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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 […]

Blackrock
Capital-advantage-inc
Exchange-commission
Schwab-charitable-fund
Breakwater-capital-group
Farmers-merchants-trust-co
Steelpeak-wealth
Shares-floating-rate-bond
Free-report
Peak-wealth
Capital-group

26,841 Shares in iShares Floating Rate Bond ETF (BATS:FLOT) Purchased by Schwab Charitable Fund

26,841 Shares in iShares Floating Rate Bond ETF (BATS:FLOT) Purchased by Schwab Charitable Fund
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Schwab-charitable-fund
Securities-exchange-commission
Pinnacle-financial-partners-inc
Blackrock
Capital-advantage-inc
Farmers-merchants-trust-co
Princeton-global-asset-management
Shares-floating-rate-bond
Free-report
Global-asset-management
Financial-partners-inc

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 […]

Capital-advantage-inc
Baker-ellis-asset-management
Exchange-commission
Compass-ion-advisors
Physician-wealth-advisors-inc
Leavell-investment-management-inc
Vanguard-mega-cap
Free-report
Ion-advisors
Investment-management
Ellis-asset-management

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 […]

South-dakota
United-states
Richardw-paul-associates
Capital-advantage-inc
Sageworth-trust-co
Clarity-wealth-management-inc
Vanguard-international-high-dividend-yield
Company-profile
Quarter-for-vanguard-international-high-dividend-yield
Gunma-bank-ltd
Total-clarity-wealth-management

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 […]

South-dakota
United-states
Capital-advantage-inc
Clarity-wealth-management-inc
Exchange-commission
Richardw-paul-associates
Sageworth-trust-co
Gunma-bank-ltd
Quarter-for-vanguard-international-high-dividend-yield
Vanguard-international-high-dividend-yield
Total-clarity-wealth-management

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