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Image for Avior Wealth Management LLC Buys 5,957 Shares of Expand Energy Corporation $EXE

Avior Wealth Management LLC Buys 5,957 Shares of Expand Energy Corporation $EXE

Avior Wealth Management LLC lifted its stake in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 215.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,716... More of this article »
Image for Armstrong Advisory Group Inc. Has $282,000 Holdings in Global X Uranium ETF $URA

Armstrong Advisory Group Inc. Has $282,000 Holdings in Global X Uranium ETF $URA

Armstrong Advisory Group Inc. trimmed its position in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) by 95.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Avior Wealth Management LLC Purchases Shares of 13,005 Zions Bancorporation, N.A. $ZION

Avior Wealth Management LLC Purchases Shares of 13,005 Zions Bancorporation, N.A. $ZION

Avior Wealth Management LLC bought a new position in shares of Zions Bancorporation, N.A. (NASDAQ:ZION – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Avior Wealth Management LLC Takes Position in Schwab High Yield Bond ETF $SCYB

Avior Wealth Management LLC Takes Position in Schwab High Yield Bond ETF $SCYB

Avior Wealth Management LLC acquired a new stake in shares of Schwab High Yield Bond ETF (NYSEARCA:SCYB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Avior Wealth Management LLC Lowers Stock Holdings in Aercap Holdings N.V. $AER

Avior Wealth Management LLC Lowers Stock Holdings in Aercap Holdings N.V. $AER

Avior Wealth Management LLC reduced its stake in Aercap Holdings N.V. (NYSE:AER – Free Report) by 47.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Construction Partners, Inc. $ROAD Shares Sold by Avior Wealth Management LLC

Construction Partners, Inc. $ROAD Shares Sold by Avior Wealth Management LLC

Avior Wealth Management LLC lowered its stake in shares of Construction Partners, Inc. (NASDAQ:ROAD – Free Report) by 38.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Avior Wealth Management LLC Sells 8,091 Shares of The Andersons, Inc. $ANDE

Avior Wealth Management LLC Sells 8,091 Shares of The Andersons, Inc. $ANDE

Avior Wealth Management LLC lowered its holdings in The Andersons, Inc. (NASDAQ:ANDE – Free Report) by 35.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Aventura Private Wealth LLC Invests $1.84 Million in Tesla, Inc. $TSLA

Aventura Private Wealth LLC Invests $1.84 Million in Tesla, Inc. $TSLA

Aventura Private Wealth LLC acquired a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Aventura Private Wealth LLC Invests $3.95 Million in Netflix, Inc. $NFLX

Aventura Private Wealth LLC Invests $3.95 Million in Netflix, Inc. $NFLX

Aventura Private Wealth LLC acquired a new position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 42,176... More of this article »
Image for Armstrong Advisory Group Inc. Purchases New Stake in SPDR Portfolio S&P 500 High Dividend ETF $SPYD

Armstrong Advisory Group Inc. Purchases New Stake in SPDR Portfolio S&P 500 High Dividend ETF $SPYD

Armstrong Advisory Group Inc. purchased a new stake in shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Armstrong Advisory Group Inc. Boosts Stock Position in iShares Silver Trust $SLV

Armstrong Advisory Group Inc. Boosts Stock Position in iShares Silver Trust $SLV

Armstrong Advisory Group Inc. boosted its stake in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 436.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Aventura Private Wealth LLC Makes New $646,000 Investment in Procter & Gamble Company (The) $PG

Aventura Private Wealth LLC Makes New $646,000 Investment in Procter & Gamble Company (The) $PG

Aventura Private Wealth LLC acquired a new stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Aventura Private Wealth LLC Takes $2 Million Position in Walmart Inc. $WMT

Aventura Private Wealth LLC Takes $2 Million Position in Walmart Inc. $WMT

Aventura Private Wealth LLC purchased a new position in Walmart Inc. (NASDAQ:WMT – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased... More of this article »
Image for Aventura Private Wealth LLC Takes $2.14 Million Position in AbbVie Inc. $ABBV

Aventura Private Wealth LLC Takes $2.14 Million Position in AbbVie Inc. $ABBV

Aventura Private Wealth LLC purchased a new position in AbbVie Inc. (NYSE:ABBV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Armstrong Advisory Group Inc. Cuts Stake in SPDR Portfolio High Yield Bond ETF $SPHY

Armstrong Advisory Group Inc. Cuts Stake in SPDR Portfolio High Yield Bond ETF $SPHY

Armstrong Advisory Group Inc. trimmed its position in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 49.9% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Armstrong Advisory Group Inc. Boosts Position in Vanguard Short-Term Corporate Bond ETF $VCSH

Armstrong Advisory Group Inc. Boosts Position in Vanguard Short-Term Corporate Bond ETF $VCSH

Armstrong Advisory Group Inc. lifted its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 142.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for 8,032 Shares in Oracle Corporation $ORCL Bought by Aventura Private Wealth LLC

8,032 Shares in Oracle Corporation $ORCL Bought by Aventura Private Wealth LLC

Aventura Private Wealth LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 8,032 shares of the enterprise... More of this article »
Image for Aventura Private Wealth LLC Invests $2.44 Million in Costco Wholesale Corporation $COST

Aventura Private Wealth LLC Invests $2.44 Million in Costco Wholesale Corporation $COST

Aventura Private Wealth LLC bought a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Aventura Private Wealth LLC Invests $4.68 Million in Vanguard S&P 500 ETF $VOO

Aventura Private Wealth LLC Invests $4.68 Million in Vanguard S&P 500 ETF $VOO

Aventura Private Wealth LLC bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Needham & Company LLC Raises Planet Labs PBC (NYSE:PL) Price Target to $40.00

Needham & Company LLC Raises Planet Labs PBC (NYSE:PL) Price Target to $40.00

Planet Labs PBC (NYSE:PL – Get Free Report) had its price target increased by equities researchers at Needham & Company LLC to $40.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a “buy”... More of this article »
Image for Allworth Financial LP Has $2.92 Million Stock Holdings in EMCOR Group, Inc. $EME

Allworth Financial LP Has $2.92 Million Stock Holdings in EMCOR Group, Inc. $EME

Allworth Financial LP lowered its holdings in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 14.9% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,501... More of this article »
Image for Alphabet Inc. $GOOGL is Argent Capital Management LLC’s Largest Position

Alphabet Inc. $GOOGL is Argent Capital Management LLC’s Largest Position

Argent Capital Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for American National Bank of Texas Makes New Investment in Fidelity Enhanced Small Cap ETF $FESM

American National Bank of Texas Makes New Investment in Fidelity Enhanced Small Cap ETF $FESM

American National Bank of Texas acquired a new stake in Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Broadcom Inc. $AVGO is Argent Capital Management LLC’s 7th Largest Position

Broadcom Inc. $AVGO is Argent Capital Management LLC’s 7th Largest Position

Argent Capital Management LLC lowered its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 9.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Armstrong Advisory Group Inc. Acquires 5,257 Shares of Vanguard Communication Services ETF $VOX

Armstrong Advisory Group Inc. Acquires 5,257 Shares of Vanguard Communication Services ETF $VOX

Armstrong Advisory Group Inc. boosted its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Sterling Infrastructure, Inc. $STRL Stock Holdings Increased by Allworth Financial LP

Sterling Infrastructure, Inc. $STRL Stock Holdings Increased by Allworth Financial LP

Allworth Financial LP raised its holdings in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) by 1,307.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Vanguard Total Bond Market ETF $BND Stock Position Increased by Armstrong Advisory Group Inc.

Vanguard Total Bond Market ETF $BND Stock Position Increased by Armstrong Advisory Group Inc.

Armstrong Advisory Group Inc. lifted its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 3.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Armstrong Advisory Group Inc. Purchases 12,334 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Armstrong Advisory Group Inc. Purchases 12,334 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Armstrong Advisory Group Inc. raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 29.7% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Allworth Financial LP Sells 12,607 Shares of JPMorgan Core Plus Bond ETF $JCPB

Allworth Financial LP Sells 12,607 Shares of JPMorgan Core Plus Bond ETF $JCPB

Allworth Financial LP cut its holdings in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 21.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Allworth Financial LP Increases Stake in Dimensional Global Real Estate ETF $DFGR

Allworth Financial LP Increases Stake in Dimensional Global Real Estate ETF $DFGR

Allworth Financial LP boosted its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 561.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Armstrong Advisory Group Inc. Has $82.88 Million Holdings in Schwab 1000 Index ETF $SCHK

Armstrong Advisory Group Inc. Has $82.88 Million Holdings in Schwab 1000 Index ETF $SCHK

Armstrong Advisory Group Inc. increased its holdings in Schwab 1000 Index ETF (NYSEARCA:SCHK – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Armstrong Advisory Group Inc. Boosts Stake in Vanguard FTSE Europe ETF $VGK

Armstrong Advisory Group Inc. Boosts Stake in Vanguard FTSE Europe ETF $VGK

Armstrong Advisory Group Inc. increased its holdings in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 3.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Armstrong Advisory Group Inc. Cuts Position in Vanguard Health Care ETF $VHT

Armstrong Advisory Group Inc. Cuts Position in Vanguard Health Care ETF $VHT

Armstrong Advisory Group Inc. lowered its position in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Allworth Financial LP Lowers Stock Holdings in Invesco California AMT-Free Municipal Bond ETF $PWZ

Allworth Financial LP Lowers Stock Holdings in Invesco California AMT-Free Municipal Bond ETF $PWZ

Allworth Financial LP lessened its stake in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) by 28.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for ServiceNow, Inc. $NOW Shares Sold by Allworth Financial LP

ServiceNow, Inc. $NOW Shares Sold by Allworth Financial LP

Allworth Financial LP lowered its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 60.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Allworth Financial LP Lowers Stock Position in Innovator U.S. Small Cap Power Buffer ETF – May $KMAY

Allworth Financial LP Lowers Stock Position in Innovator U.S. Small Cap Power Buffer ETF – May $KMAY

Allworth Financial LP trimmed its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – May (BATS:KMAY – Free Report) by 90.4% in the third quarter, according to the company in its most recent filing with the... More of this article »
Image for Allworth Financial LP Trims Holdings in Marathon Petroleum Corporation $MPC

Allworth Financial LP Trims Holdings in Marathon Petroleum Corporation $MPC

Allworth Financial LP decreased its stake in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 21.4% during the third quarter, according to its most recent filing with the SEC. The institutional investor ... More of this article »
Image for Doximity, Inc. $DOCS Shares Acquired by Allworth Financial LP

Doximity, Inc. $DOCS Shares Acquired by Allworth Financial LP

Allworth Financial LP increased its stake in Doximity, Inc. (NYSE:DOCS – Free Report) by 369.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Invesco S&P MidCap Quality ETF $XMHQ Shares Acquired by American National Bank of Texas

Invesco S&P MidCap Quality ETF $XMHQ Shares Acquired by American National Bank of Texas

American National Bank of Texas increased its position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 56.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Allworth Financial LP Grows Position in Invesco NASDAQ 100 ETF $QQQM

Allworth Financial LP Grows Position in Invesco NASDAQ 100 ETF $QQQM

Allworth Financial LP raised its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 67.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Allworth Financial LP Invests $3 Million in Avantis U.S. Large Cap Equity ETF $AVLC

Allworth Financial LP Invests $3 Million in Avantis U.S. Large Cap Equity ETF $AVLC

Allworth Financial LP bought a new stake in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Armstrong Advisory Group Inc. Buys 16,367 Shares of iShares MSCI Brazil ETF $EWZ

Armstrong Advisory Group Inc. Buys 16,367 Shares of iShares MSCI Brazil ETF $EWZ

Armstrong Advisory Group Inc. grew its position in iShares MSCI Brazil ETF (NYSEARCA:EWZ – Free Report) by 1.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Armstrong Advisory Group Inc. Raises Stock Holdings in iShares MSCI Japan ETF $EWJ

Armstrong Advisory Group Inc. Raises Stock Holdings in iShares MSCI Japan ETF $EWJ

Armstrong Advisory Group Inc. boosted its stake in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 2.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 379,420 shares of... More of this article »
Image for SPDR Gold Shares $GLD Shares Sold by Armstrong Advisory Group Inc.

SPDR Gold Shares $GLD Shares Sold by Armstrong Advisory Group Inc.

Armstrong Advisory Group Inc. lowered its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 94.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for CocaCola Company (The) $KO Shares Purchased by Armstrong Advisory Group Inc.

CocaCola Company (The) $KO Shares Purchased by Armstrong Advisory Group Inc.

Armstrong Advisory Group Inc. raised its position in CocaCola Company (The) (NYSE:KO – Free Report) by 37.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for iShares 7-10 Year Treasury Bond ETF $IEF Stake Lifted by Armstrong Advisory Group Inc.

iShares 7-10 Year Treasury Bond ETF $IEF Stake Lifted by Armstrong Advisory Group Inc.

Armstrong Advisory Group Inc. grew its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 2,754.6% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Armstrong Advisory Group Inc. Increases Stake in SPDR Portfolio S&P 500 ETF $SPLG

Armstrong Advisory Group Inc. Increases Stake in SPDR Portfolio S&P 500 ETF $SPLG

Armstrong Advisory Group Inc. lifted its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 1,254.1% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Allworth Financial LP Sells 1,283 Shares of Comfort Systems USA, Inc. $FIX

Allworth Financial LP Sells 1,283 Shares of Comfort Systems USA, Inc. $FIX

Allworth Financial LP trimmed its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 26.6% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 3,540 shares of... More of this article »
Image for Allworth Financial LP Reduces Stock Position in FT Vest U.S. Equity Buffer ETF – February $FFEB

Allworth Financial LP Reduces Stock Position in FT Vest U.S. Equity Buffer ETF – February $FFEB

Allworth Financial LP trimmed its position in FT Vest U.S. Equity Buffer ETF – February (BATS:FFEB – Free Report) by 41.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for SoFi Technologies, Inc. $SOFI Stake Raised by Allworth Financial LP

SoFi Technologies, Inc. $SOFI Stake Raised by Allworth Financial LP

Allworth Financial LP boosted its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 390.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »