investors fund say about Fiserv (Fi) in Q3 2024?

Madison Investors Fund stated the following regarding Fiserv, Inc. (NYSE:FI) in its Q3 2024 investor letter: In the third quarter, the top five individual contributors to performance relative to the benchmark were Parker-Hannifin Corporation, Fiserv, Inc. (NYSE:FI), Lowe’s Companies, Brookfield Corporation, and Progressive Corporation. ...

Does Cardano risk management own Fiserv?

Finally, Cardano Risk Management B.V. purchased a new position in shares of Fiserv in the 4th quarter valued at approximately $97,254,000. 90.98% of the stock is owned by institutional investors and hedge funds. In related news, Director Heidi Miller sold 30,000 shares of the stock in a transaction that occurred on Wednesday, October 30th. ...

Does Janney Montgomery Scott own Fiserv?

The firm owned 64,287 shares of the business services provider’s stock after purchasing an additional 4,196 shares during the quarter. Janney Montgomery Scott LLC’s holdings in Fiserv were worth $13,206,000 at the end of the most recent quarter. ...

Why is Fiserv a good payment processor?

At payment processor Fiserv, revenue and profits continue to grow nicely, in part driven by the strong performance of its Clover payment platform for small-and-medium sized businesses. ...

How do I receive news & ratings for Fiserv?

Receive News & Ratings for Fiserv Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Fiserv and related companies with MarketBeat.com's FREE daily email newsletter. ...

Did Chiron invest in Fiserv?

Chiron Investment Management LLC purchased a new stake in Fiserv during the 3rd quarter valued at approximately $4,709,000. Trust Co. of Vermont lifted its position in Fiserv by 170.4% during the 4th quarter. ...