Lountzis Asset Management Reports $301.8M in Holdings
Lountzis Asset Management's latest 13F filing reveals $301.8 million in holdings, impacting investor perceptions and reflecting its investment strategy.
Morgan Stanley Finance LLC Files Amendment for Structured Investments
Morgan Stanley Finance LLC has filed an amendment for its structured investments, reflecting its commitment to innovation in the securities market.
Ardian Access announces tender offer to repurchase units
Ardian Access LLC has initiated a tender offer to repurchase up to 5% of its net assets, signaling its commitment to managing investments effectively.
Deutsche DWS State Tax-Free Income Series Reports Year-End Results
Deutsche DWS State Tax-Free Income Series files its certified shareholder report for the year ending August 31, 2026, highlighting key financial metrics.
Citigroup files preliminary pricing for Medium-Term Notes
Citigroup Inc. has filed a preliminary pricing supplement for its Medium-Term Senior Notes, Series N, reflecting trends in the National Commercial Banks sector.
Specificity, Inc. Withdraws Registration Statement Amid Errors
Specificity, Inc. withdraws its S-1 registration statement to correct a filing error, aiming to proceed with a post-effective amendment.
United Wealth Management reports $377.9M in holdings
United Wealth Management, LLC reveals $377.9 million in holdings in its latest 13F-HR filing, showcasing its investment strategy and market positioning.
Fortive Corp reports stock option exercise by officer
Fortive Corp reveals stock option exercise by Peter Underwood, involving over 48,000 shares, reflecting ongoing leadership commitment.
Benchmark 2026-V24 Mortgage Trust launches $602 million offering
Benchmark 2026-V24 Mortgage Trust announces a public offering of asset-backed securities worth approximately $602 million, led by major banks.
Lincoln Variable Insurance Products Trust Updates Fund Prospectus
Lincoln Variable Insurance Products Trust files new prospectus for LVIP Schroders Inflation Plus Fund, focusing on inflation protection and competitive fees.
Sky Investment Group reports $930.5 million in holdings
Sky Investment Group LLC reveals $930.5 million in holdings in recent SEC filing, highlighting its investment strategy and portfolio diversification.
Variable Annuity Life Insurance Co Updates Prospectus Fees
Variable Annuity Life Insurance Co Separate Account A updates its prospectus, detailing changes in fees and expenses for its annuity contracts.
Benchmark 2025-V19 Mortgage Trust Files ABS-EE Report
Benchmark 2025-V19 Mortgage Trust submits ABS-EE report detailing commercial mortgage assets, signaling activity in the asset-backed securities market.
Seasons Series Trust Updates Subadvisory Agreements
Seasons Series Trust announces new subadvisory agreements following an acquisition by Nuveen, ensuring continuity in investment management services.
Team Financial Group reports $253M in ETF holdings
Team Financial Group, LLC reveals its latest holdings with over $253 million in investments, focusing on ETFs from WisdomTree and Schwab.
Barclays Bank announces $1.5M callable contingent notes
Barclays Bank PLC files for $1.5 million in callable contingent coupon barrier notes, emphasizing innovation in the commercial banking sector.
Deutsche DWS International Fund Releases Latest Shareholder Report
Deutsche DWS International Fund, Inc. has filed its latest shareholder report, providing insights into its financial performance and operations.
Alessandra Capital Management reveals latest investment holdings
Alessandra Capital Management, LLC's recent SEC filing reveals key investment holdings, showcasing its strategy and impact on the financial services sector.
Benchmark 2025-V19 Mortgage Trust Reports October Distribution
Benchmark 2025-V19 Mortgage Trust announces its October 2026 distribution, reflecting stability in its asset-backed securities performance.
Toronto-Dominion Bank files for new debt securities linked to S&P 500
Toronto-Dominion Bank has filed a preliminary pricing supplement for new debt securities linked to the S&P 500 Index, marking a strategic move in the commercial banking sector.