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338,606 Shares in JPMorgan Core Plus Bond ETF $JCPB Bought by Choice Wealth Advisors LLC
Choice Wealth Advisors LLC purchased a new stake in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
First Trust Rising Dividend Achievers ETF $RDVY is Genesis Private Wealth LLC’s 8th Largest Position
Genesis Private Wealth LLC lifted its stake in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 7.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Amazon.com, Inc. $AMZN is Coastline Trust Co’s 7th Largest Position
Coastline Trust Co raised its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 16.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
PGIM Total Return Bond ETF $PTRB Position Boosted by Genesis Private Wealth LLC
Genesis Private Wealth LLC increased its position in shares of PGIM Total Return Bond ETF (NYSEARCA:PTRB – Free Report) by 8.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
S&P Global Inc. $SPGI Shares Purchased by GuoLine Advisory Pte Ltd
GuoLine Advisory Pte Ltd raised its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 50.8% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 91,850 shares... More of this article »
Cooper Financial Group Has $2.94 Million Stake in John Hancock Multifactor Developed International ETF $JHMD
Cooper Financial Group grew its holdings in John Hancock Multifactor Developed International ETF (NYSEARCA:JHMD – Free Report) by 47.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Cooper Financial Group Acquires 3,021 Shares of Vertex Pharmaceuticals Incorporated $VRTX
Cooper Financial Group increased its holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 130.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Capital Group Growth ETF $CGGR is Genesis Private Wealth LLC’s 6th Largest Position
Genesis Private Wealth LLC boosted its position in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Farmers Trust Co. Acquires 1,861 Shares of Meta Platforms, Inc. $META
Farmers Trust Co. grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 33.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Genesis Private Wealth LLC Acquires 19,601 Shares of Janus Henderson Mortgage-Backed Securities ETF $JMBS
Genesis Private Wealth LLC lifted its stake in shares of Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS – Free Report) by 13.3% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Foguth Wealth Management LLC. Acquires Shares of 7,201 Microsoft Corporation $MSFT
Foguth Wealth Management LLC. bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
9,760 Shares in Freedom 100 Emerging Markets ETF $FRDM Purchased by Fermata Advisors LLC
Fermata Advisors LLC purchased a new stake in Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Choice Wealth Advisors LLC Makes New Investment in Invesco RAFI Emerging Markets ETF $PXH
Choice Wealth Advisors LLC bought a new stake in shares of Invesco RAFI Emerging Markets ETF (NYSEARCA:PXH – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Equity Lifestyle Properties, Inc. $ELS Shares Purchased by Fermata Advisors LLC
Fermata Advisors LLC increased its stake in shares of Equity Lifestyle Properties, Inc. (NYSE:ELS – Free Report) by 471.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Genesis Private Wealth LLC Purchases 5,526 Shares of iShares Russell 1000 Value ETF $IWD
Genesis Private Wealth LLC raised its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 9.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Meta Platforms, Inc. $META Shares Acquired by Fulcrum Equity Management
Fulcrum Equity Management increased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 105.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Coastline Trust Co Buys 5,390 Shares of Meta Platforms, Inc. $META
Coastline Trust Co grew its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 45,058... More of this article »
JPMorgan International Research Enhanced Equity ETF $JIRE Position Boosted by Cooper Financial Group
Cooper Financial Group lifted its holdings in JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) by 107.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
GuoLine Advisory Pte Ltd Invests $13.56 Million in Arthur J. Gallagher & Co. $AJG
GuoLine Advisory Pte Ltd bought a new position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Cooper Financial Group Cuts Position in Uber Technologies, Inc. $UBER
Cooper Financial Group lessened its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 38.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Fermata Advisors LLC Has $5.03 Million Stock Position in iMGP DBi Managed Futures Strategy ETF $DBMF
Fermata Advisors LLC lifted its position in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) by 33.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Fermata Advisors LLC Sells 23,582 Shares of Cambria Shareholder Yield ETF $SYLD
Fermata Advisors LLC lowered its stake in Cambria Shareholder Yield ETF (BATS:SYLD – Free Report) by 18.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
GSG Advisors LLC Makes New Investment in SkyWater Technology, Inc. $SKYT
GSG Advisors LLC purchased a new position in shares of SkyWater Technology, Inc. (NASDAQ:SKYT – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Foguth Wealth Management LLC. Invests $1.32 Million in Amazon.com, Inc. $AMZN
Foguth Wealth Management LLC. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Fermata Advisors LLC Invests $1.20 Million in SPDR Bridgewater All Weather ETF $ALLW
Fermata Advisors LLC bought a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Shares Bought by Cooper Financial Group
Cooper Financial Group lifted its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 66.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Fermata Advisors LLC Purchases 49,743 Shares of PGIM Ultra Short Bond ETF $PULS
Fermata Advisors LLC lifted its position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 226.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Genesis Private Wealth LLC Invests $1.51 Million in iShares S&P Mid-Cap 400 Growth ETF $IJK
Genesis Private Wealth LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Genesis Private Wealth LLC Sells 5,871 Shares of Invesco S&P 500 GARP ETF $SPGP
Genesis Private Wealth LLC reduced its stake in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 18.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Boosts Stock Position in iShares Russell 2000 ETF $IWM
Genesis Private Wealth LLC increased its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 221.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,812 shares... More of this article »
Genesis Private Wealth LLC Acquires Shares of 72,095 iShares Core MSCI EAFE ETF $IEFA
Genesis Private Wealth LLC purchased a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Vanguard Mid-Cap ETF $VO Shares Acquired by Genesis Private Wealth LLC
Genesis Private Wealth LLC grew its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1,388.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Takes $1.41 Million Position in Harbor Commodity All-Weather Strategy ETF $HGER
Genesis Private Wealth LLC acquired a new stake in Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Genesis Private Wealth LLC Purchases New Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Genesis Private Wealth LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Has $1.20 Million Stake in Fidelity Enhanced Mid Cap ETF $FMDE
Genesis Private Wealth LLC grew its position in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 413.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Genesis Private Wealth LLC Buys 47,616 Shares of Capital Group Dividend Value ETF $CGDV
Genesis Private Wealth LLC lifted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 192.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Purchases 16,748 Shares of Vanguard FTSE Developed Markets ETF $VEA
Genesis Private Wealth LLC raised its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 145.6% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Genesis Private Wealth LLC Cuts Stock Position in SPDR Portfolio Short Term Treasury ETF $SPTS
Genesis Private Wealth LLC lessened its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 19.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Genesis Private Wealth LLC Invests $3.90 Million in iShares Core Total USD Bond Market ETF $IUSB
Genesis Private Wealth LLC purchased a new stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
9,337 Shares in iShares S&P Mid-Cap 400 Value ETF $IJJ Purchased by Genesis Private Wealth LLC
Genesis Private Wealth LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Genesis Private Wealth LLC Invests $4.24 Million in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC
Genesis Private Wealth LLC purchased a new stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Genesis Private Wealth LLC Purchases Shares of 102,072 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC
Genesis Private Wealth LLC acquired a new position in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) during the fourth quarter, according to the company in its most recent... More of this article »
Genesis Private Wealth LLC Buys Shares of 20,675 Vanguard Mortgage-Backed Securities ETF $VMBS
Genesis Private Wealth LLC purchased a new position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Genesis Private Wealth LLC Has $1.07 Million Position in Vanguard FTSE Emerging Markets ETF $VWO
Genesis Private Wealth LLC raised its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 302.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Genesis Private Wealth LLC Makes New $566,000 Investment in iShares MSCI EAFE ETF $EFA
Genesis Private Wealth LLC purchased a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Genesis Private Wealth LLC Takes Position in JPMorgan U.S. Tech Leaders ETF $JTEK
Genesis Private Wealth LLC bought a new position in JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 9,664... More of this article »
Genesis Private Wealth LLC Invests $598,000 in Vanguard Russell 2000 ETF $VTWO
Genesis Private Wealth LLC bought a new position in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Kimberly-Clark Corporation $KMB Shares Purchased by Clark & Stuart Inc
Clark & Stuart Inc raised its stake in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 68.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »