WebApr 10, 2024 · Cumberland Advisors Inc.’s holdings in Citigroup were worth $539,000 at the end of the most recent reporting period. Several other large investors have also added to or reduced their stakes in the business. Arlington Partners LLC bought a new position in shares of Citigroup during the 4th quarter worth about $25,000. WebPrivately Held. 1973. Registered Investment Advisory Firm, Wealth Preservation, Equities Through ETF's, Fixed Income--Non-Taxable Muni's & Taxable Muni's and Corporates, …
EIN 22-3564821 - Cumberland Advisors Inc, Sarasota, Florida
WebCumberland Advisors, Inc. operates as an investment advisory firm. The Company provides investment and portfolio management, analysis, consulting, financial planning, and advisory services. 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 ... greenhouse group morris il
Item 1 Cover Page ADV Part 2 A CUMBERLAND ADVISORS …
WebDavid Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall … WebApr 10, 2024 · Cumberland Advisors Inc. decreased its position in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 12.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 74,445 shares of the financial services provider’s stock after selling 10,690 shares during the period. WebApr 10, 2024 · Cumberland Advisors Inc. cut its holdings in Alibaba Group Holding Limited (NYSE:BABA - Get Rating) by 10.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.The institutional investor owned 9,075 shares of the specialty retailer's stock after selling 1,100 shares during the quarter. greenhouse ground covering