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Arlington Financial Advisors LLC Grows Stock Holdings in JPMorgan Active Value ETF $JAVA
Arlington Financial Advisors LLC increased its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 3.0% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Arlington Financial Advisors LLC Buys New Position in Vanguard Small-Cap Value ETF $VBR
Arlington Financial Advisors LLC bought a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Arlington Financial Advisors LLC Raises Stock Position in JPMorgan Global Select Equity ETF $JGLO
Arlington Financial Advisors LLC raised its stake in shares of JPMorgan Global Select Equity ETF (NASDAQ:JGLO – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Arlington Financial Advisors LLC Has $22.92 Million Stock Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Arlington Financial Advisors LLC trimmed its holdings in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 14.2% in the 4th quarter, according to its most recent disclosure with... More of this article »
Harbor International Compounders ETF $OSEA Position Boosted by Arlington Financial Advisors LLC
Arlington Financial Advisors LLC grew its holdings in Harbor International Compounders ETF (NYSEARCA:OSEA – Free Report) by 2.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Arlington Financial Advisors LLC Has $48.53 Million Holdings in Capital Group Global Growth Equity ETF $CGGO
Arlington Financial Advisors LLC grew its holdings in Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Archer Investment Management LLC Takes $709,000 Position in iShares S&P 100 ETF $OEF
Archer Investment Management LLC bought a new position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Arlington Financial Advisors LLC Has $36.55 Million Stake in Schwab Fundamental International Equity ETF $FNDF
Arlington Financial Advisors LLC boosted its holdings in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent Form... More of this article »
7,163 Shares in iShares 10-20 Year Treasury Bond ETF $TLH Purchased by Archer Investment Management LLC
Archer Investment Management LLC purchased a new position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Archer Investment Management LLC Makes New Investment in iShares S&P 500 Value ETF $IVE
Archer Investment Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Archer Investment Management LLC Makes New Investment in iShares ESG Aware MSCI USA ETF $ESGU
Archer Investment Management LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Amplius Wealth Advisors LLC Acquires New Shares in VanEck BDC Income ETF $BIZD
Amplius Wealth Advisors LLC purchased a new stake in shares of VanEck BDC Income ETF (NYSEARCA:BIZD – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Archer Investment Management LLC Takes $2.88 Million Position in SPDR Portfolio Emerging Markets ETF $SPEM
Archer Investment Management LLC bought a new position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Archer Investment Management LLC Sells 70,970 Shares of iShares MSCI Intl Quality Factor ETF $IQLT
Archer Investment Management LLC lowered its stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 36.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Amplius Wealth Advisors LLC Purchases 14,113 Shares of John Hancock Multifactor Mid Cap ETF $JHMM
Amplius Wealth Advisors LLC raised its position in John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM – Free Report) by 2.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 672,760... More of this article »
Amplius Wealth Advisors LLC Sells 1,759 Shares of Chubb Limited $CB
Amplius Wealth Advisors LLC lowered its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 2.3% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 74,311 shares of the financial... More of this article »
Archer Investment Management LLC Invests $1.94 Million in iShares MSCI USA Quality Factor ETF $QUAL
Archer Investment Management LLC acquired a new position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Archer Investment Management LLC Sells 80,311 Shares of Fidelity Emerging Markets Multifactor ETF $FDEM
Archer Investment Management LLC lowered its holdings in shares of Fidelity Emerging Markets Multifactor ETF (BATS:FDEM – Free Report) by 35.2% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Archer Investment Management LLC Takes $1.81 Million Position in iShares Core Total USD Bond Market ETF $IUSB
Archer Investment Management LLC purchased a new position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Archer Investment Management LLC Has $2.65 Million Stock Holdings in Dimensional International Sustainability Core 1 ETF $DFSI
Archer Investment Management LLC trimmed its position in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) by 24.2% in the fourth quarter, according to the company in its most recent Form 13F... More of this article »
Archer Investment Management LLC Takes $2.16 Million Position in Invesco S&P 500 Top 50 ETF $XLG
Archer Investment Management LLC acquired a new position in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Archer Investment Management LLC Takes $1.03 Million Position in iShares Gold Trust $IAU
Archer Investment Management LLC bought a new position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund bought 12,645 shares of... More of this article »
Columbia Research Enhanced Core ETF $RECS is Amplius Wealth Advisors LLC’s 3rd Largest Position
Amplius Wealth Advisors LLC boosted its stake in Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Invesco S&P 500 Equal Weight ETF $RSP Shares Sold by Archer Investment Management LLC
Archer Investment Management LLC decreased its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 37.5% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Archer Investment Management LLC Acquires Shares of 20,283 iShares MSCI EAFE Value ETF $EFV
Archer Investment Management LLC bought a new stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Archer Investment Management LLC Takes $3.81 Million Position in iShares S&P 500 Growth ETF $IVW
Archer Investment Management LLC purchased a new position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Dimensional Global Core Plus Fixed Income ETF $DFGP is Archer Investment Management LLC’s 2nd Largest Position
Archer Investment Management LLC trimmed its holdings in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 35.0% in the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Amplius Wealth Advisors LLC Sells 32,854 Shares of Pfizer Inc. $PFE
Amplius Wealth Advisors LLC trimmed its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 75.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,438... More of this article »
Amplius Wealth Advisors LLC Has $92.95 Million Stock Holdings in Putnam Focused Large Cap Value ETF $PVAL
Amplius Wealth Advisors LLC lifted its holdings in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Sold by Archer Investment Management LLC
Archer Investment Management LLC reduced its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 31.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Archer Investment Management LLC Sells 33,965 Shares of Vanguard FTSE All-World ex-US ETF $VEU
Archer Investment Management LLC trimmed its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 26.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Schwab International Small-Cap Equity ETF $SCHC Shares Sold by Archer Investment Management LLC
Archer Investment Management LLC trimmed its stake in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 33.6% during the fourth quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Amplius Wealth Advisors LLC Purchases 16,415 Shares of Capital Group International Core Equity ETF $CGIC
Amplius Wealth Advisors LLC raised its position in shares of Capital Group International Core Equity ETF (NYSEARCA:CGIC – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Archer Investment Management LLC Invests $794,000 in iShares ESG MSCI KLD 400 ETF $DSI
Archer Investment Management LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
15,530 Shares in iShares Bitcoin Trust ETF $IBIT Bought by Archer Investment Management LLC
Archer Investment Management LLC purchased a new stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 15,530... More of this article »
Archer Investment Management LLC Purchases New Position in BlackRock U.S. Carbon Transition Readiness ETF $LCTU
Archer Investment Management LLC purchased a new stake in BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
Amplius Wealth Advisors LLC Boosts Stake in iShares MSCI ACWI ETF $ACWI
Amplius Wealth Advisors LLC increased its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 6.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares 20+ Year Treasury Bond ETF $TLT Shares Sold by Archer Investment Management LLC
Archer Investment Management LLC trimmed its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 27.4% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Archer Investment Management LLC Sells 3,802 Shares of iShares Micro-Cap ETF $IWC
Archer Investment Management LLC lessened its stake in shares of iShares Micro-Cap ETF (NYSEARCA:IWC – Free Report) by 31.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Schwab Intermediate-Term U.S. Treasury ETF $SCHR is Archer Investment Management LLC’s Largest Position
Archer Investment Management LLC reduced its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 30.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Archer Investment Management LLC Purchases Shares of 14,434 iShares MBS ETF $MBB
Archer Investment Management LLC acquired a new position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired... More of this article »
Archer Investment Management LLC Takes $1.36 Million Position in iShares MSCI USA Momentum Factor ETF $MTUM
Archer Investment Management LLC bought a new position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Archer Investment Management LLC Acquires Shares of 13,772 iShares Core MSCI Europe ETF $IEUR
Archer Investment Management LLC acquired a new position in iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Amplius Wealth Advisors LLC Acquires 36,343 Shares of JPMorgan Municipal ETF $JMUB
Amplius Wealth Advisors LLC raised its stake in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 12.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Amplius Wealth Advisors LLC Sells 6,878 Shares of iShares Global 100 ETF $IOO
Amplius Wealth Advisors LLC cut its stake in iShares Global 100 ETF (NYSEARCA:IOO – Free Report) by 2.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Global X U.S. Preferred ETF $PFFD Shares Sold by Appleton Partners Inc. MA
Appleton Partners Inc. MA lessened its holdings in shares of Global X U.S. Preferred ETF (NYSEARCA:PFFD – Free Report) by 34.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Archer Investment Management LLC Buys Shares of 118,815 Schwab U.S. Large-Cap Growth ETF $SCHG
Archer Investment Management LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
iShares 0-5 Year TIPS Bond ETF $STIP is Amplius Wealth Advisors LLC’s 5th Largest Position
Amplius Wealth Advisors LLC grew its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »