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Aventura Private Wealth LLC Acquires New Shares in T-Mobile US, Inc. $TMUS
Aventura Private Wealth LLC purchased a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Avior Wealth Management LLC Has $2.21 Million Stake in Corteva, Inc. $CTVA
Avior Wealth Management LLC lifted its position in shares of Corteva, Inc. (NYSE:CTVA – Free Report) by 464.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 32,901... More of this article »
Avior Wealth Management LLC Has $1.96 Million Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV
Avior Wealth Management LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 184.5% in the 4th quarter, according to its most recent disclosure with the Securities and... More of this article »
Avior Wealth Management LLC Acquires 6,995 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES
Avior Wealth Management LLC raised its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 70.4% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Aventura Private Wealth LLC Takes $453,000 Position in Honeywell International Inc. $HON
Aventura Private Wealth LLC purchased a new stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Aventura Private Wealth LLC Takes $549,000 Position in CME Group Inc. $CME
Aventura Private Wealth LLC bought a new position in shares of CME Group Inc. (NASDAQ:CME – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
PTC Inc. $PTC Shares Sold by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA trimmed its position in shares of PTC Inc. (NASDAQ:PTC – Free Report) by 25.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
iShares Core S&P 500 ETF $IVV Position Reduced by Avior Wealth Management LLC
Avior Wealth Management LLC cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 18.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Aventura Private Wealth LLC Invests $725,000 in SPDR Dow Jones Industrial Average ETF Trust $DIA
Aventura Private Wealth LLC acquired a new stake in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired... More of this article »
Aventura Private Wealth LLC Makes New $718,000 Investment in Hilton Worldwide Holdings Inc. $HLT
Aventura Private Wealth LLC purchased a new stake in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Avior Wealth Management LLC Increases Stake in Invesco BulletShares 2030 Corporate Bond ETF $BSCU
Avior Wealth Management LLC lifted its holdings in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) by 28.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Aventura Private Wealth LLC Invests $621,000 in NXP Semiconductors N.V. $NXPI
Aventura Private Wealth LLC purchased a new stake in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 2,862 shares... More of this article »
Baldwin Wealth Partners LLC MA Boosts Position in JPMorgan Active Bond ETF $JBND
Baldwin Wealth Partners LLC MA lifted its holdings in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Baldwin Wealth Partners LLC MA Has $9.47 Million Stake in Otis Worldwide Corporation $OTIS
Baldwin Wealth Partners LLC MA lessened its stake in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 5.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Avior Wealth Management LLC Boosts Holdings in Kinder Morgan, Inc. $KMI
Avior Wealth Management LLC grew its stake in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 148.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
AutoZone, Inc. $AZO Shares Sold by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA cut its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 7.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Aventura Private Wealth LLC Buys Shares of 2,905 Lam Research Corporation $LRCX
Aventura Private Wealth LLC bought a new stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Avior Wealth Management LLC Makes New $2.18 Million Investment in US Foods Holding Corp. $USFD
Avior Wealth Management LLC purchased a new stake in US Foods Holding Corp. (NYSE:USFD – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 29,000 shares of the company’s... More of this article »
Baldwin Wealth Partners LLC MA Acquires 17,121 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT
Baldwin Wealth Partners LLC MA lifted its stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 7.4% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Invesco BulletShares 2031 Municipal Bond ETF $BSMV Stock Position Raised by Avior Wealth Management LLC
Avior Wealth Management LLC lifted its position in Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV – Free Report) by 18.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Aventura Private Wealth LLC Purchases Shares of 5,464 iShares MSCI EAFE ETF $EFA
Aventura Private Wealth LLC acquired a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Aventura Private Wealth LLC Takes Position in Monster Beverage Corporation $MNST
Aventura Private Wealth LLC acquired a new stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Baldwin Wealth Partners LLC MA Acquires 18,521 Shares of Intuit Inc. $INTU
Baldwin Wealth Partners LLC MA increased its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 2,166.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Avior Wealth Management LLC Has $3.54 Million Stock Holdings in Freeport-McMoRan Inc. $FCX
Avior Wealth Management LLC grew its position in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 857.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Aventura Private Wealth LLC Takes Position in SPDR Nuveen ICE Municipal Bond ETF $TFI
Aventura Private Wealth LLC acquired a new stake in shares of SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Avior Wealth Management LLC Has $2.04 Million Stock Holdings in Invesco BulletShares 2032 Corporate Bond ETF $BSCW
Avior Wealth Management LLC grew its position in Invesco BulletShares 2032 Corporate Bond ETF (NASDAQ:BSCW – Free Report) by 173.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 97,884... More of this article »
SPDR Gold Shares $GLD Shares Acquired by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA lifted its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
1,821 Shares in Seagate Technology Holdings PLC $STX Bought by Aventura Private Wealth LLC
Aventura Private Wealth LLC acquired a new stake in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Aventura Private Wealth LLC Purchases Shares of 1,812 SPDR Gold Shares $GLD
Aventura Private Wealth LLC acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Aventura Private Wealth LLC Acquires Shares of 13,296 Bristol Myers Squibb Company $BMY
Aventura Private Wealth LLC purchased a new position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Avior Wealth Management LLC Acquires New Shares in Capital Group Dividend Value ETF $CGDV
Avior Wealth Management LLC acquired a new position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Aventura Private Wealth LLC Invests $627,000 in Southern Company (The) $SO
Aventura Private Wealth LLC bought a new stake in Southern Company (The) (NYSE:SO – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Baldwin Wealth Partners LLC MA Purchases 17,036 Shares of iShares TIPS Bond ETF $TIP
Baldwin Wealth Partners LLC MA lifted its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 3.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Aventura Private Wealth LLC Acquires New Stake in Martin Marietta Materials, Inc. $MLM
Aventura Private Wealth LLC purchased a new stake in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
1,378 Shares in Intuitive Surgical, Inc. $ISRG Acquired by Aventura Private Wealth LLC
Aventura Private Wealth LLC bought a new position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,378 shares... More of this article »
Aventura Private Wealth LLC Acquires Shares of 2,910 Salesforce Inc. $CRM
Aventura Private Wealth LLC bought a new position in Salesforce Inc. (NYSE:CRM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Aventura Private Wealth LLC Makes New $785,000 Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Aventura Private Wealth LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 2,584... More of this article »
12,323 Shares in NIKE, Inc. $NKE Purchased by Aventura Private Wealth LLC
Aventura Private Wealth LLC bought a new stake in NIKE, Inc. (NYSE:NKE – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Aventura Private Wealth LLC Buys Shares of 4,356 RTX Corporation $RTX
Aventura Private Wealth LLC purchased a new position in shares of RTX Corporation (NYSE:RTX – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Aventura Private Wealth LLC Takes $800,000 Position in Howmet Aerospace Inc. $HWM
Aventura Private Wealth LLC bought a new position in Howmet Aerospace Inc. (NYSE:HWM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought... More of this article »
Aventura Private Wealth LLC Purchases New Shares in S&P Global Inc. $SPGI
Aventura Private Wealth LLC acquired a new position in S&P Global Inc. (NYSE:SPGI – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Argent Capital Management LLC Takes Position in Rambus, Inc. $RMBS
Argent Capital Management LLC acquired a new position in shares of Rambus, Inc. (NASDAQ:RMBS – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Visa Inc. $V Shares Sold by Argent Capital Management LLC
Argent Capital Management LLC reduced its position in shares of Visa Inc. (NYSE:V – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Aventura Private Wealth LLC Takes Position in Global X S&P 500 Covered Call ETF $XYLD
Aventura Private Wealth LLC bought a new position in Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
2,637 Shares in iShares Russell 1000 Growth ETF $IWF Purchased by Aventura Private Wealth LLC
Aventura Private Wealth LLC bought a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought... More of this article »
Aventura Private Wealth LLC Acquires New Position in Morgan Stanley $MS
Aventura Private Wealth LLC bought a new stake in shares of Morgan Stanley (NYSE:MS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Aventura Private Wealth LLC Purchases Shares of 3,423 Capital One Financial Corporation $COF
Aventura Private Wealth LLC purchased a new position in Capital One Financial Corporation (NYSE:COF – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Aventura Private Wealth LLC Buys Shares of 5,465 Philip Morris International Inc. $PM
Aventura Private Wealth LLC purchased a new position in Philip Morris International Inc. (NYSE:PM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »