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Insight Advisors LLC PA Purchases 1,064 Shares of Starbucks Co. (NASDAQ:SBUX)

Insight Advisors LLC PA grew its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 28.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,837 shares of the coffee company’s stock after buying an additional 1,064 shares during the period. Insight […]
United States Rachel Ruggeri Starbucks Corporation Investment Advisors Starbucks Co Morgan Stanley

Avantax Advisory Services Inc. Has $587,000 Position in Invesco Variable Rate Preferred ETF (NYSEARCA:VRP)

Avantax Advisory Services Inc. boosted its position in Invesco Variable Rate Preferred ETF (NYSEARCA:VRP – Free Report) by 9.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,497 shares of the company’s stock after purchasing an additional 2,235 shares […]
Advisor Group Holdings Inc Advisory Alpha Securities Exchange Commission Company Profile Jpmorgan Chase Co Avantax Advisory Services Inc

Advisory Alpha LLC Has $425,000 Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Advisory Alpha LLC lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 18.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,262 shares of the financial services provider’s stock after purchasing an additional 501 shares during the period. Advisory Alpha […]
United States Peter Scher Daniele Pinto Exchange Commission Pricet Rowe Associates Inc Geode Capital Management

Guardian Wealth Advisors LLC Makes New $3.19 Million Investment in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Guardian Wealth Advisors LLC purchased a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 8,471 shares of the company’s stock, valued at approximately $3,186,000. Vanguard S&P 500 ETF accounts for approximately […]
United States Exchange Traded Fund Advisory Alpha Exchange Commission United Capital Financial Advisers Howland Capital Management
Source: wkrb13.com

Lcnb Corp Sells 175 Shares of Starbucks Co. (NASDAQ:SBUX)

Lcnb Corp reduced its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 1.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,009 shares of the coffee company’s stock after selling 175 shares during the quarter. Lcnb Corp’s holdings in Starbucks were […]
United States Rachel Ruggeri Starbucks Corporation Channel Development Lcnb Corp Jpmorgan Chase Co

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iShares Gold Trust (NYSEARCA:IAU) Stake Boosted by TPB Wealth Advisors

TPB Wealth Advisors raised its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 76.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 267,968 shares of the exchange traded fund’s stock after buying an additional 115,798 shares during the quarter. […]
Telos Capital Management Inc Exchange Commission Gold Trust Trading Down Wealth Consulting Inc Gold Trust Daily Advisory Alpha

Vicus Capital Grows Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Vicus Capital grew its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 2.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 127,073 shares of the company’s stock after purchasing an additional 2,506 shares during the period. […]
United States Security Financial Services Company Profile Advisory Alpha Securities Exchange Commission Leo Brokerage

Financial Planning & Information Services Inc. Acquires Shares of 47,406 Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Financial Planning & Information Services Inc. acquired a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 47,406 shares of the company’s stock, valued at approximately $3,638,000. Vanguard Intermediate-Term […]
Lincoln National Corp Sageview Advisory Group Easterly Investment Partners Securities Exchange Commission Advisory Alpha Financial Planning Information Services Inc
Source: wkrb13.com

Advisory Alpha LLC Increases Stake in Visa Inc. (NYSE:V)

Advisory Alpha LLC grew its stake in Visa Inc. (NYSE:V – Free Report) by 4.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,963 shares of the credit-card processor’s stock after purchasing an additional 135 shares during the period. Advisory […]
Vasantm Prabhu Ridgewood Investments Financial Group James Investment Advisors Exchange Commission V Royal Bank

SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Shares Purchased by Security Financial Services INC.

Security Financial Services INC. increased its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 19.6% in the 1st quarter, Holdings Channel reports. The firm owned 310,946 shares of the company’s stock after purchasing an additional 51,038 shares during the period. SPDR Portfolio Developed World ex-US ETF accounts for approximately 3.0% […]
United States Leo Brokerage Holdings Channel Security Financial Services Key Financial Inc Company Profile

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