Page 3 - Appleton Group News Today

Appleton Group LLC grew its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,017 shares of the exchange traded fund’s stock after buying an additional 163 shares during the quarter. iShares […]

Appleton Group LLC bought a new stake in The Southern Company (NYSE:SO – Free Report) in the first quarter, HoldingsChannel reports. The firm bought 4,117 shares of the utilities provider’s stock, valued at approximately $286,000. Southern accounts for 0.6% of Appleton Group LLC’s investment portfolio, making the stock its 25th biggest position. A number of […]

Beta Wealth Group Inc. lifted its stake in The Southern Company (NYSE:SO – Free Report) by 6.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,100 shares of the utilities provider’s stock after buying an additional 300 shares during the period. […]

Illinois Tool Works Inc. (NYSE:ITW – Get Free Report) saw a large growth in short interest in July. As of July 15th, there was short interest totalling 6,630,000 shares, a growth of 5.6% from the June 30th total of 6,280,000 shares. Currently, 2.2% of the shares of the stock are short sold. Based on an […]

Juncture Wealth Strategies LLC lowered its stake in ProShares UltraShort Russell2000 (NYSEARCA:TWM – Free Report) by 4.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 379,832 shares of the company’s stock after selling 18,319 shares during the quarter. ProShares UltraShort Russell2000 accounts […]

ProShares UltraShort Russell2000 (NYSEARCA:TWM – Get Rating)’s stock price rose 0.6% on Tuesday . The company traded as high as $16.70 and last traded at $16.43. Approximately 2,301,736 shares traded hands during mid-day trading, an increase of 15% from the average daily volume of 1,998,836 shares. The stock had previously closed at $16.34. ProShares UltraShort […]

Opal Wealth Advisors LLC raised its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 0.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 168,928 shares of the company’s stock after purchasing an additional 357 shares during the […]

Montag A & Associates Inc. increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 5,957.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 4,604 shares of the company’s stock after buying an additional 4,528 shares during the quarter. Montag A & Associates Inc.’s holdings in Schwab US Large-Cap ETF […]

Montag A & Associates Inc. lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 102.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,924 shares of the company’s stock after purchasing an additional 974 shares during the […]

Appleton Group LLC purchased a new position in Pfizer Inc. (NYSE:PFE – Get Rating) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 6,653 shares of the biopharmaceutical company’s stock, valued at approximately $341,000. Pfizer makes up 0.5% of Appleton Group LLC’s portfolio, making the […]