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Aprio Wealth Management LLC Increases Stock Position in JPMorgan Ultra-Short Income ETF $JPST
Aprio Wealth Management LLC grew its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 353.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Aprio Wealth Management LLC Takes $7.62 Million Position in Avantis U.S. Small Cap Equity ETF $AVSC
Aprio Wealth Management LLC bought a new position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
644,513 Shares in Capital Group Municipal High-Income ETF $CGHM Purchased by Aprio Wealth Management LLC
Aprio Wealth Management LLC purchased a new position in Capital Group Municipal High-Income ETF (NYSEARCA:CGHM – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Arizona State Retirement System Has $7.28 Million Stock Holdings in Lumentum Holdings Inc. $LITE
Arizona State Retirement System trimmed its holdings in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 3.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Aprio Wealth Management LLC Boosts Position in Vanguard Total Stock Market ETF $VTI
Aprio Wealth Management LLC raised its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 18.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 13,509 shares... More of this article »
iShares MSCI USA ESG Select ETF $SUSA Shares Acquired by Aprio Wealth Management LLC
Aprio Wealth Management LLC lifted its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 87.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Aprio Wealth Management LLC Takes $15.54 Million Position in JPMorgan Diversified Return U.S. Small Cap Equity ETF $JPSE
Aprio Wealth Management LLC purchased a new position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE – Free Report) during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Arizona State Retirement System Takes Position in Amrize Ltd $AMRZ
Arizona State Retirement System purchased a new stake in Amrize Ltd (NYSE:AMRZ – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 136,647 shares of the company’s... More of this article »
iShares Global Infrastructure ETF $IGF Stock Holdings Boosted by Aprio Wealth Management LLC
Aprio Wealth Management LLC lifted its position in iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) by 14.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Aprio Wealth Management LLC Makes New $2.79 Million Investment in T. Rowe Price Blue Chip Growth ETF $TCHP
Aprio Wealth Management LLC bought a new position in T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Arizona State Retirement System Sells 2,901 Shares of Dover Corporation $DOV
Arizona State Retirement System lessened its holdings in Dover Corporation (NYSE:DOV – Free Report) by 7.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 37,661 shares of the... More of this article »
Aprio Wealth Management LLC Buys New Holdings in Capital Group New Geography Equity ETF $CGNG
Aprio Wealth Management LLC purchased a new position in Capital Group New Geography Equity ETF (NYSEARCA:CGNG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
Aprio Wealth Management LLC Invests $6.52 Million in Capital Group Dividend Value ETF $CGDV
Aprio Wealth Management LLC bought a new stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Aprio Wealth Management LLC Takes $4.09 Million Position in Capital Group Global Equity ETF $CGGE
Aprio Wealth Management LLC purchased a new stake in Capital Group Global Equity ETF (NYSEARCA:CGGE – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
85,697 Shares in Capital Group Global Growth Equity ETF $CGGO Bought by Aprio Wealth Management LLC
Aprio Wealth Management LLC acquired a new position in Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Aprio Wealth Management LLC Has $10.28 Million Stock Position in DoubleLine Opportunistic Bond ETF $DBND
Aprio Wealth Management LLC lifted its stake in DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND – Free Report) by 26.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
ExxonMobil Corporation $XOM Shares Sold by Arizona State Retirement System
Arizona State Retirement System lowered its position in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 4.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
919,978 Shares in Capital Group Core Plus Income ETF $CGCP Acquired by Aprio Wealth Management LLC
Aprio Wealth Management LLC bought a new stake in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Anchyra Partners LLC Invests $726,000 in CocaCola Company (The) $KO
Anchyra Partners LLC purchased a new stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Aprio Wealth Management LLC Acquires 32,492 Shares of Simplify MBS ETF $MTBA
Aprio Wealth Management LLC raised its holdings in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
8,492 Shares in Otis Worldwide Corporation $OTIS Acquired by Anchyra Partners LLC
Anchyra Partners LLC acquired a new stake in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 8,492 shares of the company’s... More of this article »
Anchyra Partners LLC Invests $757,000 in XPO, Inc. $XPO
Anchyra Partners LLC bought a new stake in shares of XPO, Inc. (NYSE:XPO – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund bought 5,568 shares of the transportation company’s... More of this article »
Aprio Wealth Management LLC Acquires 43,380 Shares of Janus Henderson AAA CLO ETF $JAAA
Aprio Wealth Management LLC boosted its stake in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 7.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
810,412 Shares in Capital Group Municipal Income ETF $CGMU Purchased by Aprio Wealth Management LLC
Aprio Wealth Management LLC purchased a new stake in Capital Group Municipal Income ETF (NYSEARCA:CGMU – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Pacer US Cash Cows 100 ETF $COWZ Stake Lifted by Aprio Wealth Management LLC
Aprio Wealth Management LLC grew its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 5.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Aprio Wealth Management LLC Purchases Shares of 969,678 Capital Group Core Bond ETF $CGCB
Aprio Wealth Management LLC acquired a new position in shares of Capital Group Core Bond ETF (NYSEARCA:CGCB – 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 »
Aprio Wealth Management LLC Invests $63.96 Million in Capital Group Core Balanced ETF $CGBL
Aprio Wealth Management LLC bought a new stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Aprio Wealth Management LLC Boosts Position in Dimensional International High Profitability ETF $DIHP
Aprio Wealth Management LLC raised its stake in Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 4.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,360,461... More of this article »
Anchyra Partners LLC Takes Position in Qualcomm Incorporated $QCOM
Anchyra Partners LLC acquired a new position in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
313,231 Shares in JPMorgan Active Growth ETF $JGRO Acquired by Aprio Wealth Management LLC
Aprio Wealth Management LLC bought a new position in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Anchyra Partners LLC Invests $673,000 in State Street Corporation $STT
Anchyra Partners LLC purchased a new stake in State Street Corporation (NYSE:STT – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Anchyra Partners LLC Purchases New Shares in PepsiCo, Inc. $PEP
Anchyra Partners LLC purchased a new position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Anchyra Partners LLC Buys New Stake in UnitedHealth Group Incorporated $UNH
Anchyra Partners LLC bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought... More of this article »
Anchyra Partners LLC Purchases Shares of 4,444 Penske Automotive Group, Inc. $PAG
Anchyra Partners LLC acquired a new stake in Penske Automotive Group, Inc. (NYSE:PAG – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired... More of this article »
Anchyra Partners LLC Makes New $797,000 Investment in Analog Devices, Inc. $ADI
Anchyra Partners LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Anchyra Partners LLC Acquires Shares of 4,195 Morgan Stanley $MS
Anchyra Partners LLC bought a new position in Morgan Stanley (NYSE:MS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought... More of this article »
Capital Group International Focus Equity ETF $CGXU Stock Holdings Increased by Aprio Wealth Management LLC
Aprio Wealth Management LLC raised its stake in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 133.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Anchyra Partners LLC Buys Shares of 683 ASML Holding N.V. $ASML
Anchyra Partners LLC purchased a new position in ASML Holding N.V. (NASDAQ:ASML – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Anchyra Partners LLC Takes $575,000 Position in Mitsubishi UFJ Financial Group, Inc. $MUFG
Anchyra Partners LLC bought a new position in shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Anchyra Partners LLC Purchases New Shares in Comcast Corporation $CMCSA
Anchyra Partners LLC acquired a new position in Comcast Corporation (NASDAQ:CMCSA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Anchyra Partners LLC Buys Shares of 9,086 iShares Russell 1000 Value ETF $IWD
Anchyra Partners LLC purchased a new stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Aprio Wealth Management LLC Has $28.60 Million Stake in PIMCO Multi Sector Bond Active ETF $PYLD
Aprio Wealth Management LLC raised its position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 6.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Aprio Wealth Management LLC Raises Stake in Capital Group Growth ETF $CGGR
Aprio Wealth Management LLC grew its holdings in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 755.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Anchyra Partners LLC Buys Shares of 2,219 West Pharmaceutical Services, Inc. $WST
Anchyra Partners LLC purchased a new position in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 2,219 shares... More of this article »
Anchyra Partners LLC Purchases Shares of 2,479 Lowe’s Companies, Inc. $LOW
Anchyra Partners LLC acquired a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Anchyra Partners LLC Makes New Investment in Federated Hermes, Inc. $FHI
Anchyra Partners LLC acquired a new stake in Federated Hermes, Inc. (NYSE:FHI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Anchyra Partners LLC Invests $647,000 in Unilever PLC $UL
Anchyra Partners LLC purchased a new stake in Unilever PLC (NYSE:UL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased... More of this article »
Anchyra Partners LLC Buys New Shares in NextEra Energy, Inc. $NEE
Anchyra Partners LLC purchased a new stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »