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Firethorn Wealth Partners LLC Acquires New Stake in Invesco Large Cap Growth ETF $PWB
Firethorn Wealth Partners LLC bought a new position in Invesco Large Cap Growth ETF (NYSEARCA:PWB – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Invesco International Developed Dynamic Multifactor ETF $IMFL Stock Holdings Increased by Firethorn Wealth Partners LLC
Firethorn Wealth Partners LLC grew its position in shares of Invesco International Developed Dynamic Multifactor ETF (BATS:IMFL – Free Report) by 234.0% during the fourth quarter, according to the company in its most recent... More of this article »
iShares MSCI USA Quality Factor ETF $QUAL Shares Sold by Firethorn Wealth Partners LLC
Firethorn Wealth Partners LLC trimmed its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 31.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Financial Management Network Inc. Raises Stock Position in VanEck Alternative Asset Manager ETF $GPZ
Financial Management Network Inc. raised its holdings in shares of VanEck Alternative Asset Manager ETF (NYSEARCA:GPZ – Free Report) by 70.0% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Financial Management Network Inc. Sells 784 Shares of iShares Core S&P 500 ETF $IVV
Financial Management Network Inc. cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Firethorn Wealth Partners LLC Cuts Stock Holdings in Dimensional US Core Equity Market ETF $DFAU
Firethorn Wealth Partners LLC lessened its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 7.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
iShares U.S. Treasury Bond ETF $GOVT Shares Acquired by Financial Management Network Inc.
Financial Management Network Inc. lifted its position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 13.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Dagco Inc. Purchases 28,074 Shares of Columbia Research Enhanced Core ETF $RECS
Dagco Inc. boosted its position in shares of Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 31.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Purchased by Dagco Inc.
Dagco Inc. grew its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 13.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Dagco Inc. Increases Position in iShares Core S&P 500 ETF $IVV
Dagco Inc. lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Equinor ASA (NYSE:EQNR) Receives Average Recommendation of “Reduce” from Brokerages
Shares of Equinor ASA (NYSE:EQNR – Get Free Report) have earned an average rating of “Reduce” from the seventeen analysts that are covering the firm, Marketbeat.com reports. Seven research analysts have rated the... More of this article »
Brokerages Set Merck & Co., Inc. (NYSE:MRK) PT at $126.81
Shares of Merck & Co., Inc. (NYSE:MRK – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the eighteen analysts that are presently covering the firm, MarketBeat.com reports.... More of this article »
18,030 Shares in Dorian LPG Ltd. $LPG Acquired by Avior Wealth Management LLC
Avior Wealth Management LLC purchased a new stake in Dorian LPG Ltd. (NYSE:LPG – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
iShares Russell 1000 Growth ETF $IWF Shares Acquired by Baker Tilly Wealth Management LLC
Baker Tilly Wealth Management LLC grew its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 35.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Cyndeo Wealth Partners LLC Acquires Shares of 114,716 Slide Insurance Holdings, Inc. $SLDE
Cyndeo Wealth Partners LLC acquired a new stake in Slide Insurance Holdings, Inc. (NASDAQ:SLDE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cyndeo Wealth Partners LLC Takes Position in Vanguard Health Care ETF $VHT
Cyndeo Wealth Partners LLC bought a new position in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Elmwood Wealth Management Inc.
Elmwood Wealth Management Inc. increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 195.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Elmwood Wealth Management Inc. Invests $1.07 Million in Invesco S&P 500 Equal Weight Technology ETF $RSPT
Elmwood Wealth Management Inc. acquired a new position in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Elmwood Wealth Management Inc. Buys Shares of 6,959 Vanguard FTSE Europe ETF $VGK
Elmwood Wealth Management Inc. bought a new stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Intel Corporation $INTC Position Boosted by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC increased its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 210.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Cyndeo Wealth Partners LLC Makes New Investment in Harbor Commodity All-Weather Strategy ETF $HGER
Cyndeo Wealth Partners LLC purchased a new stake in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Cyndeo Wealth Partners LLC Purchases 2,604 Shares of iShares Russell 1000 Value ETF $IWD
Cyndeo Wealth Partners LLC grew its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 26.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
16,185 Shares in Citizens Financial Services Inc. $CZFS Purchased by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC acquired a new position in Citizens Financial Services Inc. (NASDAQ:CZFS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Elmwood Wealth Management Inc. Takes Position in Schwab US Dividend Equity ETF $SCHD
Elmwood Wealth Management Inc. purchased a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased... More of this article »
Cyndeo Wealth Partners LLC Trims Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Cyndeo Wealth Partners LLC lessened its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 44.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
iShares U.S. Financials ETF $IYF Stock Holdings Increased by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC boosted its holdings in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 149.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Cyndeo Wealth Partners LLC Increases Stock Position in Micron Technology, Inc. $MU
Cyndeo Wealth Partners LLC boosted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 242.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Elmwood Wealth Management Inc. Acquires Shares of 13,881 ProShares Large Cap Core Plus $CSM
Elmwood Wealth Management Inc. acquired a new stake in ProShares Large Cap Core Plus (BATS:CSM – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Cooper Financial Group Trims Position in EMCOR Group, Inc. $EME
Cooper Financial Group lowered its position in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 51.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Invesco QQQ $QQQ Shares Sold by Cooper Financial Group
Cooper Financial Group reduced its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 18.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 72,083... More of this article »
Cyndeo Wealth Partners LLC Makes New Investment in iShares U.S. Financial Services ETF $IYG
Cyndeo Wealth Partners LLC acquired a new stake in iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Elmwood Wealth Management Inc. Makes New Investment in iShares MSCI USA Momentum Factor ETF $MTUM
Elmwood Wealth Management Inc. bought a new stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Elmwood Wealth Management Inc. Makes New $1.23 Million Investment in Innovator Emerging Markets Power Buffer ETF – October $EOCT
Elmwood Wealth Management Inc. bought a new stake in shares of Innovator Emerging Markets Power Buffer ETF – October (NYSEARCA:EOCT – Free Report) in the fourth quarter, according to the company in its most recent disclosure... More of this article »
Cyndeo Wealth Partners LLC Acquires Shares of 15,612 JPMorgan Ultra-Short Municipal ETF $JMST
Cyndeo Wealth Partners LLC bought a new stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
JPMorgan Equity Premium Income ETF $JEPI Shares Acquired by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 90.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
4,513 Shares in Hyatt Hotels Corporation $H Bought by Cooper Financial Group
Cooper Financial Group purchased a new stake in Hyatt Hotels Corporation (NYSE:H – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Elmwood Wealth Management Inc. Trims Stake in iShares Treasury Floating Rate Bond ETF $TFLO
Elmwood Wealth Management Inc. lessened its holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 20.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Elmwood Wealth Management Inc. Increases Stock Position in Dimensional California Municipal Bond ETF $DFCA
Elmwood Wealth Management Inc. increased its holdings in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA – Free Report) by 30.8% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
58,689 Shares in Warner Bros. Discovery, Inc. $WBD Acquired by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC bought a new stake in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vanguard Small-Cap Value ETF $VBR Holdings Cut by Efficient Advisors LLC
Efficient Advisors LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 7.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Cyndeo Wealth Partners LLC Purchases 10,438 Shares of Intercontinental Exchange Inc. $ICE
Cyndeo Wealth Partners LLC grew its position in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 857.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 11,655 shares of the... More of this article »
Cyndeo Wealth Partners LLC Grows Stock Holdings in iShares U.S. Aerospace & Defense ETF $ITA
Cyndeo Wealth Partners LLC boosted its stake in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 177.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Elmwood Wealth Management Inc. Takes Position in iShares MSCI ACWI ETF $ACWI
Elmwood Wealth Management Inc. acquired a new position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Cooper Financial Group Sells 8,941 Shares of Pacer US Cash Cows 100 ETF $COWZ
Cooper Financial Group cut its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 36.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Cooper Financial Group Takes Position in iShares Russell 2000 ETF $IWM
Cooper Financial Group acquired a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Ameriprise Financial, Inc. $AMP Position Trimmed by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC reduced its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 78.6% 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 »
Cooper Financial Group Invests $669,000 in Simplify High Yield ETF $CDX
Cooper Financial Group acquired a new stake in Simplify High Yield ETF (NYSEARCA:CDX – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired... More of this article »
4,507 Shares in iShares Russell 1000 Value ETF $IWD Bought by Elmwood Wealth Management Inc.
Elmwood Wealth Management Inc. bought a new stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »