WebApr 14, 2024 · Cantor Fitzgerald Investment Advisor L.P now owns 159,115 shares of the oil and gas company’s stock worth $25,908,000 after acquiring an additional 73,141 shares during the period. WebNov 7, 2024 · Cumberland Advisors is a registered investment advisory firm founded in 1973 serving clients nationwide as a dedicated fee-for-service only asset manager using …
Home - Zimmermann Investment Management & Planning LLC
WebApr 10, 2024 · Cumberland Advisors Inc. reduced its position in Adobe Inc. (NASDAQ:ADBE – Get Rating) by 12.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. ... M&G Investment Management Ltd. now owns 85,094 shares of the software company’s stock valued at $28,677,000 … WebCumberland Advisors’ founders, David R. Kotok and Sheldon “Shep” Goldberg, were acquaintances for years before they joined forces to start the firm in 1973. Goldberg began his career in 1961 after serving in the military. He initially worked for a large financial institution. Kotok finished active duty US Army in 1969; he originally ... eandj delivery services
Atlanta, GA Branch of Raymond James - Atlanta, GA
WebAug 12, 2024 · Cumberland Advisors in Sarasota, Florida is a financial advisor firm with a client base comprised of individuals, retirement plans, government entities, businesses … WebCumberland Advisors is a large advisory firm with 2460 clients and discretionary assets under management (AUM) of $3,346,989,154 (Form ADV from 2024-12-07). Their last reported 13F filing for Q4 2024 included $230,882,347 in managed 13F securities and a top 10 holdings concentration of 62.87%. WebCumberland Advisors is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either ... e and j electric