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Dimensional U.S. Equity ETF $DFUS is Dynamic Advisor Solutions LLC’s 7th Largest Position
Dynamic Advisor Solutions LLC cut its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 12.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Elevation Wealth Partners LLC Makes New Investment in Fair Isaac Corporation $FICO
Elevation Wealth Partners LLC bought a new stake in Fair Isaac Corporation (NYSE:FICO – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought... More of this article »
First Trust TCW Unconstrained Plus Bond ETF $UCON Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lowered its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 21.2% in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
FOCUS Wealth Advisors LLC Buys 13,804 Shares of FT Vest U.S. Equity Buffer ETF – May $FMAY
FOCUS Wealth Advisors LLC boosted its stake in FT Vest U.S. Equity Buffer ETF – May (BATS:FMAY – Free Report) by 2.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lowered its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 14.7% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Dynamic Advisor Solutions LLC Has $7.76 Million Stock Position in Cisco Systems, Inc. $CSCO
Dynamic Advisor Solutions LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
JPMorgan Ultra-Short Income ETF $JPST Shares Acquired by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC raised its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dynamic Advisor Solutions LLC Trims Stock Holdings in SPDR Gold Shares $GLD
Dynamic Advisor Solutions LLC lowered its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 33.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Sells 5,568 Shares of SPDR MSCI EAFE StrategicFactors ETF $QEFA
Dynamic Advisor Solutions LLC trimmed its position in SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA – Free Report) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Decreases Stock Position in Mastercard Incorporated $MA
Dynamic Advisor Solutions LLC lowered its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 6.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Dimensional Emerging Core Equity Market ETF $DFAE Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lessened its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 21.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Dynamic Advisor Solutions LLC Lowers Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD
Dynamic Advisor Solutions LLC lowered its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 33.2% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Centerline Wealth Advisors LLC Sells 25,177 Shares of iShares MSCI EAFE Growth ETF $EFG
Centerline Wealth Advisors LLC cut its position in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 79.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,606... More of this article »
Dynamic Advisor Solutions LLC Has $29.06 Million Stake in Dimensional U.S. Core Equity 2 ETF $DFAC
Dynamic Advisor Solutions LLC trimmed its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 37.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Carr Financial Group Corp Increases Position in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
Carr Financial Group Corp lifted its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 32.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dynamic Advisor Solutions LLC Has $20.03 Million Position in Schwab U.S. Mid-Cap ETF $SCHM
Dynamic Advisor Solutions LLC lessened its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 28.6% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 666,013... More of this article »
Dynamic Advisor Solutions LLC Trims Position in GE Aerospace $GE
Dynamic Advisor Solutions LLC decreased its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 10.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Dynamic Advisor Solutions LLC Has $20.98 Million Stock Holdings in Fidelity Value Factor ETF $FVAL
Dynamic Advisor Solutions LLC raised its holdings in Fidelity Value Factor ETF (NYSEARCA:FVAL – Free Report) by 61.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Carr Financial Group Corp Buys 2,482 Shares of Vanguard Small-Cap ETF $VB
Carr Financial Group Corp increased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 13.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Elevation Wealth Partners LLC Cuts Position in Vanguard Mid-Cap ETF $VO
Elevation Wealth Partners LLC decreased its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Centerline Wealth Advisors LLC Buys New Shares in iShares U.S. Aerospace & Defense ETF $ITA
Centerline Wealth Advisors LLC bought a new position in iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Centerline Wealth Advisors LLC Cuts Position in Fidelity MSCI Materials Index ETF $FMAT
Centerline Wealth Advisors LLC lessened its position in Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT – Free Report) by 72.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
ServiceNow, Inc. $NOW Shares Bought by Carr Financial Group Corp
Carr Financial Group Corp grew its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 840.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Dynamic Advisor Solutions LLC Cuts Stock Holdings in iShares Russell 2000 ETF $IWM
Dynamic Advisor Solutions LLC reduced its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 40.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Carr Financial Group Corp Raises Stock Position in SPDR Bloomberg 3-12 Month T-Bill ETF $BILS
Carr Financial Group Corp grew its stake in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 105.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Centerline Wealth Advisors LLC Lowers Stake in iShares Convertible Bond ETF $ICVT
Centerline Wealth Advisors LLC lowered its holdings in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 66.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dynamic Advisor Solutions LLC Sells 146,389 Shares of Dimensional US High Profitability ETF $DUHP
Dynamic Advisor Solutions LLC reduced its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 38.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Dynamic Advisor Solutions LLC Sells 796,554 Shares of Dimensional Core Fixed Income ETF $DFCF
Dynamic Advisor Solutions LLC cut its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 52.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Janus Henderson Short Duration Income ETF $VNLA Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC decreased its holdings in shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 31.8% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Centerline Wealth Advisors LLC Lowers Stake in iShares 20+ Year Treasury Bond ETF $TLT
Centerline Wealth Advisors LLC cut its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 83.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Carr Financial Group Corp Invests $1.19 Million in iShares 7-10 Year Treasury Bond ETF $IEF
Carr Financial Group Corp bought a new stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Has $5.75 Million Stock Position in Vanguard High Dividend Yield ETF $VYM
Dynamic Advisor Solutions LLC reduced its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 36.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dimensional Global Core Plus Fixed Income ETF $DFGP Shares Acquired by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC increased its position in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 2,369.0% during the fourth quarter, according to the company in its most recent Form... More of this article »
iShares Core Dividend Growth ETF $DGRO Shares Acquired by Carr Financial Group Corp
Carr Financial Group Corp grew its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 64.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Carr Financial Group Corp Has $1.90 Million Stock Position in iShares 10-20 Year Treasury Bond ETF $TLH
Carr Financial Group Corp lowered its stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 53.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,675... More of this article »
Dynamic Advisor Solutions LLC Purchases 3,270 Shares of S&P Global Inc. $SPGI
Dynamic Advisor Solutions LLC raised its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 25.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
John Hancock Multifactor Mid Cap ETF $JHMM Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC trimmed its holdings in shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM – Free Report) by 25.3% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Centerline Wealth Advisors LLC Makes New Investment in Abacus FCF Real Assets Leaders ETF $ABLD
Centerline Wealth Advisors LLC bought a new stake in shares of Abacus FCF Real Assets Leaders ETF (BATS:ABLD – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Dynamic Advisor Solutions LLC Purchases 6,947 Shares of AST SpaceMobile, Inc. $ASTS
Dynamic Advisor Solutions LLC boosted its position in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS – Free Report) by 4.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Acquires 32,562 Shares of Dimensional Global Real Estate ETF $DFGR
Cyndeo Wealth Partners LLC grew its holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 172.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Elmwood Wealth Management Inc. Acquires New Holdings in Vanguard Value ETF $VTV
Elmwood Wealth Management Inc. bought a new position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
iShares MSCI EAFE Value ETF $EFV Stake Lessened by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC lessened its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 39.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Asempa Wealth Advisors Takes $621,000 Position in iShares Core S&P Mid-Cap ETF $IJH
Asempa Wealth Advisors purchased a new stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Elmwood Wealth Management Inc. Sells 8,775 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Elmwood Wealth Management Inc. decreased its position in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 36.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
CWA Asset Management Group LLC Acquires 2,002 Shares of Broadcom Inc. $AVGO
CWA Asset Management Group LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
CWA Asset Management Group LLC Reduces Position in Johnson & Johnson $JNJ
CWA Asset Management Group LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Broadcom Inc. $AVGO Shares Bought by Covea Finance
Covea Finance increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 46.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 234,070 shares of the semiconductor manufacturer’s... More of this article »
DLocal (NASDAQ:DLO) vs. International Money Express (NASDAQ:IMXI) Critical Review
International Money Express (NASDAQ:IMXI – Get Free Report) and DLocal (NASDAQ:DLO – Get Free Report) are both business services companies, but which is the better business? We will compare the two companies based on the... More of this article »