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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 »
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 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 »
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 »
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 »
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 »
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 »
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. 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. 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 »