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IFP Advisors Inc Purchases 7,482 Shares of CoreWeave Inc. $CRWV
IFP Advisors Inc increased its position in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 1,009.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
IFP Advisors Inc Lowers Position in Schwab Short-Term U.S. Treasury ETF $SCHO
IFP Advisors Inc reduced its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 39.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Dimensional US Marketwide Value ETF $DFUV Shares Bought by IFP Advisors Inc
IFP Advisors Inc raised its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 75.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Bayshore Asset Management LLC
Bayshore Asset Management LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 72.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Swiss Life Asset Management Ltd Increases Holdings in Equity Lifestyle Properties, Inc. $ELS
Swiss Life Asset Management Ltd raised its holdings in shares of Equity Lifestyle Properties, Inc. (NYSE:ELS – Free Report) by 232.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Swiss Life Asset Management Ltd Has $3.48 Million Stock Holdings in Conagra Brands $CAG
Swiss Life Asset Management Ltd trimmed its position in Conagra Brands (NYSE:CAG – Free Report) by 29.0% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 190,059 shares of the company’s... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Position Decreased by Charles Schwab Trust Co
Charles Schwab Trust Co trimmed its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Charles Schwab Trust Co Purchases 57,710 Shares of Schwab Fundamental U.S. Large Company ETF $FNDX
Charles Schwab Trust Co grew its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Centerline Wealth Advisors LLC Buys Shares of 271,738 Abacus FCF Leaders ETF $ABFL
Centerline Wealth Advisors LLC purchased a new position in shares of Abacus FCF Leaders ETF (BATS:ABFL – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Park Avenue Securities LLC Decreases Stock Holdings in Royal Caribbean Cruises Ltd. $RCL
Park Avenue Securities LLC cut its holdings in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 18.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Park Avenue Securities LLC Acquires 2,021 Shares of Apple Inc. $AAPL
Park Avenue Securities LLC raised its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
GAMMA Investing LLC Lowers Position in Kimberly-Clark Corporation $KMB
GAMMA Investing LLC lessened its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 52.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Centerline Wealth Advisors LLC Purchases New Position in iShares U.S. Financial Services ETF $IYG
Centerline Wealth Advisors LLC purchased a new stake in iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Park Avenue Securities LLC Sells 35,081 Shares of SPDR Bloomberg Emerging Markets Local Bond ETF $EBND
Park Avenue Securities LLC decreased its holdings in shares of SPDR Bloomberg Emerging Markets Local Bond ETF (NYSEARCA:EBND – Free Report) by 16.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Park Avenue Securities LLC Trims Stock Position in Cigna Group $CI
Park Avenue Securities LLC reduced its stake in Cigna Group (NYSE:CI – Free Report) by 32.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 12,606 shares... More of this article »
8,222 Shares in Apple Inc. $AAPL Acquired by Holos Integrated Wealth LLC
Holos Integrated Wealth LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Park Avenue Securities LLC Sells 23,733 Shares of iShares Bitcoin Trust ETF $IBIT
Park Avenue Securities LLC lessened its stake in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 24.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 75,351... More of this article »
Park Avenue Securities LLC Sells 7,432 Shares of PulteGroup, Inc. $PHM
Park Avenue Securities LLC trimmed its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 19.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Apple Inc. $AAPL Shares Purchased by GoalVest Advisory LLC
GoalVest Advisory LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 24.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 13,486 shares of the iPhone... More of this article »
iShares U.S. Small Cap Equity Factor ETF $SMLF Shares Bought by Park Avenue Securities LLC
Park Avenue Securities LLC grew its holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 137.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Park Avenue Securities LLC Buys 66,555 Shares of Fidelity Enhanced Mid Cap ETF $FMDE
Park Avenue Securities LLC grew its position in shares of Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 232.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Seagate Technology Holdings PLC $STX Shares Acquired by Park Avenue Securities LLC
Park Avenue Securities LLC lifted its holdings in Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 31.3% 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 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 »
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 »
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 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 »
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 »
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 »