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Wealthsource

Example sentences (8)

Finally, Wealthsource Partners LLC lifted its stake in Artisan Partners Asset Management by 7.4% in the 2nd quarter.

Wealthsource Partners LLC’s holdings in Chevron were worth $2,539,000 as of its most recent filing with the SEC.

Wealthsource Partners LLC Sells 2,500 Shares of Great Southern Bancorp, Inc.

Wealthsource Partners LLC bought a new stake in Polaris Industries during the second quarter valued at about $675,000.

Wealthsource Partners LLC cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.9% during the 2nd quarter, according to its most recent Form 13F filing with the SEC.

Wealthsource Partners LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 93.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission.

Wealthsource Partners LLC’s holdings in Vanguard FTSE Developed Markets ETF were worth $4,155,000 at the end of the most recent reporting period.

Wealthsource Partners LLC acquired a new position in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF during the 2nd quarter worth approximately $213,000.