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Image for Dimensional International Core Equity 2 ETF $DFIC Shares Purchased by Aspen Wealth Management LLC

Dimensional International Core Equity 2 ETF $DFIC Shares Purchased by Aspen Wealth Management LLC

Aspen Wealth Management LLC raised its stake in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 3.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for JPMorgan Active Value ETF $JAVA is Avior Wealth Management LLC’s 6th Largest Position

JPMorgan Active Value ETF $JAVA is Avior Wealth Management LLC’s 6th Largest Position

Avior Wealth Management LLC decreased its stake in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Avior Wealth Management LLC Increases Position in Vanguard Mid-Cap Value ETF $VOE

Avior Wealth Management LLC Increases Position in Vanguard Mid-Cap Value ETF $VOE

Avior Wealth Management LLC increased its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 0.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Avior Wealth Management LLC Decreases Stake in JPMorgan Active Growth ETF $JGRO

Avior Wealth Management LLC Decreases Stake in JPMorgan Active Growth ETF $JGRO

Avior Wealth Management LLC cut its position in JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 3.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Avior Wealth Management LLC Raises Stake in iShares Floating Rate Bond ETF $FLOT

Avior Wealth Management LLC Raises Stake in iShares Floating Rate Bond ETF $FLOT

Avior Wealth Management LLC raised its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 51.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Avior Wealth Management LLC Increases Stock Holdings in Vanguard Short-Term Bond ETF $BSV

Avior Wealth Management LLC Increases Stock Holdings in Vanguard Short-Term Bond ETF $BSV

Avior Wealth Management LLC grew its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 5.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Avior Wealth Management LLC Raises Stock Holdings in Citigroup Inc. $C

Avior Wealth Management LLC Raises Stock Holdings in Citigroup Inc. $C

Avior Wealth Management LLC increased its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 295.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for SPDR Gold Shares $GLD Shares Bought by Avior Wealth Management LLC

SPDR Gold Shares $GLD Shares Bought by Avior Wealth Management LLC

Avior Wealth Management LLC grew its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 23.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Vanguard Total Bond Market ETF $BND Shares Bought by Avior Wealth Management LLC

Vanguard Total Bond Market ETF $BND Shares Bought by Avior Wealth Management LLC

Avior Wealth Management LLC grew its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 489,125... More of this article »
Image for Avior Wealth Management LLC Sells 1,283 Shares of iShares Russell 1000 Growth ETF $IWF

Avior Wealth Management LLC Sells 1,283 Shares of iShares Russell 1000 Growth ETF $IWF

Avior Wealth Management LLC lessened its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 10.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 10,902 shares of... More of this article »
Image for Avior Wealth Management LLC Raises Stock Position in Vanguard Emerging Markets Government Bond ETF $VWOB

Avior Wealth Management LLC Raises Stock Position in Vanguard Emerging Markets Government Bond ETF $VWOB

Avior Wealth Management LLC lifted its position in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 6.0% in the fourth quarter, according to its most recent filing with the Securities and... More of this article »
Image for Avior Wealth Management LLC Raises Stake in Dimensional Emerging Core Equity Market ETF $DFAE

Avior Wealth Management LLC Raises Stake in Dimensional Emerging Core Equity Market ETF $DFAE

Avior Wealth Management LLC increased its position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 29.5% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Avior Wealth Management LLC Has $39.66 Million Stock Holdings in Vanguard Small-Cap ETF $VB

Avior Wealth Management LLC Has $39.66 Million Stock Holdings in Vanguard Small-Cap ETF $VB

Avior Wealth Management LLC boosted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Vanguard Mega Cap Value ETF $MGV Shares Purchased by Avior Wealth Management LLC

Vanguard Mega Cap Value ETF $MGV Shares Purchased by Avior Wealth Management LLC

Avior Wealth Management LLC grew its position in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 18.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Vanguard FTSE Emerging Markets ETF $VWO Shares Acquired by Avior Wealth Management LLC

Vanguard FTSE Emerging Markets ETF $VWO Shares Acquired by Avior Wealth Management LLC

Avior Wealth Management LLC increased its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Avior Wealth Management LLC Reduces Position in Vanguard Mega Cap Growth ETF $MGK

Avior Wealth Management LLC Reduces Position in Vanguard Mega Cap Growth ETF $MGK

Avior Wealth Management LLC lessened its stake in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 13.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Vanguard Total International Bond ETF $BNDX Position Boosted by Avior Wealth Management LLC

Vanguard Total International Bond ETF $BNDX Position Boosted by Avior Wealth Management LLC

