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SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Shares Sold by Financial Planning & Information Services Inc.

Financial Planning & Information Services Inc. decreased its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 5.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 82,554 shares of the company’s stock after selling 4,888 shares during the quarter. Financial […]
United States Security Financial Services Advisory Alpha Key Financial Inc Leo Brokerage Financial Planning Information Services Inc

Victory Capital Management Inc. Purchases 745,948 Shares of Pfizer Inc. (NYSE:PFE)

Victory Capital Management Inc. grew its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 16.6% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,231,396 shares of the biopharmaceutical company’s stock after acquiring an additional 745,948 shares during the period. Victory Capital Management Inc.’s […]
United States Scott Gottlieb Victory Capital Management Inc Advisory Alpha Pfizer Inc Dover Advisors

Friedenthal Financial Has $307,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Friedenthal Financial decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 93.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,077 shares of the company’s stock after selling 43,120 shares during the […]
Exencial Wealth Advisors Advisory Alpha Waldron Private Wealth Securities Exchange Commission Company Profile Victory Capital Management Inc

Vanguard Value ETF (NYSEARCA:VTV) Shares Bought by Pallas Capital Advisors LLC

Pallas Capital Advisors LLC increased its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,089 shares of the company’s stock after acquiring an additional 190 shares during the quarter. Pallas Capital Advisors LLC’s […]
United States Securities Exchange Commission Lincoln National Corp Sumitomo Mitsui Ds Asset Management Company Ltd Vanguard Value Index Fund Pallas Capital Advisors
Source: wkrb13.com

Advisory Alpha LLC Sells 972 Shares of SPDR ICE Preferred Securities ETF (NYSEARCA:PSK)

Advisory Alpha LLC cut its holdings in shares of SPDR ICE Preferred Securities ETF (NYSEARCA:PSK – Free Report) by 10.4% during the first quarter, Holdings Channel reports. The fund owned 8,376 shares of the company’s stock after selling 972 shares during the quarter. Advisory Alpha LLC’s holdings in SPDR ICE Preferred Securities ETF were worth […]
Advisory Alpha Worth Asset Management Wells Fargo Exchange Commission Holdings Channel Synovus Financial Corp
Source: wkrb13.com

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Exencial Wealth Advisors LLC Acquires 1,910 Shares of Raytheon Technologies Co. (NYSE:RTX)

Exencial Wealth Advisors LLC boosted its holdings in shares of Raytheon Technologies Co. (NYSE:RTX – Free Report) by 1.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 196,659 shares of the company’s stock after purchasing an additional 1,910 shares during […]
Robertw Baird Exencial Wealth Advisors Securities Exchange Commission Jefferies Financial Group Raytheon Technologies Co Collins Aerospace
Source: wkrb13.com

Jacobsen Capital Management Acquires Shares of 1,692 Meta Platforms, Inc. (NASDAQ:META)

Jacobsen Capital Management acquired a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 1,692 shares of the social networking company’s stock, valued at approximately $359,000. Other hedge funds have […]
Nicholas Clegg Jennifer Newstead Pallas Capital Advisors Securities Exchange Commission Deutsche Bank Aktiengesellschaft Meta Platforms Inc

Archer Aviation Inc. (NYSE:ACHR) Sees Large Increase in Short Interest

Archer Aviation Inc. (NYSE:ACHR – Get Free Report) saw a large growth in short interest in the month of June. As of June 30th, there was short interest totalling 14,570,000 shares, a growth of 11.2% from the June 15th total of 13,100,000 shares. Approximately 13.0% of the company’s stock are sold short. Based on an […]
United States Brett Adcock Thomas Paul Muniz Advisory Alpha Ae Wealth Management Archer Aviation Inc
Source: wkrb13.com

Advisory Alpha LLC Increases Stake in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Advisory Alpha LLC raised its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 118.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,592 shares of the company’s stock after buying an additional 2,487 shares during […]
United States Birchcreek Wealth Management Sierra Capital Shepherd Financial Partners Lincoln National Corp Advisory Alpha

Advisory Alpha LLC Boosts Stock Holdings in Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD)

Advisory Alpha LLC grew its position in shares of Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD – Free Report) by 6.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,829 shares of the company’s stock after acquiring an additional 685 shares […]
Exchange Commission Truewealth Advisors Envestnet Asset Management Inc Advisory Alpha Mascoma Wealth Management Dividend Low Volatility

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