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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 »
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 »
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 »
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 $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 »
Assetmark Inc. Boosts Stock Holdings in Medtronic PLC $MDT
Assetmark Inc. increased its holdings in Medtronic PLC (NYSE:MDT – Free Report) by 17.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... 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 »
Assetmark Inc. Has $47.81 Million Holdings in Vanguard FTSE All-World ex-US ETF $VEU
Assetmark Inc. lessened its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 18.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Assetmark Inc. Has $48.62 Million Stock Position in Kinross Gold Corporation $KGC
Assetmark Inc. decreased its holdings in Kinross Gold Corporation (NYSE:KGC – Free Report) (TSE:K) by 4.2% 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 $50.02 Million Stake in Uber Technologies, Inc. $UBER
Assetmark Inc. lifted its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 7.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Assetmark Inc. Boosts Stake in MGIC Investment Corporation $MTG
Assetmark Inc. increased its stake in shares of MGIC Investment Corporation (NYSE:MTG – Free Report) by 1,208.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Assetmark Inc. Has $53.16 Million Stock Holdings in UnitedHealth Group Incorporated $UNH
Assetmark Inc. increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 15.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Assetmark Inc. Sells 1,963 Shares of Costco Wholesale Corporation $COST
Assetmark Inc. cut its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 3.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 54,058... More of this article »
iShares Gold Trust $IAU Position Lifted by Assetmark Inc.
Assetmark Inc. grew its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 7.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Assetmark Inc. Sells 50,243 Shares of Taylor Morrison Home Corporation $TMHC
Assetmark Inc. lowered its stake in Taylor Morrison Home Corporation (NYSE:TMHC – Free Report) by 6.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Assetmark Inc. Has $55.14 Million Stock Holdings in Schwab U.S. TIPS ETF $SCHP
Assetmark Inc. increased its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Assetmark Inc. Has $55.11 Million Stake in iShares Latin America 40 ETF $ILF
Assetmark Inc. lowered its position in shares of iShares Latin America 40 ETF (NYSEARCA:ILF – Free Report) by 7.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Assetmark Inc. Boosts Stake in Omega Healthcare Investors, Inc. $OHI
Assetmark Inc. raised its stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Stock Position Increased by Assetmark Inc.
Assetmark Inc. grew its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Assetmark Inc. Has $60.05 Million Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD
Assetmark Inc. lessened its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 2.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
Oracle Corporation $ORCL Shares Bought by Assetmark Inc.
Assetmark Inc. boosted its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 43.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Simplify MBS ETF $MTBA Shares Purchased by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC lifted its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 1,555.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Assetmark Inc. Purchases 18,642 Shares of Vanguard Information Technology ETF $VGT
Assetmark Inc. lifted its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 28.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Ameritas Advisory Services LLC Has $1.42 Million Stock Holdings in Strategy Inc $MSTR
Ameritas Advisory Services LLC grew its holdings in shares of Strategy Inc (NASDAQ:MSTR – Free Report) by 688.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
CocaCola Company (The) $KO Shares Sold by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC decreased its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 60.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 21,414... More of this article »
Ameritas Advisory Services LLC Increases Holdings in iShares Core MSCI Europe ETF $IEUR
Ameritas Advisory Services LLC boosted its position in iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 60.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Assetmark Inc. Increases Stock Holdings in Omnicom Group Inc. $OMC
Assetmark Inc. boosted its position in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 18.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Ameritas Advisory Services LLC Has $1.46 Million Stock Position in Realty Income Corporation $O
Ameritas Advisory Services LLC boosted its holdings in shares of Realty Income Corporation (NYSE:O – Free Report) by 157.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Russell 2000 ETF $IWM Shares Sold by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 42.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard Mid-Cap Value ETF $VOE Shares Sold by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC lessened its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 33.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Ameritas Advisory Services LLC Increases Stock Position in iShares S&P 100 ETF $OEF
Ameritas Advisory Services LLC grew its stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 163.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
First Trust Rising Dividend Achievers ETF $RDVY Shares Sold by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC reduced its holdings in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 75.3% during the 3rd quarter, according to the company in its most recent filing with the Securities... More of this article »
Assetmark Inc. Buys 193,859 Shares of Pfizer Inc. $PFE
Assetmark Inc. grew its position in Pfizer Inc. (NYSE:PFE – Free Report) by 8.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,428,467 shares... More of this article »
Altria Group, Inc. $MO Shares Sold by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC trimmed its position in Altria Group, Inc. (NYSE:MO – Free Report) by 44.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Ameritas Advisory Services LLC Purchases 20,030 Shares of Enterprise Products Partners L.P. $EPD
Ameritas Advisory Services LLC grew its position in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 114.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Ameritas Advisory Services LLC Has $1.16 Million Holdings in Merck & Co., Inc. $MRK
Ameritas Advisory Services LLC trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 52.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Ameritas Advisory Services LLC Sells 18,860 Shares of Phillips Edison & Company, Inc. $PECO
Ameritas Advisory Services LLC reduced its position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 35.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Assetmark Inc. Grows Position in VanEck High Yield Muni ETF $HYD
Assetmark Inc. lifted its stake in VanEck High Yield Muni ETF (BATS:HYD – Free Report) by 2.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,251,194... More of this article »