Avior Wealth Management LLC grew its position in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 9.6% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Avior Wealth Management LLC Sells 19,254 Shares of abrdn Physical Silver Shares ETF $SIVR

Avior Wealth Management LLC Sells 19,254 Shares of abrdn Physical Silver Shares ETF $SIVR

Avior Wealth Management LLC lowered its stake in shares of abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 13.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Avior Wealth Management LLC Increases Stock Position in Vanguard FTSE Developed Markets ETF $VEA

Avior Wealth Management LLC Increases Stock Position in Vanguard FTSE Developed Markets ETF $VEA

Avior Wealth Management LLC increased its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Avior Wealth Management LLC Acquires 8,398 Shares of Vanguard Total International Stock ETF $VXUS

Avior Wealth Management LLC Acquires 8,398 Shares of Vanguard Total International Stock ETF $VXUS

Avior Wealth Management LLC boosted its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 6.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Avior Wealth Management LLC Sells 22,362 Shares of iShares Core U.S. REIT ETF $USRT

Avior Wealth Management LLC Sells 22,362 Shares of iShares Core U.S. REIT ETF $USRT

Avior Wealth Management LLC cut its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 16.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Avior Wealth Management LLC Acquires 9,310 Shares of JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Avior Wealth Management LLC Acquires 9,310 Shares of JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Avior Wealth Management LLC boosted its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 9.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Avior Wealth Management LLC Has $39.18 Million Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Avior Wealth Management LLC Has $39.18 Million Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Avior Wealth Management LLC raised its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 4.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Avior Wealth Management LLC Has $15.23 Million Stock Holdings in Vanguard S&P Mid-Cap 400 Value ETF $IVOV

Avior Wealth Management LLC Has $15.23 Million Stock Holdings in Vanguard S&P Mid-Cap 400 Value ETF $IVOV

Avior Wealth Management LLC raised its stake in shares of Vanguard S&P Mid-Cap 400 Value ETF (NYSEARCA:IVOV – Free Report) by 8.2% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for Vanguard Mid-Cap ETF $VO Shares Acquired by Avior Wealth Management LLC

Vanguard Mid-Cap ETF $VO Shares Acquired by Avior Wealth Management LLC

Avior Wealth Management LLC lifted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 11.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Avior Wealth Management LLC Has $22.87 Million Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Avior Wealth Management LLC Has $22.87 Million Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Avior Wealth Management LLC lessened its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent filing with... More of this article »
Image for Vanguard High Dividend Yield ETF $VYM Shares Sold by Avior Wealth Management LLC

Vanguard High Dividend Yield ETF $VYM Shares Sold by Avior Wealth Management LLC

Avior Wealth Management LLC lessened its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 17.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Avior Wealth Management LLC Sells 28,842 Shares of Dimensional International Core Equity Market ETF $DFAI

Avior Wealth Management LLC Sells 28,842 Shares of Dimensional International Core Equity Market ETF $DFAI

Avior Wealth Management LLC lowered its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 12.0% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Avior Wealth Management LLC Has $7.22 Million Stake in Fidelity Enhanced International ETF $FENI

Avior Wealth Management LLC Has $7.22 Million Stake in Fidelity Enhanced International ETF $FENI

Avior Wealth Management LLC raised its position in Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 200.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Avior Wealth Management LLC Buys 83,336 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO

Avior Wealth Management LLC Buys 83,336 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO

Avior Wealth Management LLC boosted its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 9.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Avior Wealth Management LLC Buys 18,688 Shares of Vanguard Intermediate-Term Bond ETF $BIV

Avior Wealth Management LLC Buys 18,688 Shares of Vanguard Intermediate-Term Bond ETF $BIV

Avior Wealth Management LLC grew its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 4.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Vanguard S&P Small-Cap 600 Value ETF $VIOV Shares Bought by Avior Wealth Management LLC

Vanguard S&P Small-Cap 600 Value ETF $VIOV Shares Bought by Avior Wealth Management LLC

Avior Wealth Management LLC lifted its position in shares of Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV – Free Report) by 10.5% during the 4th quarter, according to its most recent filing with the Securities and... More of this article »
Image for Avior Wealth Management LLC Grows Position in iShares National Muni Bond ETF $MUB

Avior Wealth Management LLC Grows Position in iShares National Muni Bond ETF $MUB

Avior Wealth Management LLC grew its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Micron Technology, Inc. $MU Stock Holdings Lifted by Avior Wealth Management LLC

Micron Technology, Inc. $MU Stock Holdings Lifted by Avior Wealth Management LLC

Avior Wealth Management LLC increased its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 155.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Avior Wealth Management LLC Sells 11,348 Shares of SPDR Gold MiniShares Trust $GLDM

Avior Wealth Management LLC Sells 11,348 Shares of SPDR Gold MiniShares Trust $GLDM

Avior Wealth Management LLC cut its holdings in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 10.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Avior Wealth Management LLC Buys 33,431 Shares of Schwab U.S. REIT ETF $SCHH

Avior Wealth Management LLC Buys 33,431 Shares of Schwab U.S. REIT ETF $SCHH

Avior Wealth Management LLC increased its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 9.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for PGIM Ultra Short Bond ETF $PULS Stock Holdings Increased by AFG Fiduciary Services Limited Partnership

PGIM Ultra Short Bond ETF $PULS Stock Holdings Increased by AFG Fiduciary Services Limited Partnership

AFG Fiduciary Services Limited Partnership boosted its stake in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 8.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Allworth Financial LP Sells 10,277 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Allworth Financial LP Sells 10,277 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Allworth Financial LP cut its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 18.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Allworth Financial LP Has $9.19 Million Stock Position in Cigna Group $CI

Allworth Financial LP Has $9.19 Million Stock Position in Cigna Group $CI

Allworth Financial LP raised its holdings in shares of Cigna Group (NYSE:CI – Free Report) by 11.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Anderson Hoagland & Co. Has $35.70 Million Stock Holdings in Vanguard Growth ETF $VUG

Anderson Hoagland & Co. Has $35.70 Million Stock Holdings in Vanguard Growth ETF $VUG

Anderson Hoagland & Co. lessened its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for AFG Fiduciary Services Limited Partnership Invests $5.27 Million in Valero Energy Corporation $VLO

AFG Fiduciary Services Limited Partnership Invests $5.27 Million in Valero Energy Corporation $VLO

AFG Fiduciary Services Limited Partnership acquired a new position in Valero Energy Corporation (NYSE:VLO – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Allworth Financial LP Buys 42,687 Shares of Dimensional US Large Cap Value ETF $DFLV

Allworth Financial LP Buys 42,687 Shares of Dimensional US Large Cap Value ETF $DFLV

Allworth Financial LP increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 15.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for The Boeing Company $BA Shares Purchased by Allworth Financial LP

The Boeing Company $BA Shares Purchased by Allworth Financial LP

Allworth Financial LP increased its stake in The Boeing Company (NYSE:BA – Free Report) by 7.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 42,075 shares... More of this article »
Image for Allworth Financial LP Increases Stock Position in Dimensional Emerging Markets Core Equity 2 ETF $DFEM

Allworth Financial LP Increases Stock Position in Dimensional Emerging Markets Core Equity 2 ETF $DFEM

Allworth Financial LP grew its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 24.7% during the third quarter, according to the company in its most recent filing with the... More of this article »
Image for ProShares Short S&P 500 $SH Stake Lowered by AFG Fiduciary Services Limited Partnership

ProShares Short S&P 500 $SH Stake Lowered by AFG Fiduciary Services Limited Partnership

AFG Fiduciary Services Limited Partnership trimmed its stake in shares of ProShares Short S&P 500 (NYSEARCA:SH – Free Report) by 42.4% during the fourth quarter, according to its most recent filing with the Securities and... More of this article »
Image for Vanguard Information Technology ETF $VGT Shares Acquired by Allworth Financial LP

Vanguard Information Technology ETF $VGT Shares Acquired by Allworth Financial LP

Allworth Financial LP lifted its stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 7.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Anderson Hoagland & Co. Acquires 67,252 Shares of Vanguard Short-Term Treasury ETF $VGSH

Anderson Hoagland & Co. Acquires 67,252 Shares of Vanguard Short-Term Treasury ETF $VGSH

Anderson Hoagland & Co. increased its holdings in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 22.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 368,439... More of this article »
Image for Anderson Hoagland & Co. Increases Stock Holdings in Vanguard 0-3 Month Treasury Bill ETF $VBIL

Anderson Hoagland & Co. Increases Stock Holdings in Vanguard 0-3 Month Treasury Bill ETF $VBIL

Anderson Hoagland & Co. lifted its position in shares of Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 769.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Allworth Financial LP Increases Stake in Ecolab Inc. $ECL

Allworth Financial LP Increases Stake in Ecolab Inc. $ECL

Allworth Financial LP boosted its position in Ecolab Inc. (NYSE:ECL – Free Report) by 640.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 33,528 shares of the basic materials... More of this article »
Image for iShares Gold Trust $IAU Shares Bought by Anderson Hoagland & Co.

iShares Gold Trust $IAU Shares Bought by Anderson Hoagland & Co.

Anderson Hoagland & Co. lifted its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 0.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 817,382 shares of... More of this article »