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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 »
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 »
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 »
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 »
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 »
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 »
iShares TIPS Bond ETF $TIP is Archer Investment Management LLC’s 7th Largest Position
Archer Investment Management LLC reduced its stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 32.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Amplius Wealth Advisors LLC Reduces Holdings in Invesco S&P 500 Equal Weight ETF $RSP
Amplius Wealth Advisors LLC reduced its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 14.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Archer Investment Management LLC Takes $977,000 Position in iShares Core MSCI EAFE ETF $IEFA
Archer Investment Management LLC bought a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Archer Investment Management LLC Lowers Holdings in Dimensional Global Sustainability Fixed Income ETF $DFSB
Archer Investment Management LLC reduced its holdings in shares of Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB – Free Report) by 19.6% during the 4th quarter, according to the company in its most recent... More of this article »
180 Wealth Advisors LLC Acquires New Stake in Sprott Physical Gold Trust $PHYS
180 Wealth Advisors LLC acquired a new stake in Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Allworth Financial LP Acquires New Shares in Dan IVES Wedbush AI Revolution ETF $IVES
Allworth Financial LP bought a new stake in Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Allworth Financial LP Sells 6,822 Shares of Workday, Inc. $WDAY
Allworth Financial LP trimmed its position in Workday, Inc. (NASDAQ:WDAY – Free Report) by 76.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
AAFMAA Wealth Management & Trust LLC Acquires 2,398 Shares of Apple Inc. $AAPL
AAFMAA Wealth Management & Trust LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Exxon Mobil Corporation $XOM Shares Purchased by 180 Wealth Advisors LLC
180 Wealth Advisors LLC boosted its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 12.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG is Abound Wealth Management’s 2nd Largest Position
Abound Wealth Management lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Abound Wealth Management Grows Stock Position in Vanguard Total Stock Market ETF $VTI
Abound Wealth Management raised its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
180 Wealth Advisors LLC Has $303,000 Stake in Delta Air Lines, Inc. $DAL
180 Wealth Advisors LLC lowered its position in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 64.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
GE Aerospace $GE Shares Purchased by Abound Wealth Management
Abound Wealth Management grew its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 385.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,333 shares of the... More of this article »
Allworth Financial LP Invests $651,000 in IREN Limited $IREN
Allworth Financial LP bought a new stake in IREN Limited (NASDAQ:IREN – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Allworth Financial LP Reduces Position in Globus Medical, Inc. $GMED
Allworth Financial LP decreased its holdings in Globus Medical, Inc. (NYSE:GMED – Free Report) by 69.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Innovator MSCI Emerging Markets Power Buffer ETF – January $EJAN Shares Sold by Allworth Financial LP
Allworth Financial LP decreased its holdings in shares of Innovator MSCI Emerging Markets Power Buffer ETF – January (NYSEARCA:EJAN – Free Report) by 90.5% in the 3rd quarter, according to the company in its most recent... More of this article »
Commerce Bancshares, Inc. $CBSH Shares Bought by Allworth Financial LP
Allworth Financial LP lifted its position in Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) by 1,723.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Williams Companies, Inc. (The) $WMB Shares Sold by 180 Wealth Advisors LLC
180 Wealth Advisors LLC trimmed its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 51.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Abound Wealth Management Purchases 36,332 Shares of iShares Core S&P Small-Cap ETF $IJR
Abound Wealth Management boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
NewJersey Resources Corporation $NJR Shares Sold by Allworth Financial LP
Allworth Financial LP decreased its holdings in shares of NewJersey Resources Corporation (NYSE:NJR – Free Report) by 52.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF $IVV Position Boosted by Abound Wealth Management
Abound Wealth Management grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
AAFMAA Wealth Management & Trust LLC Purchases 5,908 Shares of Microsoft Corporation $MSFT
AAFMAA Wealth Management & Trust LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 63.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Netflix, Inc. $NFLX Shares Bought by Contravisory Investment Management Inc.
Contravisory Investment Management Inc. grew its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 837.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 111,380 shares... More of this article »
Netflix, Inc. $NFLX Shares Acquired by Congress Asset Management Co.
Congress Asset Management Co. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 886.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Diversified Trust Co. Purchases 2,404 Shares of Caterpillar Inc. $CAT
Diversified Trust Co. lifted its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 30.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,234... More of this article »
Walmart Inc. $WMT Stock Holdings Increased by Chesapeake Asset Management LLC
Chesapeake Asset Management LLC lifted its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 1,723.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor ... More of this article »
Dynamic Advisor Solutions LLC Trims Stock Holdings in Walmart Inc. $WMT
Dynamic Advisor Solutions LLC reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 4.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 138,942 shares of the retailer’s... More of this article »
Dynamic Advisor Solutions LLC Has $2.85 Million Stake in Thermo Fisher Scientific Inc. $TMO
Dynamic Advisor Solutions LLC reduced its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 18.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »