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Breakthru Advisory Services LLC Makes New Investment in Schwab Crypto Thematic ETF $STCE
Breakthru Advisory Services LLC purchased a new stake in shares of Schwab Crypto Thematic ETF (NYSEARCA:STCE – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
53,803 Shares in RTX Corporation $RTX Acquired by Eastover Investment Advisors LLC
Eastover Investment Advisors LLC acquired a new stake in RTX Corporation (NYSE:RTX – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Balefire LLC Raises Stake in Cheniere Energy, Inc. $LNG
Balefire LLC increased its position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 23.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Bath Savings Trust Co Purchases 13,841 Shares of Vanguard Short-Term Bond ETF $BSV
Bath Savings Trust Co increased its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 20.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
30,250 Shares in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL Acquired by Curated Wealth Partners LLC
Curated Wealth Partners LLC purchased a new position in Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Curated Wealth Partners LLC Acquires Shares of 39,175 iShares Core U.S. Aggregate Bond ETF $AGG
Curated Wealth Partners LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Diversified Trust Co. Increases Stock Position in Exxon Mobil Corporation $XOM
Diversified Trust Co. increased its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 3.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Curated Wealth Partners LLC Acquires 73,323 Shares of Bank of America Corporation $BAC
Curated Wealth Partners LLC raised its stake in shares of Bank of America Corporation (NYSE:BAC) by 1,355.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Schwab High Yield Bond ETF $SCYB is Breakthru Advisory Services LLC’s 7th Largest Position
Breakthru Advisory Services LLC grew its stake in shares of Schwab High Yield Bond ETF (NYSEARCA:SCYB – Free Report) by 12.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
38,380 Shares in SPDR S&P Aerospace & Defense ETF $XAR Bought by Breakthru Advisory Services LLC
Breakthru Advisory Services LLC purchased a new stake in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Rentokil Initial PLC $RTO Holdings Boosted by Balefire LLC
Balefire LLC raised its stake in Rentokil Initial PLC (NYSE:RTO – Free Report) by 35.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Goldman Sachs Dynamic California Municipal Income ETF $GCAL Stock Holdings Lifted by Curated Wealth Partners LLC
Curated Wealth Partners LLC increased its holdings in Goldman Sachs Dynamic California Municipal Income ETF (NYSEARCA:GCAL – Free Report) by 234.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Balefire LLC Invests $1.64 Million in SPDR S&P Biotech ETF $XBI
Balefire LLC acquired a new stake in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Consolidated Edison Inc $ED Shares Sold by Diversified Trust Co.
Diversified Trust Co. trimmed its position in Consolidated Edison Inc (NYSE:ED – Free Report) by 12.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Dimensional International Core Equity Market ETF $DFAI Shares Purchased by Curated Wealth Partners LLC
Curated Wealth Partners LLC boosted its position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 5.4% during the fourth quarter, according to the company in its most recent Form... More of this article »
Balefire LLC Cuts Position in VanEck Gold Miners ETF $GDX
Balefire LLC cut its holdings in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 14.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Balefire LLC Sells 4,542 Shares of Philip Morris International Inc. $PM
Balefire LLC lessened its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Balefire LLC Sells 2,196 Shares of Micron Technology, Inc. $MU
Balefire LLC reduced its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 15.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Certified Advisory Corp Acquires Shares of 24,211 SPDR Gold MiniShares Trust $GLDM
Certified Advisory Corp acquired a new stake in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Certified Advisory Corp Acquires 93,418 Shares of Franklin Dynamic Municipal Bond ETF $FLMI
Certified Advisory Corp lifted its holdings in shares of Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI – Free Report) by 602.5% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Certified Advisory Corp Makes New $2.43 Million Investment in iShares MSCI USA Quality GARP ETF $GARP
Certified Advisory Corp bought a new position in iShares MSCI USA Quality GARP ETF (BATS:GARP – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 35,745 shares of the... More of this article »
ProShares Investment Grade Interest Rate Hedged $IGHG Shares Bought by Certified Advisory Corp
Certified Advisory Corp lifted its holdings in shares of ProShares Investment Grade Interest Rate Hedged (BATS:IGHG – Free Report) by 290.2% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Shares Bought by Balefire LLC
Balefire LLC grew its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 14.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Certified Advisory Corp Buys 4,326 Shares of Fidelity MSCI Information Technology Index ETF $FTEC
Certified Advisory Corp increased its stake in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 62.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
SPDR Bloomberg Convertible Securities ETF $CWB Shares Acquired by David J Yvars Group
David J Yvars Group increased its position in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 12.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Stock Position Increased by Brucke Financial Inc.
Brucke Financial Inc. lifted its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 11.8% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
DAVENPORT & Co LLC Has $217.99 Million Position in Martin Marietta Materials, Inc. $MLM
DAVENPORT & Co LLC lessened its stake in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 2.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Brucke Financial Inc. Has $18.39 Million Stock Holdings in PGIM Laddered S&P 500 Buffer 20 ETF $PBFR
Brucke Financial Inc. grew its position in PGIM Laddered S&P 500 Buffer 20 ETF (BATS:PBFR – Free Report) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Certified Advisory Corp Cuts Stake in Pacer US Small Cap Cash Cows ETF $CALF
Certified Advisory Corp lessened its holdings in shares of Pacer US Small Cap Cash Cows ETF (BATS:CALF – Free Report) by 12.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Invesco AAA CLO Floating Rate Note ETF $ICLO Stake Boosted by Brucke Financial Inc.
Brucke Financial Inc. boosted its stake in shares of Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO – Free Report) by 156.0% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Markel Group Inc. $MKL Stake Boosted by DAVENPORT & Co LLC
DAVENPORT & Co LLC lifted its stake in Markel Group Inc. (NYSE:MKL – Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 209,999... More of this article »
Certified Advisory Corp Increases Position in Dimensional U.S. Targeted Value ETF $DFAT
Certified Advisory Corp lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 27.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Balefire LLC Lowers Stock Position in SPDR Gold Shares $GLD
Balefire LLC trimmed its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
David J Yvars Group Sells 9,807 Shares of Bloom Energy Corporation $BE
David J Yvars Group lowered its position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 44.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Astrazeneca Plc $AZN Shares Acquired by Brucke Financial Inc.
Brucke Financial Inc. increased its stake in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 25.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Balefire LLC Increases Stock Position in Invesco S&P 500 Equal Weight ETF $RSP
Balefire LLC raised its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 34.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Transdigm Group (NYSE:TDG) Hits New 1-Year Low – Here’s What Happened
Transdigm Group Incorporated (NYSE:TDG – Get Free Report) hit a new 52-week low during trading on Wednesday . The company traded as low as $1,137.06 and last traded at $1,160.5260, with a volume of 487861 shares changing hands.... More of this article »
Capital Group International Focus Equity ETF $CGXU Shares Purchased by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC raised its position in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 9.1% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Adobe (NASDAQ:ADBE) Sets New 1-Year Low – What’s Next?
Shares of Adobe Inc. (NASDAQ:ADBE – Get Free Report) reached a new 52-week low on Wednesday . The company traded as low as $237.38 and last traded at $238.87, with a volume of 6256806 shares changing hands. The stock had previously... More of this article »
MannKind (NASDAQ:MNKD) Sets New 52-Week Low – Here’s What Happened
MannKind Corporation (NASDAQ:MNKD – Get Free Report) reached a new 52-week low during trading on Wednesday . The company traded as low as $2.25 and last traded at $2.29, with a volume of 14194887 shares traded. The stock had... More of this article »
JPMorgan Ultra-Short Income ETF $JPST Stock Position Boosted by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC grew its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 23.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Daymark Wealth Partners LLC Buys 81,042 Shares of JPMorgan ActiveBuilders Emerging Markets Equity ETF $JEMA
Daymark Wealth Partners LLC grew its stake in JPMorgan ActiveBuilders Emerging Markets Equity ETF (BATS:JEMA – Free Report) by 73.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Unilever (NYSE:UL) Sets New 12-Month Low – Should You Sell?
Unilever PLC (NYSE:UL – Get Free Report) shares hit a new 52-week low during trading on Wednesday . The stock traded as low as $60.47 and last traded at $60.6460, with a volume of 3360711 shares traded. The stock had previously... More of this article »
Compania Cervecerias Unidas (NYSE:CCU) Hits New 12-Month Low – Here’s What Happened
Compania Cervecerias Unidas, S.A. (NYSE:CCU – Get Free Report)’s share price reached a new 52-week low during trading on Wednesday . The company traded as low as $10.95 and last traded at $11.1350, with a volume of 300855... More of this article »
Progress Software (NASDAQ:PRGS) Sets New 52-Week Low – Here’s What Happened
Progress Software Corporation (NASDAQ:PRGS – Get Free Report) reached a new 52-week low during trading on Wednesday . The company traded as low as $28.69 and last traded at $28.76, with a volume of 1240405 shares traded. The... More of this article »
WisdomTree India Earnings Fund (NYSEARCA:EPI) Reaches New 1-Year Low – Time to Sell?
Shares of WisdomTree India Earnings Fund (NYSEARCA:EPI – Get Free Report) hit a new 52-week low on Wednesday . The company traded as low as $40.13 and last traded at $40.25, with a volume of 793953 shares. The stock had previously... More of this article »
Bellway (LON:BWY) Sets New 12-Month Low – Here’s Why
Bellway p.l.c. (LON:BWY – Get Free Report)’s share price reached a new 52-week low during trading on Wednesday . The company traded as low as GBX 1,821 and last traded at GBX 1,827, with a volume of 1905192 shares. The... More of this article »
Five9 (NASDAQ:FIVN) Reaches New 1-Year Low – Here’s What Happened
Five9, Inc. (NASDAQ:FIVN – Get Free Report)’s stock price reached a new 52-week low on Wednesday . The company traded as low as $15.00 and last traded at $15.03, with a volume of 1983354 shares. The stock had previously... More of this article »