Prosperity Planning Inc. raised its position in shares of Realty Income Co. (NYSE:O – Free Report) by 33.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,999 shares of the real estate investment trust’s stock after buying an additional 4,000 […]
Howard Financial Services LTD. grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 16,022 shares of the exchange traded fund’s stock after purchasing an additional 282 shares during the period. Invesco QQQ […]
Asset Planning Corporation acquired a new stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 102,310 shares of the company’s stock, valued at approximately $4,269,000. Dimensional Core Fixed […]
Asset Planning Corporation lifted its position in Realty Income Co. (NYSE:O – Free Report) by 3.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,527 shares of the real estate investment trust’s stock after acquiring an additional 373 shares during […]
Asset Planning Corporation reduced its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 2.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 90,812 shares of the company’s stock after selling 2,732 shares during the period. Schwab US Dividend […]