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Dynamic Advisor Solutions LLC Sells 243,319 Shares of SPDR Portfolio Short Term Corporate Bond ETF $SPSB
Dynamic Advisor Solutions LLC lowered its position in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 50.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Invesco RAFI US 1000 ETF $PRF Stock Position Lessened by Breakwater Capital Group
Breakwater Capital Group cut its stake in Invesco RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 12.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Centerline Wealth Advisors LLC Sells 5,772 Shares of iShares U.S. Technology ETF $IYW
Centerline Wealth Advisors LLC cut its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 13.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Invesco RAFI US 1500 Small-Mid ETF $PRFZ Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its holdings in shares of Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 32.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Trims Stake in Fidelity MSCI Real Estate Index ETF $FREL
Dynamic Advisor Solutions LLC decreased its stake in shares of Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL – Free Report) by 20.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
TCW Transform Systems ETF $PWRD is Centerline Wealth Advisors LLC’s 6th Largest Position
Centerline Wealth Advisors LLC boosted its holdings in shares of TCW Transform Systems ETF (NASDAQ:PWRD – Free Report) by 144.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Crocodile Capital Partners GmbH Buys New Holdings in Transportadora De Gas Sa Ord B $TGS
Crocodile Capital Partners GmbH purchased a new position in shares of Transportadora De Gas Sa Ord B (NYSE:TGS – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Centerline Wealth Advisors LLC Acquires Shares of 56,599 iShares 3-7 Year Treasury Bond ETF $IEI
Centerline Wealth Advisors LLC acquired a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
JPMorgan Active Value ETF $JAVA is Centerline Wealth Advisors LLC’s 4th Largest Position
Centerline Wealth Advisors LLC lifted its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 70.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Crocodile Capital Partners GmbH Sells 1,359,973 Shares of Barrick Mining Corporation $B
Crocodile Capital Partners GmbH reduced its holdings in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 86.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Visa Inc. $V is Baldwin Wealth Partners LLC MA’s 8th Largest Position
Baldwin Wealth Partners LLC MA decreased its holdings in Visa Inc. (NYSE:V – Free Report) by 1.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 119,858... More of this article »
Apple Inc. $AAPL Holdings Lifted by Coastline Trust Co
Coastline Trust Co boosted its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 7.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 190,331 shares... More of this article »
First Hawaiian Bank Sells 6,450 Shares of Apple Inc. $AAPL
First Hawaiian Bank cut its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 39.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
CGN Advisors LLC Has $14.85 Million Holdings in Microsoft Corporation $MSFT
CGN Advisors LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Doliver Advisors LP Has $3.30 Million Holdings in Microsoft Corporation $MSFT
Doliver Advisors LP boosted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 30.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Baker Tilly Wealth Management LLC Has $629,000 Stock Position in Dimensional US Small Cap Value ETF $DFSV
Baker Tilly Wealth Management LLC lowered its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 50.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Cambria Investment Management L.P. Boosts Stake in Apple Inc. $AAPL
Cambria Investment Management L.P. lifted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 150.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Confluence Investment Management LLC Cuts Stake in Microsoft Corporation $MSFT
Confluence Investment Management LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 4.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
First Hawaiian Bank Sells 1,661 Shares of Microsoft Corporation $MSFT
First Hawaiian Bank lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 26.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Baldwin Wealth Partners LLC MA Increases Holdings in Alphabet Inc. $GOOG
Baldwin Wealth Partners LLC MA lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 57,412... More of this article »
CIBC Private Wealth Group LLC Has $1.93 Million Stock Position in Invesco S&P 500 Momentum ETF $SPMO
CIBC Private Wealth Group LLC grew its stake in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 7,363.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Microsoft Corporation $MSFT Shares Bought by Cambria Investment Management L.P.
Cambria Investment Management L.P. lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 324.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 17,908... More of this article »
Commons Capital LLC Acquires 3,184 Shares of Apple Inc. $AAPL
Commons Capital LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 10.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Microsoft Corporation $MSFT Shares Purchased by Canal Capital Management LLC
Canal Capital Management LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Microsoft Corporation $MSFT Holdings Boosted by Coastline Trust Co
Coastline Trust Co grew its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 11.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 106,657... More of this article »
Financial Management Network Inc. Purchases Shares of 24,705 Cohen & Steers Natural Resources Active ETF $CSNR
Financial Management Network Inc. acquired a new position in shares of Cohen & Steers Natural Resources Active ETF (NYSEARCA:CSNR – Free Report) in the 4th quarter, according to the company in its most recent disclosure... More of this article »
Financial Management Network Inc. Grows Position in Fidelity Total Bond ETF $FBND
Financial Management Network Inc. raised its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 20.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 123,217... More of this article »
Dagco Inc. Acquires 371,484 Shares of SPDR Portfolio Short Term Treasury ETF $SPTS
Dagco Inc. grew its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 32.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,513,995... More of this article »
Financial Management Network Inc. Buys 37,435 Shares of Capital Group Short Duration Income ETF $CGSD
Financial Management Network Inc. lifted its position in Capital Group Short Duration Income ETF (NYSEARCA:CGSD – Free Report) by 16.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Dagco Inc. Grows Position in Vanguard Short-Term Corporate Bond ETF $VCSH
Dagco Inc. increased its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 5,600.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Financial Management Network Inc. Increases Stock Holdings in Thornburg International Equity ETF $TXUE
Financial Management Network Inc. boosted its stake in Thornburg International Equity ETF (NASDAQ:TXUE – Free Report) by 16.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dagco Inc. Makes New Investment in First Trust Enhanced Short Maturity ETF $FTSM
Dagco Inc. purchased a new position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Capital Group Conservative Equity ETF $CGCV Shares Acquired by Financial Management Network Inc.
Financial Management Network Inc. lifted its stake in Capital Group Conservative Equity ETF (NYSEARCA:CGCV – Free Report) by 19.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG Stake Increased by Dagco Inc.
Dagco Inc. raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Financial Management Network Inc. Takes Position in Apollo Global Management Inc. $APO
Financial Management Network Inc. bought a new stake in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Financial Management Network Inc. Cuts Position in Pacer US Small Cap Cash Cows ETF $CALF
Financial Management Network Inc. decreased its position in Pacer US Small Cap Cash Cows ETF (BATS:CALF – Free Report) by 51.8% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Marvell Technology, Inc. $MRVL Shares Sold by Dagco Inc.
Dagco Inc. reduced its position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 94.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Financial Management Network Inc. Grows Holdings in iShares Global Infrastructure ETF $IGF
Financial Management Network Inc. raised its stake in iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) by 140.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Purchased by Bayshore Asset Management LLC
Bayshore Asset Management LLC boosted its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 120.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Financial Management Network Inc. Lowers Stock Holdings in Pacer Global Cash Cows Dividend ETF $GCOW
Financial Management Network Inc. reduced its position in Pacer Global Cash Cows Dividend ETF (BATS:GCOW – Free Report) by 7.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Firethorn Wealth Partners LLC Invests $533,000 in iShares Silver Trust $SLV
Firethorn Wealth Partners LLC purchased a new position in iShares Silver Trust (NYSEARCA:SLV – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Bayshore Asset Management LLC Raises Position in Dimensional International Small Cap Value ETF $DISV
Bayshore Asset Management LLC grew its holdings in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 20.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dagco Inc. Purchases Shares of 577,540 SELLAS Life Sciences Group, Inc. $SLS
Dagco Inc. purchased a new stake in shares of SELLAS Life Sciences Group, Inc. (NASDAQ:SLS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Elmwood Wealth Management Inc. Purchases New Position in Vanguard Total World Stock ETF $VT
Elmwood Wealth Management Inc. acquired a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – 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 »
Firethorn Wealth Partners LLC Purchases New Holdings in Invesco S&P 500 Revenue ETF $RWL
Firethorn Wealth Partners LLC purchased a new stake in shares of Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Firethorn Wealth Partners LLC Has $2.59 Million Position in Janus Henderson B-BBB CLO ETF $JBBB
Firethorn Wealth Partners LLC raised its position in Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) by 51.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
iShares S&P 500 Value ETF $IVE is Firethorn Wealth Partners LLC’s 7th Largest Position
Firethorn Wealth Partners LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 20.2% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 35,433... More of this article »
Janus Henderson AAA CLO ETF $JAAA Stock Position Increased by Firethorn Wealth Partners LLC
Firethorn Wealth Partners LLC boosted its stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 42.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »