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Park Avenue Securities LLC Purchases 5,576 Shares of Arch Capital Group Ltd. $ACGL
Park Avenue Securities LLC lifted its position in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 18.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Park Avenue Securities LLC Raises Stake in First Trust Core Investment Grade ETF $FTCB
Park Avenue Securities LLC raised its position in First Trust Core Investment Grade ETF (NYSEARCA:FTCB – Free Report) by 19.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Park Avenue Securities LLC Has $3.04 Million Stock Holdings in iShares TIPS Bond ETF $TIP
Park Avenue Securities LLC increased its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 339.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Park Avenue Securities LLC Reduces Stock Position in JPMorgan Equity Premium Income ETF $JEPI
Park Avenue Securities LLC decreased its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 70.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Alphabet Inc. $GOOGL is Renaissance Investment Group LLC’s 2nd Largest Position
Renaissance Investment Group LLC trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Park Avenue Securities LLC Boosts Holdings in iShares Russell 3000 ETF $IWV
Park Avenue Securities LLC lifted its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 160.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Park Avenue Securities LLC Buys 16,522 Shares of Dimensional Emerging Markets High Profitability ETF $DEHP
Park Avenue Securities LLC increased its stake in shares of Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP – Free Report) by 18.4% in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Park Avenue Securities LLC Has $3.02 Million Stake in BNY Mellon US Large Cap Core Equity ETF $BKLC
Park Avenue Securities LLC lifted its stake in BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC – Free Report) by 27.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Iowa State Bank Purchases 6,399 Shares of Alphabet Inc. $GOOGL
Iowa State Bank increased its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 11.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Park Avenue Securities LLC Increases Stake in Logitech International S.A. $LOGI
Park Avenue Securities LLC lifted its position in Logitech International S.A. (NASDAQ:LOGI – Free Report) by 43.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Sagespring Wealth Partners LLC Acquires 7,808 Shares of Fortinet, Inc. $FTNT
Sagespring Wealth Partners LLC boosted its holdings in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 175.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 12,250... More of this article »
Park Avenue Securities LLC Purchases 11,613 Shares of iShares Short Treasury Bond ETF $SHV
Park Avenue Securities LLC grew its position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 78.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Sagespring Wealth Partners LLC Cuts Stock Position in iShares Convertible Bond ETF $ICVT
Sagespring Wealth Partners LLC lessened its position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 44.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
16,963 Shares in Alphabet Inc. $GOOGL Purchased by QP Wealth Management LLC
QP Wealth Management LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Park National Corp OH Increases Stock Holdings in Microsoft Corporation $MSFT
Park National Corp OH grew its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Leibman Financial Services Inc. Sells 4,005 Shares of Apple Inc. $AAPL
Leibman Financial Services Inc. lowered its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 24.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Apple Inc. $AAPL Stake Increased by LifeGuide Financial Advisors LLC
LifeGuide Financial Advisors LLC boosted its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 146.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Park Avenue Securities LLC Has $2.93 Million Holdings in Vanguard Information Technology ETF $VGT
Park Avenue Securities LLC cut its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 23.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Park Avenue Securities LLC Has $3.26 Million Holdings in Cboe Global Markets, Inc. $CBOE
Park Avenue Securities LLC increased its position in Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 37.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Global 100 ETF $IOO Stock Holdings Decreased by Sagespring Wealth Partners LLC
Sagespring Wealth Partners LLC lowered its position in shares of iShares Global 100 ETF (NYSEARCA:IOO – Free Report) by 42.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Park Avenue Securities LLC Buys 5,633 Shares of iShares Russell 2000 Value ETF $IWN
Park Avenue Securities LLC boosted its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 58.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Martin Capital Partners LLC Acquires 3,118 Shares of Microsoft Corporation $MSFT
Martin Capital Partners LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 19.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Sagespring Wealth Partners LLC Sells 11,324 Shares of Honeywell International Inc. $HON
Sagespring Wealth Partners LLC reduced its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 65.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 5,861... More of this article »
Apple Inc. $AAPL Shares Sold by Neville Rodie & Shaw Inc.
Neville Rodie & Shaw Inc. decreased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Sagespring Wealth Partners LLC Reduces Holdings in Invesco S&P 500 Equal Weight ETF $RSP
Sagespring Wealth Partners LLC decreased its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 54.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Sagespring Wealth Partners LLC Buys 15,495 Shares of Copart, Inc. $CPRT
Sagespring Wealth Partners LLC raised its stake in Copart, Inc. (NASDAQ:CPRT – Free Report) by 109.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Park Avenue Securities LLC Takes $2.99 Million Position in iShares Russell Top 200 Value ETF $IWX
Park Avenue Securities LLC bought a new position in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Park National Corp OH Decreases Stock Position in Apple Inc. $AAPL
Park National Corp OH lowered its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Park Avenue Securities LLC Increases Stake in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Park Avenue Securities LLC increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 28.1% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Leibman Financial Services Inc. Decreases Stock Position in Microsoft Corporation $MSFT
Leibman Financial Services Inc. decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 85.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Park Avenue Securities LLC Increases Stock Holdings in Invesco NASDAQ 100 ETF $QQQM
Park Avenue Securities LLC boosted its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 223.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Park Avenue Securities LLC Grows Stock Holdings in Deckers Outdoor Corporation $DECK
Park Avenue Securities LLC boosted its stake in Deckers Outdoor Corporation (NYSE:DECK – Free Report) by 19.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Fulcrum Equity Management Has $1.81 Million Holdings in Alphabet Inc. $GOOGL
Fulcrum Equity Management grew its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 102.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 5,797 shares of the information services... More of this article »
Park Avenue Securities LLC Has $3.08 Million Stake in Unilever PLC $UL
Park Avenue Securities LLC lowered its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 20.5% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 47,065 shares of the company’s... More of this article »
Park Avenue Securities LLC Raises Stock Position in UBS Group AG $UBS
Park Avenue Securities LLC raised its position in UBS Group AG (NYSE:UBS – Free Report) by 25.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 67,661... More of this article »
Sagespring Wealth Partners LLC Grows Position in Johnson & Johnson $JNJ
Sagespring Wealth Partners LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 6.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 45,222 shares... More of this article »
iShares MSCI EAFE Value ETF $EFV Stake Boosted by Centerline Wealth Advisors LLC
Centerline Wealth Advisors LLC boosted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 30.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Centerline Wealth Advisors LLC Has $4.05 Million Position in Vanguard Mid-Cap ETF $VO
Centerline Wealth Advisors LLC cut its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 65.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
23,442 Shares in Dimensional International Value ETF $DFIV Bought by Elmwood Wealth Management Inc.
Elmwood Wealth Management Inc. purchased a new stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Centerline Wealth Advisors LLC Purchases New Position in JPMorgan Municipal ETF $JMUB
Centerline Wealth Advisors LLC purchased a new stake in JPMorgan Municipal ETF (BATS:JMUB – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Brave Asset Management Inc. Reduces Stake in ProShares UltraPro Short QQQ $SQQQ
Brave Asset Management Inc. lessened its holdings in ProShares UltraPro Short QQQ (NASDAQ:SQQQ – Free Report) by 62.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Dynamic Advisor Solutions LLC Sells 8,446 Shares of iShares Core MSCI EAFE ETF $IEFA
Dynamic Advisor Solutions LLC cut its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Invesco S&P 500 Momentum ETF $SPMO Shares Purchased by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC boosted its holdings in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 116.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Cyndeo Wealth Partners LLC Makes New Investment in JPMorgan Municipal ETF $JMUB
Cyndeo Wealth Partners LLC acquired a new stake in JPMorgan Municipal ETF (BATS:JMUB – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Schwab Fundamental International Equity ETF $FNDF Stock Position Raised by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC boosted its holdings in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent disclosure... More of this article »
Schwab US Small-Cap ETF $SCHA Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC trimmed its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 10.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Reduces Stock Position in Dimensional International Core Equity Market ETF $DFAI
Dynamic Advisor Solutions LLC reduced its stake in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 21.1% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Dynamic Advisor Solutions LLC Purchases 131,103 Shares of JPMorgan U.S. Quality Factor ETF $JQUA
Dynamic Advisor Solutions LLC raised its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 71.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »