For the quarter ended December 31, 2025, the SMA outperformed the Index on both a gross- and net-of-fees basis due to ...
Commonwealth Equity Services LLC increased its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 14.8% during the fourth quarter, according to the company in its ...
For the quarter ended June 30, 2025, the SMA underperformed the Index on a gross- and net-of-fees basis due to favorable stock selection. A 55/45 multi-asset strategy providing exposure to the ...
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