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SteelPeak Wealth LLC Reduces Stock Holdings in iShares Floating Rate Bond ETF (BATS:FLOT)

SteelPeak Wealth LLC reduced its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 60.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,092 shares of the company’s stock after selling 7,893 shares during the period. SteelPeak Wealth LLC’s holdings […]

Compass Ion Advisors LLC Has $307,000 Stake in Vanguard Mega Cap ETF (NYSEARCA:MGC)

Compass Ion Advisors LLC increased its stake in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 3.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,812 shares of the company’s stock after buying an additional 63 shares […]

Total Clarity Wealth Management Inc Has $2 01 Million Stock Position in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)

Total Clarity Wealth Management Inc. lifted its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 62.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 30,201 shares of the company’s stock after buying an additional 11,606 shares during the quarter. Total Clarity Wealth Management Inc.’s holdings in Vanguard International […]

Total Clarity Wealth Management Inc Increases Stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)

Total Clarity Wealth Management Inc. boosted its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 62.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,201 shares of the company’s stock after purchasing an additional 11,606 shares during the […]

Capital Advantage Inc Has $1 62 Million Holdings in Exxon Mobil Co (NYSE:XOM)

Capital Advantage Inc. decreased its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 7.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 16,168 shares of the oil and gas company’s stock after selling 1,243 shares during the period. Exxon Mobil comprises about 0.3% of Capital Advantage Inc.’s portfolio, making the stock […]

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