Stonebridge Financial Planning Group LLC Sells 300 Shares of …

Dec 5, 2024 · Stonebridge Financial Planning Group LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.9% during the 3rd quarter, according to the company …

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Stonebridge Financial Planning Group LLC Sells 300 Shares Of …

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Dec 5, 2024 · Stonebridge Financial Planning Group LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.9% during the 3rd quarter, according to the company …

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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

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Stonebridge Financial Planning Group is a large advisory firm with 321 clients and discretionary assets under management (AUM) of $218,924,153 (Form ADV from 2024-04-18). Their last …

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Stonebridge Financial Planning Group, Llc 13F Holdings SEC Filings

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Nov 8, 2024 · Shares ( Amount ) Tags Filters; 464289438 IWY ISHARES TR RUS TP200 GR ETF: $14.81M 7.06%: ... Stonebridge Financial Planning Group, Llc's Definitive Proxy …

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Apple Inc. (NASDAQ:AAPL) Is Stonebridge Financial Planning …

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Jan 30, 2025 · Stonebridge Financial Planning Group LLC increased its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.2% in the 3rd quarter, according to the company in its …

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EverSource Wealth Advisors LLC Sells 2,413 Shares Of Apple

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Jan 30, 2025 · Stonebridge Financial Planning Group LLC now owns 14,365 shares of the iPhone maker's stock valued at $3,347,000 after purchasing an additional 164 shares during the last …

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STONEBRIDGE FINANCIAL GROUP, LLC - WhaleWisdom.com

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Stonebridge Financial Group is a large advisory firm with 1216 clients and discretionary assets under management (AUM) of $1,477,333,342 (Form ADV from 2024-11-13). Their last …

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Stonebridge Financial Planning Group LLC Decreases Holdings In ...

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Jan 28, 2025 · Stonebridge Financial Planning Group LLC cut its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.0% in the third quarter, according to the company in its …

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Stonebridge Financial Planning Group LLC Sells 493 Shares Of …

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Nov 20, 2024 · Stonebridge Financial Planning Group LLC lessened its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 15.9% in the third quarter, according to …

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Stonebridge Financial Planning Group LLC Increases ... - Defense …

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Jan 1, 2025 · Stonebridge Financial Planning Group LLC lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.0% in the 3rd quarter, according to its most recent Form 13F filing …

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Stonebridge Financial Planning Group LLC Sells 1,152 Shares

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Nov 20, 2024 · Stonebridge Financial Planning Group LLC lessened its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 7.5% in the 3rd …

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Stonebridge Financial Planning Group LLC Sells 1,068 Shares

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Nov 20, 2024 · Stonebridge Financial Planning Group LLC trimmed its position in First Trust Water ETF (NYSEARCA:FIW – Free Report) by 5.5% in the third quarter, Holdings …

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Stonebridge Financial Planning Group LLC Sells 80 Shares Of

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Nov 20, 2024 · Stonebridge Financial Planning Group LLC reduced its holdings in Visa Inc. (NYSE:V – Free Report) by 0.9% during the third quarter, according to its most recent 13F …

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Stonebridge Financial Planning Group, LLC - Financehq.com

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May 30, 2024 · Stonebridge Financial Planning Group, LLC is a Investment Advisor Firm. Stonebridge Financial Planning Group, LLC has $191,170,056 assets under management and …

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Stonebridge Financial Planning Group, LLC Buys IShares TIPS Bond …

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Feb 2, 2022 · These are the top 5 holdings of Stonebridge Financial Planning Group, LLC iShares Russell Top 200 Growth ETF ( IWY ) - 82,606 shares, 6.85% of the total portfolio. Shares …

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How To Find The Value Of Your Old Stock Certificates

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0.5 share Common $1 par. Bowser Inc. (IN) reincorporated in Delaware as Bowser Delaware 11/17/69" Any reference to "Capital Stock" essentially means shares held in the company. So …

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FAQs about Stonebridge Financial Planning Group LLC Sells 300 Shares of … Coupon?

How many stocks does Stonebridge Financial Planning Group own?

As of 2021Q4, Stonebridge Financial Planning Group, LLC owns 389 stocks with a total value of $188 million. These are the details of the buys and sells. ...

Who are Stonebridge companies?

Founded in 1991 by Navin and Rita Dimond, Stonebridge is a hospitality management company with the unwavering focus and sharp insights integral to effectively manage and optimize hotel portfolios so investments thrive. How are Stonebridge Companies and Real Hospitality Group connected? ...

What is Stonebridge Wealth Management?

Stonebridge Wealth Management is the firm attempted to be used to transfer the entirety of Britney Spears' SJB Trust assets in 2020. Lou, who no longer works there, was involved in this arrangement, which would have brought in millions of dollars in fees. ...