Discretionary Investment Advisory Services Stocks List
Symbol | Grade | Name | % Change | |
---|---|---|---|---|
NAD | C | Nuveen Quality Municipal Income Fund | -0.58 | |
SWKH | D | SWK Holdings Corporation | 0.67 |
Related Industries: Asset Management
Related ETFs - A few ETFs which own one or more of the above listed Discretionary Investment Advisory Services stocks.
Symbol | Grade | Name | Weight | |
---|---|---|---|---|
RTAI | D | Rareview Tax Advantaged Income ETF | 12.99 | |
XMPT | D | Market Vectors CEF Municipal Income ETF | 8.05 | |
RDFI | D | Rareview Dynamic Fixed Income ETF | 3.04 | |
MFLX | B | First Trust Flexible Municipal High Income ETF | 0.5 | |
BSVO | D | EA Bridgeway Omni Small-Cap Value ETF | 0.06 |
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Related Industries:
Asset Management
- Discretionary Investment Advisory Services
Discretionary Investment Advisory Services are services provided by a financial advisor or investment firm that allow them to make investment decisions on behalf of their clients. These services typically involve the advisor making decisions about which investments to buy and sell, as well as when to do so. The advisor will typically have access to the client's financial information and will use this to make decisions that are in the best interest of the client.
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