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56,718 Shares in Boyd Group Services Inc. $BGSI Purchased by Cidel Asset Management Inc.
Cidel Asset Management Inc. purchased a new stake in shares of Boyd Group Services Inc. (NYSE:BGSI – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Cidel Asset Management Inc. Has $18.16 Million Position in Open Text Corporation $OTEX
Cidel Asset Management Inc. cut its position in Open Text Corporation (NASDAQ:OTEX – Free Report) (TSE:OTC) by 42.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Cidel Asset Management Inc. Cuts Position in Cboe Global Markets, Inc. $CBOE
Cidel Asset Management Inc. lowered its stake in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 14.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
McCormick & Company, Incorporated $MKC Shares Sold by Cidel Asset Management Inc.
Cidel Asset Management Inc. trimmed its holdings in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 45.1% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Cidel Asset Management Inc. Purchases Shares of 7,408 iShares MSCI World ETF $URTH
Cidel Asset Management Inc. acquired a new stake in shares of iShares MSCI World ETF (NYSEARCA:URTH – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Schwab Fundamental U.S. Large Company ETF $FNDX Shares Sold by Cidel Asset Management Inc.
Cidel Asset Management Inc. trimmed its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 14.4% in the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Cidel Asset Management Inc. Sells 95,922 Shares of Waste Connections, Inc. $WCN
Cidel Asset Management Inc. reduced its stake in shares of Waste Connections, Inc. (NYSE:WCN – Free Report) by 58.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 67,753 shares... More of this article »
ASML Holding N.V. $ASML Position Reduced by Cidel Asset Management Inc.
Cidel Asset Management Inc. trimmed its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 22.3% 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 »
Elwood & Goetz Wealth Advisory Group LLC Acquires 9,914 Shares of Vanguard Real Estate ETF $VNQ
Elwood & Goetz Wealth Advisory Group LLC raised its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 19.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Financial & Tax Architects LLC Invests $3.24 Million in iShares MSCI Emerging Markets ETF $EEM
Financial & Tax Architects LLC purchased a new stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
NextEra Energy, Inc. $NEE Shares Sold by Financial & Tax Architects LLC
Financial & Tax Architects LLC reduced its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 7.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Financial & Tax Architects LLC Purchases 23,835 Shares of Vanguard Russell 2000 ETF $VTWO
Financial & Tax Architects LLC boosted its position in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 56.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Financial & Tax Architects LLC Invests $6.66 Million in Ecolab Inc. $ECL
Financial & Tax Architects LLC purchased a new stake in Ecolab Inc. (NYSE:ECL – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 25,356 shares of the basic materials... More of this article »
Elwood & Goetz Wealth Advisory Group LLC Decreases Holdings in Schwab International Equity ETF $SCHF
Elwood & Goetz Wealth Advisory Group LLC reduced its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 4.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Financial & Tax Architects LLC Raises Stock Holdings in SPDR Gold Shares $GLD
Financial & Tax Architects LLC boosted its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1,344.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Automatic Data Processing, Inc. $ADP Shares Bought by Financial & Tax Architects LLC
Financial & Tax Architects LLC raised its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 12.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Financial & Tax Architects LLC Purchases Shares of 38,508 Vanguard Real Estate ETF $VNQ
Financial & Tax Architects LLC purchased a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Financial & Tax Architects LLC Trims Stake in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL
Financial & Tax Architects LLC lessened its holdings in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 42.5% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Elwood & Goetz Wealth Advisory Group LLC Raises Holdings in Avantis U.S. Small Cap Equity ETF $AVSC
Elwood & Goetz Wealth Advisory Group LLC raised its stake in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) by 7.5% during the fourth quarter, according to the company in its most recent Form... More of this article »
iShares S&P 500 Growth ETF $IVW Shares Acquired by Financial & Tax Architects LLC
Financial & Tax Architects LLC boosted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 122.9% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Financial & Tax Architects LLC Has $2.25 Million Holdings in iShares MSCI Spain ETF $EWP
Financial & Tax Architects LLC boosted its stake in shares of iShares MSCI Spain ETF (NYSEARCA:EWP – Free Report) by 172.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Figure 8 Investment Strategies LLC Has $2.44 Million Holdings in Corning Incorporated $GLW
Figure 8 Investment Strategies LLC trimmed its holdings in shares of Corning Incorporated (NYSE:GLW – Free Report) by 21.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Financial & Tax Architects LLC Sells 23,163 Shares of Vanguard Total Bond Market ETF $BND
Financial & Tax Architects LLC lowered its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 21.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Figure 8 Investment Strategies LLC Reduces Stock Holdings in Trane Technologies plc $TT
Figure 8 Investment Strategies LLC trimmed its holdings in shares of Trane Technologies plc (NYSE:TT – Free Report) by 18.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Financial & Tax Architects LLC Takes Position in Toronto Dominion Bank (The) $TD
Financial & Tax Architects LLC acquired a new stake in Toronto Dominion Bank (The) (NYSE:TD – Free Report) (TSE:TD) in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Figure 8 Investment Strategies LLC Makes New Investment in S&P Global Inc. $SPGI
Figure 8 Investment Strategies LLC bought a new position in S&P Global Inc. (NYSE:SPGI – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 1,985 shares of the business... More of this article »
Avantis U.S. Mid Cap Equity ETF $AVMC Stake Raised by Elwood & Goetz Wealth Advisory Group LLC
Elwood & Goetz Wealth Advisory Group LLC increased its holdings in Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC – Free Report) by 14.1% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Gerber LLC Trims Stake in Pacer US Cash Cows 100 ETF $COWZ
Gerber LLC lessened its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 44.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Invesco Emerging Markets Sovereign Debt ETF $PCY Stock Position Raised by Financial & Tax Architects LLC
Financial & Tax Architects LLC increased its stake in Invesco Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY – Free Report) by 181.0% in the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Flex Ltd. $FLEX Shares Sold by Figure 8 Investment Strategies LLC
Figure 8 Investment Strategies LLC lowered its holdings in Flex Ltd. (NASDAQ:FLEX – Free Report) by 22.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,019 shares of the... More of this article »
Financial & Tax Architects LLC Has $4.74 Million Stock Position in iShares TIPS Bond ETF $TIP
Financial & Tax Architects LLC cut its stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 17.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard FTSE Developed Markets ETF $VEA is Elwood & Goetz Wealth Advisory Group LLC’s Largest Position
Elwood & Goetz Wealth Advisory Group LLC raised its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.5% during the fourth quarter, according to its most recent disclosure with... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Stock Position Increased by Finley Financial LLC
Finley Financial LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 172.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Elwood & Goetz Wealth Advisory Group LLC Takes Position in Amplify Transformational Data Sharing ETF $BLOK
Elwood & Goetz Wealth Advisory Group LLC acquired a new position in Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Figure 8 Investment Strategies LLC Has $201,000 Stock Position in Stance Sustainable Beta ETF $CHGX
Figure 8 Investment Strategies LLC lowered its position in Stance Sustainable Beta ETF (NASDAQ:CHGX – Free Report) by 72.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Figure 8 Investment Strategies LLC Invests $1 Million in Workday, Inc. $WDAY
Figure 8 Investment Strategies LLC purchased a new stake in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Financial & Tax Architects LLC Makes New $866,000 Investment in Vodafone Group PLC $VOD
Financial & Tax Architects LLC acquired a new stake in Vodafone Group PLC (NASDAQ:VOD – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired... More of this article »
Dimensional US Real Estate ETF $DFAR is Elwood & Goetz Wealth Advisory Group LLC’s 3rd Largest Position
Elwood & Goetz Wealth Advisory Group LLC lifted its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 8.1% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
iShares Ultra Short-Term Bond Active ETF $ICSH Shares Purchased by Elwood & Goetz Wealth Advisory Group LLC
Elwood & Goetz Wealth Advisory Group LLC raised its stake in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 4,355.6% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Financial & Tax Architects LLC Lowers Stock Holdings in abrdn Bloomberg All Commodity Strategy K-1 Free ETF $BCI
Financial & Tax Architects LLC lowered its stake in shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (NYSEARCA:BCI – Free Report) by 7.5% during the 4th quarter, according to its most recent filing with the... More of this article »
Financial & Tax Architects LLC Makes New Investment in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Financial & Tax Architects LLC acquired a new stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Clarius Group LLC Has $15.20 Million Stock Holdings in Alphabet Inc. $GOOGL
Clarius Group LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
BXM Wealth LLC Makes New $1.44 Million Investment in Bitwise Bitcoin ETF $BITB
BXM Wealth LLC acquired a new stake in Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Financial & Tax Architects LLC Boosts Stake in Vanguard Total Stock Market ETF $VTI
Financial & Tax Architects LLC grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 5,766.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 78,730... More of this article »
Invesco NASDAQ 100 ETF $QQQM is Gerber LLC’s 6th Largest Position
Gerber LLC increased its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 79.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Financial & Tax Architects LLC Has $8.13 Million Stock Holdings in AbbVie Inc. $ABBV
Financial & Tax Architects LLC decreased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 8.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
BXM Wealth LLC Boosts Stake in Morgan Stanley $MS
BXM Wealth LLC boosted its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 261.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
BXM Wealth LLC Invests $853,000 in iShares Russell 2000 ETF $IWM
BXM Wealth LLC purchased a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »