Diversify Wealth Management LLC bought a new position in shares of Ares Capital Co. (NASDAQ:ARCC – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with ...

Confluence Investment Management LLC owned 4.70% of Invesco BulletShares 2030 Municipal Bond ETF worth $5,517,000 at the end of the most recent quarter.

Confluence Investment Management, based in St. Louis, MO, is ranked No. 97 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list. Total AUM: $6.9B ...

The decline in U.S. crude oil inventories likely extended for a ninth consecutive week, while further builds are seen in gasoline and distillate stocks, according to a survey by The Wall Street ...

Atlassian ( TEAM 2.01%) stock enjoyed a modest price bump of 1.7% through 11:30 a.m. ET Wednesday after earlier enjoying a ...

U.S. crude-oil inventories likely fell for a seventh consecutive week, while gasoline and diesel stocks are seen rising from the week before, according to a survey by The Wall Street Journal.

First Trust/ Confluence Small Cap Val Fd earns a Low Process Pillar rating. The most significant detractor from the rating is the fund's weak long-term risk-adjusted performance. This can be seen ...

First Trust/ Confluence Small Cap Val Fd earns a Low Process Pillar rating. The predominant detractor from the rating is the fund's unimpressive long-term risk-adjusted performance. This can be ...