Below you will find example sentences with "wealth strategies". The examples show how this phrase is used in real sentences and which words often surround it.

Wealth Strategies in a sentence

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Example types with wealth strategies

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AJ Wealth Strategies LLC increased its stake in Chevron by 1.8% during the 4th quarter. (16 words)

AJ Wealth Strategies LLC lifted its holdings in shares of Chevron by 1.8% in the 4th quarter. (18 words)

Arkfeld Wealth Strategies L.L.C. boosted its holdings in 3M by 34.4% in the 3rd quarter. (18 words)

Private Wealth Strategies L.L.C. cut its stake in Microsoft Co. () by 42.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). (34 words)

GPS Wealth Strategies Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $37,000. (28 words)

GPS Wealth Strategies Group LLC purchased a new position in iShares Russell Mid-Cap ETF in the third quarter valued at approximately $38,000. (24 words)

Example sentences (20)

AJ Wealth Strategies LLC increased its stake in Chevron by 1.8% during the 4th quarter.

AJ Wealth Strategies LLC lifted its holdings in shares of Chevron by 1.8% in the 4th quarter.

Amazon.com accounts for approximately 0.6% of AJ Wealth Strategies LLC’s investment portfolio, making the stock its 28th biggest position.

Arkfeld Wealth Strategies L.L.C. boosted its holdings in 3M by 34.4% in the 3rd quarter.

Arkfeld Wealth Strategies L.L.C. increased its position in Bank of America by 1.8% during the 2nd quarter.

Finally, AJ Wealth Strategies LLC grew its holdings in Coinbase Global by 1.7% in the second quarter.

GPS Wealth Strategies Group LLC acquired a new position in BCE in the 1st quarter valued at about $73,000.

GPS Wealth Strategies Group LLC bought a new stake in Kontoor Brands in the first quarter valued at approximately $32,000.

GPS Wealth Strategies Group LLC purchased a new position in iShares Russell Mid-Cap ETF in the third quarter valued at approximately $38,000.

GPS Wealth Strategies Group LLC purchased a new position in Nutrien during the 1st quarter worth approximately $29,000.

GPS Wealth Strategies Group LLC purchased a new position in shares of Intercontinental Exchange during the first quarter worth approximately $25,000.

GPS Wealth Strategies Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $37,000.

GPS Wealth Strategies Group LLC purchased a new position in shares of Nutrien during the 1st quarter worth $29,000.

GPS Wealth Strategies Group LLC purchased a new position in shares of Public Storage in the 1st quarter valued at approximately $29,000.

GPS Wealth Strategies Group LLC purchased a new stake in shares of QuidelOrtho during the 1st quarter valued at $29,000.

Paragon Wealth Strategies LLC acquired a new position in Intuitive Surgical during the 4th quarter valued at about $27,000.

Paragon Wealth Strategies LLC acquired a new stake in shares of Century Communities in the third quarter valued at about $25,000.

Paragon Wealth Strategies LLC purchased a new stake in shares of Chevron in the third quarter valued at $150,000.

Paragon Wealth Strategies LLC purchased a new stake in shares of Hubbell in the third quarter worth $45,000.

Private Wealth Strategies L.L.C. cut its stake in Microsoft Co. () by 42.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).