In a recent 13F-HR filing submitted to the Securities and Exchange Commission, Rodgers & Associates, LTD disclosed its holdings as of the reporting period. The filing is significant as it provides investors and the public with insight into the investment strategies of the company. By detailing the securities held, purchased, and sold by Rodgers & Associates, LTD, the filing offers transparency and helps in evaluating the firm’s performance and market outlook.
Rodgers & Associates, LTD is a financial advisory firm based in Pennsylvania, known for its expertise in wealth management and investment services. With a focus on providing personalized financial solutions to clients, the company has built a reputation for excellence in the industry. For more information on Rodgers & Associates, LTD, you can visit their website here.
The 13F-HR filing is a quarterly report required by the SEC of institutional investment managers with assets under management above a certain threshold. It discloses the firm’s equity holdings, including stocks, options, and convertible bonds. The information in the filing is valuable for investors looking to track the investment decisions of institutional managers and gain insights into market trends and potential opportunities.
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Rodgers & Associates, LTD (0001846515) Files 13F-HR Form with SEC
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