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Coldstream Capital Management Inc. Raises Stock Position in Nuveen ESG Small-Cap ETF $NUSC
Coldstream Capital Management Inc. boosted its holdings in shares of Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 85.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Coldstream Capital Management Inc. Has $12.06 Million Stock Holdings in Chevron Corporation $CVX
Coldstream Capital Management Inc. grew its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 13.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Coldstream Capital Management Inc. Purchases 48,398 Shares of Nuveen ESG Large-Cap Growth ETF $NULG
Coldstream Capital Management Inc. boosted its position in shares of Nuveen ESG Large-Cap Growth ETF (BATS:NULG – Free Report) by 69.2% during the third quarter, according to its most recent disclosure with the Securities &... More of this article »
Coldstream Capital Management Inc. Increases Stock Holdings in Dimensional US Large Cap Value ETF $DFLV
Coldstream Capital Management Inc. raised its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 132.4% in the third quarter, according to the company in its most recent filing with the... More of this article »
Vanguard Intermediate-Term Treasury ETF $VGIT Shares Acquired by Coldstream Capital Management Inc.
Coldstream Capital Management Inc. lifted its stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 93.3% during the 3rd quarter, according to the company in its most recent 13F filing with... More of this article »
Coldstream Capital Management Inc. Sells 25,456 Shares of iShares National Muni Bond ETF $MUB
Coldstream Capital Management Inc. reduced its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.5% in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Coldstream Capital Management Inc. Sells 110,579 Shares of Vanguard Short-Term Treasury ETF $VGSH
Coldstream Capital Management Inc. cut its position in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 9.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Coldstream Capital Management Inc. Has $31.31 Million Position in SPDR S&P Dividend ETF $SDY
Coldstream Capital Management Inc. grew its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 126.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Coldstream Capital Management Inc. Purchases 8,672 Shares of SPDR Portfolio S&P 400 Mid Cap ETF $SPMD
Coldstream Capital Management Inc. grew its position in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 3.3% during the third quarter, according to its most recent filing with the SEC. The... More of this article »
Coldstream Capital Management Inc. Has $19.10 Million Holdings in Exxon Mobil Corporation $XOM
Coldstream Capital Management Inc. increased its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 8.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Coldstream Capital Management Inc. Decreases Stake in Schwab US Large-Cap ETF $SCHX
Coldstream Capital Management Inc. lowered its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 6.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 717,701 shares of... More of this article »
Coldstream Capital Management Inc. Increases Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Coldstream Capital Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 45.7% during the 3rd quarter, according to the company in its most recent disclosure with the... More of this article »
Texas Instruments Incorporated $TXN Shares Sold by Avity Investment Management Inc.
Avity Investment Management Inc. lowered its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Avity Investment Management Inc. Acquires 7,107 Shares of Becton, Dickinson and Company $BDX
Avity Investment Management Inc. boosted its holdings in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 4.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Avity Investment Management Inc. Increases Holdings in iShares Russell 1000 Growth ETF $IWF
Avity Investment Management Inc. increased its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 12.7% during the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Coldstream Capital Management Inc. Has $15.78 Million Holdings in Procter & Gamble Company (The) $PG
Coldstream Capital Management Inc. increased its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 3.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Coldstream Capital Management Inc. Raises Position in Mastercard Incorporated $MA
Coldstream Capital Management Inc. lifted its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 4.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Coldstream Capital Management Inc. Has $19.99 Million Holdings in iShares MSCI Emerging Markets ETF $EEM
Coldstream Capital Management Inc. boosted its position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 6.2% in the third quarter, according to the company in its most recent 13F filing with the... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Bought by Coldstream Capital Management Inc.
Coldstream Capital Management Inc. boosted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 21.7% during the third quarter, according to its most recent disclosure with the Securities... More of this article »
iShares Russell 1000 ETF $IWB Holdings Trimmed by Coldstream Capital Management Inc.
Coldstream Capital Management Inc. reduced its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 3.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Coldstream Capital Management Inc. Increases Position in Vanguard Total International Bond ETF $BNDX
Coldstream Capital Management Inc. grew its holdings in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 113.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Coldstream Capital Management Inc. Grows Holdings in Dimensional Emerging Core Equity Market ETF $DFAE
Coldstream Capital Management Inc. boosted its position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 75.2% in the third quarter, according to its most recent filing with the SEC. The institutional... More of this article »
SPDR Bloomberg Investment Grade Floating Rate ETF $FLRN Position Boosted by Avity Investment Management Inc.
Avity Investment Management Inc. lifted its stake in SPDR Bloomberg Investment Grade Floating Rate ETF (NYSEARCA:FLRN – Free Report) by 11.9% in the third quarter, according to its most recent disclosure with the Securities... More of this article »
Coldstream Capital Management Inc. Has $67.51 Million Holdings in iShares Russell 2500 ETF $SMMD
Coldstream Capital Management Inc. decreased its stake in shares of iShares Russell 2500 ETF (BATS:SMMD – Free Report) by 5.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Avity Investment Management Inc. Acquires 51,655 Shares of Old Dominion Freight Line, Inc. $ODFL
Avity Investment Management Inc. boosted its holdings in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 267.6% during the third quarter, according to the company in its most recent disclosure with the... More of this article »
Avity Investment Management Inc. Acquires Shares of 30,446 Vanguard FTSE Emerging Markets ETF $VWO
Avity Investment Management Inc. bought a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Avity Investment Management Inc. Decreases Holdings in Raymond James Financial, Inc. $RJF
Avity Investment Management Inc. cut its stake in Raymond James Financial, Inc. (NYSE:RJF – Free Report) by 8.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Coldstream Capital Management Inc. Has $193.90 Million Stock Position in iShares 7-10 Year Treasury Bond ETF $IEF
Coldstream Capital Management Inc. increased its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 3.9% during the 3rd quarter, according to the company in its most recent disclosure with... More of this article »
Coldstream Capital Management Inc. Trims Holdings in Vanguard Large-Cap ETF $VV
Coldstream Capital Management Inc. decreased its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 3.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Coldstream Capital Management Inc. Sells 10,023 Shares of Vanguard Extended Market ETF $VXF
Coldstream Capital Management Inc. lowered its stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 4.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dimensional International Core Equity Market ETF $DFAI Shares Purchased by Coldstream Capital Management Inc.
Coldstream Capital Management Inc. grew its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 91.5% during the third quarter, according to its most recent disclosure with the Securities... More of this article »
Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Avity Investment Management Inc.
Avity Investment Management Inc. lifted its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 212.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Coldstream Capital Management Inc. Acquires 932,459 Shares of Dimensional US Small Cap Value ETF $DFSV
Coldstream Capital Management Inc. grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 70.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Vanguard Small-Cap ETF $VB Position Lifted by Coldstream Capital Management Inc.
Coldstream Capital Management Inc. grew its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 49.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Avity Investment Management Inc. Acquires 7,808 Shares of Vanguard S&P 500 ETF $VOO
Avity Investment Management Inc. grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 44.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Coldstream Capital Management Inc. Cuts Holdings in Vanguard FTSE Emerging Markets ETF $VWO
Coldstream Capital Management Inc. lowered its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Avity Investment Management Inc. Buys 506 Shares of MercadoLibre, Inc. $MELI
Avity Investment Management Inc. raised its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 4.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Schwab U.S. Large-Cap Value ETF $SCHV Stock Holdings Boosted by Avity Investment Management Inc.
Avity Investment Management Inc. grew its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 45.1% during the 3rd quarter, according to the company in its most recent filing with the SEC.... More of this article »
Costco Wholesale Corporation $COST Position Cut by Coldstream Capital Management Inc.
Coldstream Capital Management Inc. decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 8.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Vanguard S&P 500 ETF $VOO Stake Lifted by Coldstream Capital Management Inc.
Coldstream Capital Management Inc. lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Coldstream Capital Management Inc. Purchases 2,615 Shares of Meta Platforms, Inc. $META
Coldstream Capital Management Inc. lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.8% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Marsh & McLennan Companies, Inc. $MRSH Shares Purchased by Avity Investment Management Inc.
Avity Investment Management Inc. grew its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 2.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Avity Investment Management Inc. Sells 2,181 Shares of Alphabet Inc. $GOOG
Avity Investment Management Inc. decreased its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Avity Investment Management Inc. Cuts Stock Position in Ecolab Inc. $ECL
Avity Investment Management Inc. lessened its holdings in Ecolab Inc. (NYSE:ECL – Free Report) by 1.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Danica Pension Livsforsikringsaktieselskab Buys Shares of 70,846 Quest Diagnostics Incorporated $DGX
Danica Pension Livsforsikringsaktieselskab purchased a new position in Quest Diagnostics Incorporated (NYSE:DGX – Free Report) in the third quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Visa Inc. $V Stock Holdings Trimmed by Avity Investment Management Inc.
Avity Investment Management Inc. reduced its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 2.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Danica Pension Livsforsikringsaktieselskab Acquires New Holdings in Verisk Analytics, Inc. $VRSK
Danica Pension Livsforsikringsaktieselskab bought a new position in shares of Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought... More of this article »
Avity Investment Management Inc. Buys 4,158 Shares of Marsh & McLennan Companies, Inc. $MRSH
Avity Investment Management Inc. lifted its position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 2.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »