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Caprock Group LLC Purchases 5,328 Shares of iShares Russell 1000 Value ETF $IWD
Caprock Group LLC boosted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 28.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Confluence Wealth Services Inc. Acquires 71,238 Shares of Dimensional International Value ETF $DFIV
Confluence Wealth Services Inc. raised its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 4.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Cambridge Capital Management LLC Has $15.52 Million Position in Vanguard Real Estate ETF $VNQ
Cambridge Capital Management LLC grew its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Dimensional International Core Equity 2 ETF $DFIC is Cambridge Capital Management LLC’s 7th Largest Position
Cambridge Capital Management LLC raised its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 77.1% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Confluence Wealth Services Inc. Has $5.45 Million Holdings in iShares MSCI Emerging Markets ETF $EEM
Confluence Wealth Services Inc. lessened its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 10.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
JPMorgan Equity Premium Income ETF $JEPI Shares Acquired by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 7.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Capital Group Dividend Value ETF $CGDV Shares Acquired by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. grew its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 6.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Capital Group Dividend Growers ETF $CGDG is Confluence Wealth Services Inc.’s 9th Largest Position
Confluence Wealth Services Inc. boosted its stake in Capital Group Dividend Growers ETF (NYSEARCA:CGDG – Free Report) by 13.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Dimensional World ex U.S. Core Equity 2 ETF $DFAX Shares Bought by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. increased its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 4.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Confluence Wealth Services Inc. Raises Stock Position in iShares MSCI EAFE ETF $EFA
Confluence Wealth Services Inc. lifted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Capital Group New Geography Equity ETF $CGNG Shares Purchased by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. lifted its stake in Capital Group New Geography Equity ETF (NYSEARCA:CGNG – Free Report) by 9.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Confluence Wealth Services Inc. Increases Holdings in iShares Russell 2000 Growth ETF $IWO
Confluence Wealth Services Inc. boosted its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Confluence Wealth Services Inc. Increases Holdings in Capital Group Municipal High-Income ETF $CGHM
Confluence Wealth Services Inc. raised its stake in shares of Capital Group Municipal High-Income ETF (NYSEARCA:CGHM – Free Report) by 10.7% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Confluence Wealth Services Inc. Invests $14.34 Million in JPMorgan Active Value ETF $JAVA
Confluence Wealth Services Inc. bought a new position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Confluence Wealth Services Inc. Buys 16,017 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Confluence Wealth Services Inc. raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Confluence Wealth Services Inc. Has $30.61 Million Position in Capital Group Municipal Income ETF $CGMU
Confluence Wealth Services Inc. increased its position in shares of Capital Group Municipal Income ETF (NYSEARCA:CGMU – Free Report) by 49.8% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Dimensional U.S. Small Cap ETF $DFAS Stock Holdings Increased by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. grew its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Confluence Wealth Services Inc. Acquires Shares of 2,358,317 PIMCO Multi Sector Bond Active ETF $PYLD
Confluence Wealth Services Inc. purchased a new position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Confluence Wealth Services Inc. Acquires 5,192 Shares of iShares Russell 1000 Value ETF $IWD
Confluence Wealth Services Inc. boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 17.5% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Dimensional US Marketwide Value ETF $DFUV Shares Purchased by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. lifted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 8.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Capital Group Core Balanced ETF $CGBL Shares Acquired by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. increased its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 75.4% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Confluence Wealth Services Inc. Has $142.56 Million Stock Holdings in iShares Russell 1000 Growth ETF $IWF
Confluence Wealth Services Inc. boosted its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 3.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Caprock Group LLC Has $5.19 Million Stake in Monster Beverage Corporation $MNST
Caprock Group LLC lifted its stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 38.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
iShares Core Dividend Growth ETF $DGRO Stock Holdings Boosted by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. boosted its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 11.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Confluence Wealth Services Inc. Purchases 68,151 Shares of Vanguard International High Dividend Yield ETF $VYMI
Confluence Wealth Services Inc. lifted its holdings in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 5.4% during the fourth quarter, according to the company in its most recent Form... More of this article »
Capital Group International Focus Equity ETF $CGXU Holdings Raised by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. boosted its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Confluence Wealth Services Inc. Purchases 8,984 Shares of iShares National Muni Bond ETF $MUB
Confluence Wealth Services Inc. grew its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 10.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Confluence Wealth Services Inc. Buys 3,239 Shares of Invesco QQQ $QQQ
Confluence Wealth Services Inc. grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 140.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Caprock Group LLC Has $5.09 Million Stock Holdings in Cboe Global Markets, Inc. $CBOE
Caprock Group LLC increased its position in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 15.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Caprock Group LLC Boosts Stake in HSBC Holdings plc $HSBC
Caprock Group LLC increased its position in HSBC Holdings plc (NYSE:HSBC – Free Report) by 9.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 65,429 shares of the financial services provider’s... More of this article »
Caprock Group LLC Has $5.28 Million Stake in The PNC Financial Services Group, Inc $PNC
Caprock Group LLC increased its position in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 20.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Confluence Wealth Services Inc. Purchases 143,424 Shares of Capital Group International Core Equity ETF $CGIC
Confluence Wealth Services Inc. increased its stake in shares of Capital Group International Core Equity ETF (NYSEARCA:CGIC – Free Report) by 1,213.7% in the fourth quarter, according to its most recent Form 13F filing with... More of this article »
Caprock Group LLC Boosts Stake in FedEx Corporation $FDX
Caprock Group LLC lifted its holdings in FedEx Corporation (NYSE:FDX – Free Report) by 18.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
ConocoPhillips $COP Shares Acquired by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. lifted its position in ConocoPhillips (NYSE:COP – Free Report) by 48.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Confluence Wealth Services Inc. Has $33.07 Million Stake in Capital Group Core Plus Income ETF $CGCP
Confluence Wealth Services Inc. raised its stake in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 7.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Confluence Wealth Services Inc. Sells 5,619 Shares of The PNC Financial Services Group, Inc $PNC
Confluence Wealth Services Inc. decreased its position in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 19.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 23,850... More of this article »
Confluence Wealth Services Inc. Has $6.12 Million Stake in iShares Core MSCI EAFE ETF $IEFA
Confluence Wealth Services Inc. increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 18.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 68,450 shares... More of this article »
704,901 Shares in MFS Active Core Plus Bond ETF $MFSB Purchased by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. acquired a new position in MFS Active Core Plus Bond ETF (NYSEARCA:MFSB – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Confluence Wealth Services Inc. Makes New Investment in JPMorgan Core Plus Bond ETF $JCPB
Confluence Wealth Services Inc. purchased a new position in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
WesBanco (NASDAQ:WSBC) Given “Buy” Rating at DA Davidson
DA Davidson reissued their buy rating on shares of WesBanco (NASDAQ:WSBC – Free Report) in a research report sent to investors on Wednesday,Benzinga reports. They currently have a $41.00 price target on the financial services... More of this article »
Hershey (HSY) to Release Earnings on Thursday
Hershey (NYSE:HSY – Get Free Report) is projected to release its Q1 2026 results before the market opens on Thursday, April 30th. Analysts expect Hershey to post earnings of $2.05 per share and revenue of $3.0216 billion for... More of this article »
Steel Dynamics (NASDAQ:STLD) Given New $241.00 Price Target at KeyCorp
Steel Dynamics (NASDAQ:STLD – Free Report) had its target price raised by KeyCorp from $190.00 to $241.00 in a research note released on Wednesday,Benzinga reports. KeyCorp currently has an overweight rating on the basic materials... More of this article »
BMO Capital Markets Issues Positive Forecast for Xcel Energy (NASDAQ:XEL) Stock Price
Xcel Energy (NASDAQ:XEL – Free Report) had its target price hoisted by BMO Capital Markets from $90.00 to $94.00 in a report issued on Wednesday,Benzinga reports. BMO Capital Markets currently has an outperform rating on the... More of this article »
Tractor Supply (NASDAQ:TSCO) Given New $47.00 Price Target at Wells Fargo & Company
Tractor Supply (NASDAQ:TSCO – Free Report) had its price target reduced by Wells Fargo & Company from $55.00 to $47.00 in a report released on Wednesday,Benzinga reports. They currently have an overweight rating on the specialty... More of this article »
Tractor Supply (NASDAQ:TSCO) Given New $50.00 Price Target at Mizuho
Tractor Supply (NASDAQ:TSCO – Free Report) had its target price trimmed by Mizuho from $58.00 to $50.00 in a research report sent to investors on Wednesday morning,Benzinga reports. The brokerage currently has an outperform rating... More of this article »
Skyworks Solutions (NASDAQ:SWKS) Upgraded by Barclays to “Overweight” Rating
Barclays upgraded shares of Skyworks Solutions (NASDAQ:SWKS – Free Report) from an equal weight rating to an overweight rating in a research report released on Wednesday morning, Marketbeat reports. They currently have $70.00... More of this article »
Werner Enterprises (NASDAQ:WERN) Given New $38.00 Price Target at Susquehanna
Werner Enterprises (NASDAQ:WERN – Free Report) had its price target boosted by Susquehanna from $31.00 to $38.00 in a report issued on Wednesday,Benzinga reports. Susquehanna currently has a neutral rating on the transportation... More of this article »
Zions Bancorporation, N.A. (NASDAQ:ZION) Given New $72.00 Price Target at Barclays
Zions Bancorporation, N.A. (NASDAQ:ZION – Free Report) had its price target raised by Barclays from $68.00 to $72.00 in a research note published on Wednesday morning,Benzinga reports. Barclays currently has an underweight rating... More of this article »