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Capital Group Growth ETF $CGGR is Genesis Private Wealth LLC’s 6th Largest Position
Genesis Private Wealth LLC boosted its position in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Farmers Trust Co. Acquires 1,861 Shares of Meta Platforms, Inc. $META
Farmers Trust Co. grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 33.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Cooper Financial Group Acquires 3,021 Shares of Vertex Pharmaceuticals Incorporated $VRTX
Cooper Financial Group increased its holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 130.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Genesis Private Wealth LLC Acquires 19,601 Shares of Janus Henderson Mortgage-Backed Securities ETF $JMBS
Genesis Private Wealth LLC lifted its stake in shares of Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS – Free Report) by 13.3% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Equity Lifestyle Properties, Inc. $ELS Shares Purchased by Fermata Advisors LLC
Fermata Advisors LLC increased its stake in shares of Equity Lifestyle Properties, Inc. (NYSE:ELS – Free Report) by 471.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Foguth Wealth Management LLC. Acquires Shares of 7,201 Microsoft Corporation $MSFT
Foguth Wealth Management LLC. bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
9,760 Shares in Freedom 100 Emerging Markets ETF $FRDM Purchased by Fermata Advisors LLC
Fermata Advisors LLC purchased a new stake in Freedom 100 Emerging Markets ETF (BATS:FRDM – 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 »
Choice Wealth Advisors LLC Makes New Investment in Invesco RAFI Emerging Markets ETF $PXH
Choice Wealth Advisors LLC bought a new stake in shares of Invesco RAFI Emerging Markets ETF (NYSEARCA:PXH – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Genesis Private Wealth LLC Purchases 5,526 Shares of iShares Russell 1000 Value ETF $IWD
Genesis Private Wealth LLC raised its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 9.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Meta Platforms, Inc. $META Shares Acquired by Fulcrum Equity Management
Fulcrum Equity Management increased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 105.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Coastline Trust Co Buys 5,390 Shares of Meta Platforms, Inc. $META
Coastline Trust Co grew its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 45,058... More of this article »
JPMorgan International Research Enhanced Equity ETF $JIRE Position Boosted by Cooper Financial Group
Cooper Financial Group lifted its holdings in JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) by 107.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
GuoLine Advisory Pte Ltd Invests $13.56 Million in Arthur J. Gallagher & Co. $AJG
GuoLine Advisory Pte Ltd bought a new position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Cooper Financial Group Cuts Position in Uber Technologies, Inc. $UBER
Cooper Financial Group lessened its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 38.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Fermata Advisors LLC Has $5.03 Million Stock Position in iMGP DBi Managed Futures Strategy ETF $DBMF
Fermata Advisors LLC lifted its position in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) by 33.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Fermata Advisors LLC Sells 23,582 Shares of Cambria Shareholder Yield ETF $SYLD
Fermata Advisors LLC lowered its stake in Cambria Shareholder Yield ETF (BATS:SYLD – Free Report) by 18.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
GSG Advisors LLC Makes New Investment in SkyWater Technology, Inc. $SKYT
GSG Advisors LLC purchased a new position in shares of SkyWater Technology, Inc. (NASDAQ:SKYT – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Shares Bought by Cooper Financial Group
Cooper Financial Group lifted its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 66.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Foguth Wealth Management LLC. Invests $1.32 Million in Amazon.com, Inc. $AMZN
Foguth Wealth Management LLC. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Fermata Advisors LLC Invests $1.20 Million in SPDR Bridgewater All Weather ETF $ALLW
Fermata Advisors LLC bought a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Fermata Advisors LLC Purchases 49,743 Shares of PGIM Ultra Short Bond ETF $PULS
Fermata Advisors LLC lifted its position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 226.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Genesis Private Wealth LLC Boosts Stock Position in iShares Russell 2000 ETF $IWM
Genesis Private Wealth LLC increased its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 221.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,812 shares... More of this article »
Genesis Private Wealth LLC Acquires Shares of 72,095 iShares Core MSCI EAFE ETF $IEFA
Genesis Private Wealth LLC purchased a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Vanguard Mid-Cap ETF $VO Shares Acquired by Genesis Private Wealth LLC
Genesis Private Wealth LLC grew its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1,388.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Takes $1.41 Million Position in Harbor Commodity All-Weather Strategy ETF $HGER
Genesis Private Wealth LLC acquired a new stake in Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Genesis Private Wealth LLC Invests $1.51 Million in iShares S&P Mid-Cap 400 Growth ETF $IJK
Genesis Private Wealth LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Genesis Private Wealth LLC Sells 5,871 Shares of Invesco S&P 500 GARP ETF $SPGP
Genesis Private Wealth LLC reduced its stake in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 18.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Purchases New Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Genesis Private Wealth LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Has $1.20 Million Stake in Fidelity Enhanced Mid Cap ETF $FMDE
Genesis Private Wealth LLC grew its position in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 413.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Genesis Private Wealth LLC Buys 47,616 Shares of Capital Group Dividend Value ETF $CGDV
Genesis Private Wealth LLC lifted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 192.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Purchases 16,748 Shares of Vanguard FTSE Developed Markets ETF $VEA
Genesis Private Wealth LLC raised its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 145.6% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Genesis Private Wealth LLC Cuts Stock Position in SPDR Portfolio Short Term Treasury ETF $SPTS
Genesis Private Wealth LLC lessened its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 19.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Invests $4.24 Million in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC
Genesis Private Wealth LLC purchased a new stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Genesis Private Wealth LLC Purchases Shares of 102,072 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC
Genesis Private Wealth LLC acquired a new position in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) during the fourth quarter, according to the company in its most recent... More of this article »
Genesis Private Wealth LLC Invests $3.90 Million in iShares Core Total USD Bond Market ETF $IUSB
Genesis Private Wealth LLC purchased a new stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
9,337 Shares in iShares S&P Mid-Cap 400 Value ETF $IJJ Purchased by Genesis Private Wealth LLC
Genesis Private Wealth LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Genesis Private Wealth LLC Buys Shares of 20,675 Vanguard Mortgage-Backed Securities ETF $VMBS
Genesis Private Wealth LLC purchased a new position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Genesis Private Wealth LLC Has $1.07 Million Position in Vanguard FTSE Emerging Markets ETF $VWO
Genesis Private Wealth LLC raised its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 302.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Continental AG (OTCMKTS:CTTAY) Receives Consensus Recommendation of “Hold” from Brokerages
Continental AG (OTCMKTS:CTTAY – Get Free Report) has received a consensus recommendation of “Hold” from the nine brokerages that are covering the stock, MarketBeat.com reports. Six research analysts have rated the... More of this article »
Upbound Group, Inc. (NASDAQ:UPBD) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of Upbound Group, Inc. (NASDAQ:UPBD – Get Free Report) have earned a consensus rating of “Moderate Buy” from the six analysts that are currently covering the firm, MarketBeat Ratings reports. One investment... More of this article »
National Grid Transco, PLC (NYSE:NGG) Receives Consensus Rating of “Hold” from Analysts
Shares of National Grid Transco, PLC (NYSE:NGG – Get Free Report) have been given an average recommendation of “Hold” by the ten research firms that are covering the firm, Marketbeat reports. Two equities research... More of this article »
LVMH-Moet Hennessy Louis Vuitton SA (OTCMKTS:LVMUY) Given Consensus Recommendation of “Buy” by Brokerages
Shares of LVMH-Moet Hennessy Louis Vuitton SA (OTCMKTS:LVMUY – Get Free Report) have received an average recommendation of “Buy” from the ten ratings firms that are currently covering the stock, MarketBeat reports.... More of this article »
DoubleDown Interactive Co., Ltd. Sponsored ADR (NASDAQ:DDI) Receives Consensus Recommendation of “Hold” from Brokerages
Shares of DoubleDown Interactive Co., Ltd. Sponsored ADR (NASDAQ:DDI – Get Free Report) have received a consensus recommendation of “Hold” from the five ratings firms that are presently covering the firm, Marketbeat.com... More of this article »
FIGS, Inc. (NYSE:FIGS) Receives Average Recommendation of “Moderate Buy” from Brokerages
FIGS, Inc. (NYSE:FIGS – Get Free Report) has received an average rating of “Moderate Buy” from the eleven ratings firms that are covering the firm, MarketBeat.com reports. Five investment analysts have rated the... More of this article »
Genesis Private Wealth LLC Makes New $566,000 Investment in iShares MSCI EAFE ETF $EFA
Genesis Private Wealth LLC purchased a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Herc Holdings Inc. (NYSE:HRI) Receives Consensus Rating of “Moderate Buy” from Brokerages
Shares of Herc Holdings Inc. (NYSE:HRI – Get Free Report) have received an average recommendation of “Moderate Buy” from the nine ratings firms that are presently covering the firm, Marketbeat Ratings reports. One... More of this article »
Genesis Private Wealth LLC Takes Position in JPMorgan U.S. Tech Leaders ETF $JTEK
Genesis Private Wealth LLC bought a new position in JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 9,664... More of this article »
Astrana Health, Inc. (NASDAQ:ASTH) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of Astrana Health, Inc. (NASDAQ:ASTH – Get Free Report) have received an average rating of “Moderate Buy” from the eight analysts that are covering the company, MarketBeat.com reports. One analyst has rated... More of this article »