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Aventura Private Wealth LLC Invests $2.44 Million in Costco Wholesale Corporation $COST
Aventura Private Wealth LLC bought a new stake in Costco Wholesale Corporation (NASDAQ:COST – 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 »
Aventura Private Wealth LLC Invests $4.68 Million in Vanguard S&P 500 ETF $VOO
Aventura Private Wealth LLC bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
8,032 Shares in Oracle Corporation $ORCL Bought by Aventura Private Wealth LLC
Aventura Private Wealth LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 8,032 shares of the enterprise... More of this article »
Needham & Company LLC Raises Planet Labs PBC (NYSE:PL) Price Target to $40.00
Planet Labs PBC (NYSE:PL – Get Free Report) had its price target increased by equities researchers at Needham & Company LLC to $40.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a “buy”... More of this article »
Allworth Financial LP Has $2.92 Million Stock Holdings in EMCOR Group, Inc. $EME
Allworth Financial LP lowered its holdings in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 14.9% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,501... More of this article »
Alphabet Inc. $GOOGL is Argent Capital Management LLC’s Largest Position
Argent Capital Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
American National Bank of Texas Makes New Investment in Fidelity Enhanced Small Cap ETF $FESM
American National Bank of Texas acquired a new stake in Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Broadcom Inc. $AVGO is Argent Capital Management LLC’s 7th Largest Position
Argent Capital Management LLC lowered its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 9.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Armstrong Advisory Group Inc. Acquires 5,257 Shares of Vanguard Communication Services ETF $VOX
Armstrong Advisory Group Inc. boosted its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Sterling Infrastructure, Inc. $STRL Stock Holdings Increased by Allworth Financial LP
Allworth Financial LP raised its holdings in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) by 1,307.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Vanguard Total Bond Market ETF $BND Stock Position Increased by Armstrong Advisory Group Inc.
Armstrong Advisory Group Inc. lifted its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 3.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Armstrong Advisory Group Inc. Purchases 12,334 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV
Armstrong Advisory Group Inc. raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 29.7% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Allworth Financial LP Sells 12,607 Shares of JPMorgan Core Plus Bond ETF $JCPB
Allworth Financial LP cut its holdings in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 21.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Allworth Financial LP Increases Stake in Dimensional Global Real Estate ETF $DFGR
Allworth Financial LP boosted its position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 561.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Armstrong Advisory Group Inc. Cuts Position in Vanguard Health Care ETF $VHT
Armstrong Advisory Group Inc. lowered its position in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Allworth Financial LP Lowers Stock Holdings in Invesco California AMT-Free Municipal Bond ETF $PWZ
Allworth Financial LP lessened its stake in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) by 28.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
ServiceNow, Inc. $NOW Shares Sold by Allworth Financial LP
Allworth Financial LP lowered its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 60.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Allworth Financial LP Lowers Stock Position in Innovator U.S. Small Cap Power Buffer ETF – May $KMAY
Allworth Financial LP trimmed its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – May (BATS:KMAY – Free Report) by 90.4% in the third quarter, according to the company in its most recent filing with the... More of this article »
Armstrong Advisory Group Inc. Has $82.88 Million Holdings in Schwab 1000 Index ETF $SCHK
Armstrong Advisory Group Inc. increased its holdings in Schwab 1000 Index ETF (NYSEARCA:SCHK – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Armstrong Advisory Group Inc. Boosts Stake in Vanguard FTSE Europe ETF $VGK
Armstrong Advisory Group Inc. increased its holdings in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 3.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Allworth Financial LP Trims Holdings in Marathon Petroleum Corporation $MPC
Allworth Financial LP decreased its stake in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 21.4% during the third quarter, according to its most recent filing with the SEC. The institutional investor ... More of this article »
Doximity, Inc. $DOCS Shares Acquired by Allworth Financial LP
Allworth Financial LP increased its stake in Doximity, Inc. (NYSE:DOCS – Free Report) by 369.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Invesco S&P MidCap Quality ETF $XMHQ Shares Acquired by American National Bank of Texas
American National Bank of Texas increased its position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 56.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Allworth Financial LP Grows Position in Invesco NASDAQ 100 ETF $QQQM
Allworth Financial LP raised its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 67.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Allworth Financial LP Invests $3 Million in Avantis U.S. Large Cap Equity ETF $AVLC
Allworth Financial LP bought a new stake in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Armstrong Advisory Group Inc. Buys 16,367 Shares of iShares MSCI Brazil ETF $EWZ
Armstrong Advisory Group Inc. grew its position in iShares MSCI Brazil ETF (NYSEARCA:EWZ – Free Report) by 1.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Armstrong Advisory Group Inc. Raises Stock Holdings in iShares MSCI Japan ETF $EWJ
Armstrong Advisory Group Inc. boosted its stake in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 2.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 379,420 shares of... More of this article »
SPDR Gold Shares $GLD Shares Sold by Armstrong Advisory Group Inc.
Armstrong Advisory Group Inc. lowered its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 94.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
CocaCola Company (The) $KO Shares Purchased by Armstrong Advisory Group Inc.
Armstrong Advisory Group Inc. raised its position in CocaCola Company (The) (NYSE:KO – Free Report) by 37.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
iShares 7-10 Year Treasury Bond ETF $IEF Stake Lifted by Armstrong Advisory Group Inc.
Armstrong Advisory Group Inc. grew its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 2,754.6% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Armstrong Advisory Group Inc. Increases Stake in SPDR Portfolio S&P 500 ETF $SPLG
Armstrong Advisory Group Inc. lifted its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 1,254.1% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Allworth Financial LP Sells 1,283 Shares of Comfort Systems USA, Inc. $FIX
Allworth Financial LP trimmed its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 26.6% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 3,540 shares of... More of this article »
Allworth Financial LP Reduces Stock Position in FT Vest U.S. Equity Buffer ETF – February $FFEB
Allworth Financial LP trimmed its position in FT Vest U.S. Equity Buffer ETF – February (BATS:FFEB – Free Report) by 41.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
SoFi Technologies, Inc. $SOFI Stake Raised by Allworth Financial LP
Allworth Financial LP boosted its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 390.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Vanguard 0-3 Month Treasury Bill ETF $VBIL Stock Holdings Decreased by Armstrong Advisory Group Inc.
Armstrong Advisory Group Inc. reduced its position in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 48.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 664,698... More of this article »
Allworth Financial LP Purchases 9,324 Shares of Tapestry, Inc. $TPR
Allworth Financial LP increased its position in Tapestry, Inc. (NYSE:TPR – Free Report) by 66.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
American National Bank of Texas Trims Stake in iShares Core S&P Mid-Cap ETF $IJH
American National Bank of Texas lessened its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 11.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Halozyme Therapeutics, Inc. $HALO Shares Purchased by Allworth Financial LP
Allworth Financial LP lifted its position in shares of Halozyme Therapeutics, Inc. (NASDAQ:HALO – Free Report) by 322.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vanguard Mega Cap Growth ETF $MGK Shares Acquired by Allworth Financial LP
Allworth Financial LP lifted its holdings in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 42.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Argent Capital Management LLC Sells 7,107 Shares of JPMorgan Chase & Co. $JPM
Argent Capital Management LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
American National Bank of Texas Cuts Holdings in SPDR Gold MiniShares Trust $GLDM
American National Bank of Texas lowered its holdings in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 13.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Armstrong Advisory Group Inc. Raises Stake in iShares 3-7 Year Treasury Bond ETF $IEI
Armstrong Advisory Group Inc. lifted its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
American National Bank of Texas Buys New Stake in Goldman Sachs S&P 500 Core Premium Income ETF $GPIX
American National Bank of Texas acquired a new stake in shares of Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
ProShares S&P 500 Ex-Technology ETF $SPXT Shares Bought by Armstrong Advisory Group Inc.
Armstrong Advisory Group Inc. lifted its holdings in ProShares S&P 500 Ex-Technology ETF (NYSEARCA:SPXT – Free Report) by 4.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Allworth Financial LP Buys 34,369 Shares of Avantis International Equity ETF $AVDE
Allworth Financial LP grew its position in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 679.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Apple Inc. $AAPL Shares Bought by AIA Group Ltd
AIA Group Ltd lifted its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 80.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 296,426 shares of the iPhone maker’s... More of this article »
Allworth Financial LP Increases Position in Marriott International, Inc. $MAR
Allworth Financial LP lifted its position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 66.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Allworth Financial LP Makes New $3.27 Million Investment in Dimensional Global Credit ETF $DGCB
Allworth Financial LP acquired a new stake in Dimensional Global Credit ETF (NASDAQ:DGCB – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 59,030 shares of... More of this article »