Home » Author Archive
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 »
VanEck CLO ETF $CLOI Stock Holdings Increased by Financial Management Network Inc.
Financial Management Network Inc. raised its position in shares of VanEck CLO ETF (NYSEARCA:CLOI – Free Report) by 20.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Firethorn Wealth Partners LLC Buys 8,547 Shares of Avantis Emerging Markets Equity ETF $AVEM
Firethorn Wealth Partners LLC lifted its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 101.0% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
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. 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 »
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 »
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 »