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74,982 Shares in iShares Core Total USD Bond Market ETF $IUSB Bought by Cassilly Financial Group LLC
Cassilly Financial Group LLC purchased a new stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Columbus Macro LLC Cuts Stake in VanEck Gold Miners ETF $GDX
Columbus Macro LLC cut its stake in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 33.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Columbus Macro LLC Cuts Holdings in Vanguard Total International Stock ETF $VXUS
Columbus Macro LLC decreased its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 84.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Cassilly Financial Group LLC Makes New Investment in Vanguard 0-3 Month Treasury Bill ETF $VBIL
Cassilly Financial Group LLC acquired a new stake in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Cassilly Financial Group LLC Takes Position in iShares MSCI Intl Value Factor ETF $IVLU
Cassilly Financial Group LLC acquired a new position in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
ALM First Financial Advisors LLC Invests $2.02 Million in iShares Core S&P 500 ETF $IVV
ALM First Financial Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
157,980 Shares in iShares Core MSCI EAFE ETF $IEFA Acquired by Cassilly Financial Group LLC
Cassilly Financial Group LLC bought 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 disclosure with the Securities & Exchange Commission.... More of this article »
Cassilly Financial Group LLC Buys Shares of 23,224 Vanguard Growth ETF $VUG
Cassilly Financial Group LLC purchased a new position in shares of Vanguard Growth ETF (NYSEARCA:VUG – 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 »
Columbus Macro LLC Invests $764,000 in iShares 10-20 Year Treasury Bond ETF $TLH
Columbus Macro LLC bought a new stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Cassilly Financial Group LLC Buys New Shares in Invesco S&P 500 Momentum ETF $SPMO
Cassilly Financial Group LLC purchased a new stake in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Euro Pacific Asset Management LLC Has $76.06 Million Stock Position in Barrick Mining Corporation $B
Euro Pacific Asset Management LLC lowered its position in shares of Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 19.5% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
CMH Wealth Management LLC Acquires Shares of 6,882 Meta Platforms, Inc. $META
CMH Wealth Management LLC acquired a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
4,771 Shares in iShares National Muni Bond ETF $MUB Purchased by Cassilly Financial Group LLC
Cassilly Financial Group LLC purchased a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm purchased... More of this article »
Cassilly Financial Group LLC Buys New Position in iShares MSCI USA Quality Factor ETF $QUAL
Cassilly Financial Group LLC bought a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 6,789 shares of the company’s... More of this article »
Cassilly Financial Group LLC Invests $3.45 Million in Vanguard Small-Cap ETF $VB
Cassilly Financial Group LLC purchased a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Cassilly Financial Group LLC Purchases New Stake in Schwab U.S. Mid-Cap ETF $SCHM
Cassilly Financial Group LLC acquired a new position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
6,455 Shares in iShares Core S&P 500 ETF $IVV Acquired by Cassilly Financial Group LLC
Cassilly Financial Group LLC bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – 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 »
Cassilly Financial Group LLC Makes New $694,000 Investment in Fidelity Emerging Markets Multifactor ETF $FDEM
Cassilly Financial Group LLC acquired a new stake in Fidelity Emerging Markets Multifactor ETF (BATS:FDEM – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Cassilly Financial Group LLC Acquires Shares of 8,367 iShares Convertible Bond ETF $ICVT
Cassilly Financial Group LLC bought a new stake in iShares Convertible Bond ETF (BATS:ICVT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 8,367... More of this article »
26,653 Shares in iShares MBS ETF $MBB Bought by Cassilly Financial Group LLC
Cassilly Financial Group LLC purchased a new stake in iShares MBS ETF (NASDAQ:MBB – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Cassilly Financial Group LLC Invests $853,000 in iShares U.S. Small Cap Equity Factor ETF $SMLF
Cassilly Financial Group LLC bought a new stake in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 11,387 shares... More of this article »
58,864 Shares in Fidelity Enhanced Mid Cap ETF $FMDE Purchased by Cassilly Financial Group LLC
Cassilly Financial Group LLC purchased a new position in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Geremia Financial Services LLC Makes New $9.97 Million Investment in Meta Platforms, Inc. $META
Geremia Financial Services LLC acquired a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – 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 »
Cassilly Financial Group LLC Takes Position in iShares S&P 500 Value ETF $IVE
Cassilly Financial Group LLC bought a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Allspring Global Investments Holdings LLC Lowers Stock Position in TKO Group Holdings, Inc. $TKO
Allspring Global Investments Holdings LLC lessened its position in shares of TKO Group Holdings, Inc. (NYSE:TKO – Free Report) by 7.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Boston Common Asset Management LLC Has $11.16 Million Holdings in Unilever PLC $UL
Boston Common Asset Management LLC lessened its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 18.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
First Solar, Inc. $FSLR Stake Lowered by Boston Common Asset Management LLC
Boston Common Asset Management LLC trimmed its stake in shares of First Solar, Inc. (NASDAQ:FSLR – Free Report) by 9.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Boston Common Asset Management LLC Sells 4,017 Shares of SAP SE $SAP
Boston Common Asset Management LLC cut its position in SAP SE (NYSE:SAP – Free Report) by 8.2% 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 »
Ralph Lauren Corporation $RL Stake Cut by Boston Common Asset Management LLC
Boston Common Asset Management LLC cut its holdings in shares of Ralph Lauren Corporation (NYSE:RL – Free Report) by 10.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Boston Common Asset Management LLC Reduces Position in Roche Holding AG $RHHBY
Boston Common Asset Management LLC reduced its stake in Roche Holding AG (OTCMKTS:RHHBY – Free Report) by 7.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Boston Common Asset Management LLC Has $9.41 Million Stock Holdings in Mitsubishi UFJ Financial Group, Inc. $MUFG
Boston Common Asset Management LLC reduced its holdings in shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 83.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Boston Common Asset Management LLC Raises Holdings in Lowe’s Companies, Inc. $LOW
Boston Common Asset Management LLC increased its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 18.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Boston Common Asset Management LLC Increases Stock Holdings in Astrazeneca Plc $AZN
Boston Common Asset Management LLC lifted its position in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 21.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
NVIDIA Corporation $NVDA Stock Position Trimmed by Eastover Investment Advisors LLC
Eastover Investment Advisors LLC cut its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Dakota Wealth Management Sells 6,450 Shares of Alphabet Inc. $GOOG
Dakota Wealth Management decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Alphabet Inc. $GOOG Holdings Trimmed by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
JPMorgan Chase & Co. $JPM is Dakota Wealth Management’s 9th Largest Position
Dakota Wealth Management grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
2,388 Shares in Assurant, Inc. $AIZ Bought by Dakota Wealth Management
Dakota Wealth Management acquired a new stake in Assurant, Inc. (NYSE:AIZ – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,388... More of this article »
Geremia Financial Services LLC Purchases Shares of 4,451 JPMorgan Chase & Co. $JPM
Geremia Financial Services LLC purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Fort Washington Investment Advisors Inc. OH Grows Stock Holdings in JPMorgan Chase & Co. $JPM
Fort Washington Investment Advisors Inc. OH lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Corbyn Investment Management Inc. MD Sells 5,132 Shares of Alphabet Inc. $GOOG
Corbyn Investment Management Inc. MD lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 11.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Capital Investment Advisors LLC Raises Holdings in JPMorgan Chase & Co. $JPM
Capital Investment Advisors LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Fjell Capital LLC Raises Holdings in NVIDIA Corporation $NVDA
Fjell Capital LLC boosted its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 45.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Allspring Global Investments Holdings LLC Reduces Stock Position in Quanta Services, Inc. $PWR
Allspring Global Investments Holdings LLC lessened its holdings in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 7.6% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Aptiv PLC $APTV Shares Bought by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC grew its holdings in shares of Aptiv PLC (NYSE:APTV – Free Report) by 2.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,915,906... More of this article »
Allspring Global Investments Holdings LLC Has $534.59 Million Stock Position in American Electric Power Company, Inc. $AEP
Allspring Global Investments Holdings LLC trimmed its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 1.4% in the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
9,389 Shares in Solstice Advanced Mat $SOLS Bought by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC bought a new position in shares of Solstice Advanced Mat (NASDAQ:SOLS – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Vanguard S&P 500 ETF $VOO is First City Capital Management Inc.’s 3rd Largest Position
First City Capital Management Inc. lifted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »