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Envestnet Asset Management Inc. Trims Stock Position in Unifirst Corporation $UNF
Envestnet Asset Management Inc. decreased its stake in Unifirst Corporation (NYSE:UNF – Free Report) by 7.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
iShares MSCI World ETF $URTH Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. cut its stake in iShares MSCI World ETF (NYSEARCA:URTH – Free Report) by 7.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 119,432 shares of... More of this article »
LyondellBasell Industries N.V. $LYB Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. reduced its holdings in shares of LyondellBasell Industries N.V. (NYSE:LYB – Free Report) by 55.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Envestnet Asset Management Inc. Acquires 10,577 Shares of National Fuel Gas Company $NFG
Envestnet Asset Management Inc. raised its holdings in National Fuel Gas Company (NYSE:NFG – Free Report) by 4.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
e.l.f. Beauty $ELF Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. cut its holdings in shares of e.l.f. Beauty (NYSE:ELF – Free Report) by 10.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Assetmark Inc. Buys 41,227 Shares of The Walt Disney Company $DIS
Assetmark Inc. grew its position in The Walt Disney Company (NYSE:DIS – Free Report) by 17.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Assetmark Inc. Raises Stock Position in Citigroup Inc. $C
Assetmark Inc. raised its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 60.0% during the third quarter, according to its most recent filing with the SEC. The firm owned 299,579 shares of the company’s... More of this article »
Assetmark Inc. Sells 6,731 Shares of Vanguard Russell 2000 Growth ETF $VTWG
Assetmark Inc. lessened its stake in shares of Vanguard Russell 2000 Growth ETF (NASDAQ:VTWG – Free Report) by 5.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 125,642 shares... More of this article »
First Trust Innovation Leaders ETF $ILDR Shares Sold by Atria Investments Inc
Atria Investments Inc trimmed its holdings in First Trust Innovation Leaders ETF (NYSEARCA:ILDR – Free Report) by 8.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Atria Investments Inc Boosts Stock Position in iShares Russell 1000 Value ETF $IWD
Atria Investments Inc lifted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 161.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Vanguard FTSE Pacific ETF $VPL Shares Sold by Assetmark Inc.
Assetmark Inc. decreased its holdings in Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 19.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 335,547... More of this article »
Atria Investments Inc Has $7.16 Million Stock Holdings in Schwab International Equity ETF $SCHF
Atria Investments Inc trimmed its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 16.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Assetmark Inc. Acquires 5,030 Shares of The TJX Companies, Inc. $TJX
Assetmark Inc. lifted its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 2.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 216,530 shares of the apparel... More of this article »
Atria Investments Inc Has $8.56 Million Stake in Synopsys, Inc. $SNPS
Atria Investments Inc raised its position in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 52.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,355 shares... More of this article »
Veeva Systems Inc. $VEEV Shares Bought by Assetmark Inc.
Assetmark Inc. increased its stake in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 22.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 108,294... More of this article »
Atria Investments Inc Buys 6,851 Shares of Vanguard International Dividend Appreciation ETF $VIGI
Atria Investments Inc boosted its stake in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 8.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Assetmark Inc. Trims Stake in Neuberger Berman Option Strategy ETF $NBOS
Assetmark Inc. lessened its position in Neuberger Berman Option Strategy ETF (NYSEARCA:NBOS – Free Report) by 3.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Assetmark Inc. Boosts Stock Position in Monster Beverage Corporation $MNST
Assetmark Inc. grew its position in Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 5.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Gilead Sciences, Inc. $GILD Stock Holdings Reduced by Atria Investments Inc
Atria Investments Inc trimmed its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 5.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Assetmark Inc. Raises Holdings in Starbucks Corporation $SBUX
Assetmark Inc. increased its holdings in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 19.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Assetmark Inc. Buys 159,164 Shares of Enbridge Inc $ENB
Assetmark Inc. boosted its position in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 31.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 658,436 shares of the pipeline company’s... More of this article »
Atria Investments Inc Cuts Stock Holdings in VictoryShares Free Cash Flow ETF $VFLO
Atria Investments Inc lessened its holdings in shares of VictoryShares Free Cash Flow ETF (NASDAQ:VFLO – Free Report) by 31.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Assetmark Inc. Reduces Stock Position in Dimensional U.S. Equity ETF $DFUS
Assetmark Inc. cut its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 8.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Atria Investments Inc Buys 25,608 Shares of Masco Corporation $MAS
Atria Investments Inc boosted its holdings in shares of Masco Corporation (NYSE:MAS – Free Report) by 31.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Atria Investments Inc Boosts Stake in Columbia Research Enhanced Core ETF $RECS
Atria Investments Inc increased its position in Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 9.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 209,020 shares... More of this article »
Assetmark Inc. Raises Holdings in General Dynamics Corporation $GD
Assetmark Inc. lifted its position in General Dynamics Corporation (NYSE:GD – Free Report) by 23.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Atria Investments Inc Increases Stock Position in Danaher Corporation $DHR
Atria Investments Inc increased its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 21.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Capital Group Global Equity ETF $CGGE Holdings Lifted by Assetmark Inc.
Assetmark Inc. grew its holdings in shares of Capital Group Global Equity ETF (NYSEARCA:CGGE – Free Report) by 2,176.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 971,546 shares of... More of this article »
Assetmark Inc. Has $46.68 Million Stock Position in Intuit Inc. $INTU
Assetmark Inc. increased its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 2.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Atria Investments Inc Sells 339 Shares of AutoZone, Inc. $AZO
Atria Investments Inc lessened its stake in AutoZone, Inc. (NYSE:AZO – Free Report) by 15.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,849 shares of the company’s... More of this article »
Assetmark Inc. Has $28.63 Million Stake in BlackRock $BLK
Assetmark Inc. boosted its stake in BlackRock (NYSE:BLK – Free Report) by 3.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Atria Investments Inc Sells 10,994 Shares of Southern Company (The) $SO
Atria Investments Inc cut its stake in shares of Southern Company (The) (NYSE:SO – Free Report) by 11.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
ConocoPhillips $COP Shares Sold by Assetmark Inc.
Assetmark Inc. lessened its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 3.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 348,868 shares of... More of this article »
Atria Investments Inc Purchases 35,788 Shares of Boston Scientific Corporation $BSX
Atria Investments Inc boosted its position in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) by 85.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Assetmark Inc. Acquires 19,078 Shares of Elevance Health, Inc. $ELV
Assetmark Inc. increased its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 28.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 86,775 shares... More of this article »
Atria Investments Inc Boosts Holdings in Emerson Electric Co. $EMR
Atria Investments Inc lifted its position in Emerson Electric Co. (NYSE:EMR – Free Report) by 21.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,266 shares... More of this article »
Capital Group Dividend Value ETF $CGDV Shares Sold by Assetmark Inc.
Assetmark Inc. decreased its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 11.6% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Atria Investments Inc Sells 10,298 Shares of Mondelez International, Inc. $MDLZ
Atria Investments Inc lessened its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 8.2% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Atria Investments Inc Increases Stock Position in CME Group Inc. $CME
Atria Investments Inc grew its position in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 10.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Assetmark Inc. Has $32.74 Million Position in IDEXX Laboratories, Inc. $IDXX
Assetmark Inc. decreased its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 20.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Assetmark Inc. Boosts Position in Agilent Technologies, Inc. $A
Assetmark Inc. increased its position in Agilent Technologies, Inc. (NYSE:A – Free Report) by 6.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Assetmark Inc. Has $29.54 Million Holdings in Capital Group Municipal Income ETF $CGMU
Assetmark Inc. grew its stake in shares of Capital Group Municipal Income ETF (NYSEARCA:CGMU – Free Report) by 20.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Atria Investments Inc Has $7.31 Million Stake in FT Vest U.S. Equity Buffer ETF – September $FSEP
Atria Investments Inc raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP – Free Report) by 217.1% in the third quarter, according to the company in its most recent Form 13F filing with... More of this article »
Assetmark Inc. Grows Position in Tyler Technologies, Inc. $TYL
Assetmark Inc. boosted its position in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 73.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Assetmark Inc. Has $29.24 Million Stock Position in JPMorgan BetaBuilders International Equity ETF $BBIN
Assetmark Inc. boosted its holdings in shares of JPMorgan BetaBuilders International Equity ETF (BATS:BBIN – Free Report) by 27.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Assetmark Inc. Has $47.43 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Assetmark Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 42.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Assetmark Inc. Acquires 568,437 Shares of Newmont Corporation $NEM
Assetmark Inc. raised its stake in Newmont Corporation (NYSE:NEM – Free Report) by 7,418.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Snap-On Incorporated $SNA Shares Sold by Assetmark Inc.
Assetmark Inc. lowered its stake in Snap-On Incorporated (NYSE:SNA – Free Report) by 10.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »