Erts wealth advisors llc
WebMar 23, 2024 · ERTS Wealth Advisors LLC lifted its position in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD - Get Rating) by 16.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 102,353 shares of the compan WebJoseph Tuccini (CRD# 4783938) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 18 years of experience in the …
Erts wealth advisors llc
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WebMar 23, 2024 · ERTS Wealth Advisors LLC acquired a new position in shares of Meta Platforms, Inc. (NASDAQ:META - Get Rating) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,925 shares of the social networking company's stock, valued at approximately … WebAug 11, 2024 · Erts Wealth Advisors, Llc (1767602) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Wednesday, June 30, 2024
WebJan 27, 2024 · Erts Wealth Advisors, Llc (1767602) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Saturday, December 31, 2024. Home WebErts Wealth Advisors, LLC is an advisory company that has its headquarters in Marquette, Michigan. It administers $510 million in assets among its 2,080 accounts, making it one of the larger firms in the nation by assets under management. Of its 2,080 client accounts, just 12% belong to high-net-worth investors who have more than $1 million in ...
WebMar 23, 2024 · ERTS Wealth Advisors LLC lifted its position in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD - Get Rating) by 16.4% in the 4th quarter, according … WebFind a financial advisor with Senior Finance Advisor. ... Erts Wealth Advisors, Llc. 989 West Washington Street 101. Marquette MI 49855. More Info. Is this your profile? Help us keep your information up-to-date. Claim Profile. Locations. Erts Wealth Advisors, Llc.
WebJan 27, 2024 · Erts Wealth Advisors, Llc (1767602) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Saturday, December 31, 2024. Home. SEC Filings. Erts Wealth Advisors, Llc. 13F-HR Institutional Manager Holdings Report Mon Jan 30 2024; SEC Filings.
WebInvestment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor. IHT Wealth Management may only transact business in those states … padova piatto tipicoWebErts Wealth Advisors is a large advisory firm with 1766 clients and discretionary assets under management (AUM) of $455,000,000 (Form ADV from 2024-11-16). Their last … padova piazzaWebOur Philosophy. Ares Management Corporation's ("Ares") philosophy of offering our clients diversified investment solutions is made possible by our devoted team of investment and … インターネット 光 契約解除WebErts Wealth Advisors, LLC is a large advisory firm based in Marquette. It manages $222 million of regulatory assets for 1,740 client accounts. It has been registered with the SEC … padova piatti tipiciWebRecent trades. In the most recent 13F filing, Erts Wealth Advisors revealed that it had opened a new position in Nushares Etf Tr Esg Hi Tld Crp and bought 10,164 shares worth $200 thousand. The investment fund also strengthened its position in Schwab Strategic Tr Short-term Us Treasury Etf by buying 495,695 additional shares. On the other hand, … padova piove di sacco autobusWebJon Mommaerts (CRD# 2450742) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 29 years of experience in the finance industry. Jon Mommaerts has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification … padova piazzale stangaWebERTS WEALTH ADVISORS, LLC was registered on Dec 01 2024 as a domestic limited liability company type with the address 989 W. WASHINGTON STREET SUITE 101 MARQUETTE MI 49855 . The business id is 802136825. The agent name for this business is: JON C. MOMMAERTS. The business status is ... padova pisa distanza