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April 5, 2024
KRS Capital Management LLC lifted its position in shares of Karuna Therapeutics, Inc. (NASDAQ:KRTX – Free Report) by 23.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,364 shares of the company’s stock after buying an additional 450 shares […]
January 11, 2024
Freshworks Inc. (NASDAQ:FRSH – Get Free Report) Director Johanna Flower sold 4,800 shares of the company’s stock in a transaction dated Wednesday, January 10th. The shares were sold at an average price of $23.15, for a total transaction of $111,120.00. Following the sale, the director now owns 23,451 shares of the company’s stock, valued at […]
January 5, 2024
Cranbrook Wealth Management LLC cut its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 56,575 shares of the company’s stock after selling 732 shares during the quarter. Vanguard Value ETF […]
January 5, 2024
Catalyst Private Wealth LLC reduced its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.2% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,547 shares of the social networking company’s stock after selling 201 shares during the quarter. Meta Platforms accounts […]
January 4, 2024
Gradient Capital Advisors LLC trimmed its holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 3.9% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 11,226 shares of the company’s stock after selling 461 shares during the quarter. Gradient Capital Advisors LLC’s holdings […]
January 4, 2024
Gradient Capital Advisors LLC grew its holdings in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 0.8% in the 3rd quarter, Holdings Channel reports. The fund owned 64,352 shares of the company’s stock after purchasing an additional 531 shares during the quarter. Gradient Capital Advisors LLC’s holdings in Dimensional Emerging Core Equity […]
January 4, 2024
Peak Financial Management Inc. lessened its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 15.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 26,669 shares of the company’s stock after selling 4,889 shares during the period. Peak Financial Management Inc.’s holdings in Vanguard FTSE Developed Markets ETF were […]
January 4, 2024
Leading Edge Financial Planning LLC lessened its stake in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 15.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 13,904 shares of the company’s stock after selling 2,487 shares during the quarter. Leading Edge Financial Planning LLC’s holdings in Schwab U.S. TIPS ETF were worth […]
January 4, 2024
Bay Harbor Wealth Management LLC grew its holdings in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 16.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 35,216 shares of the company’s stock after buying an additional 4,982 shares […]
January 3, 2024
Catalyst Private Wealth LLC cut its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 21.1% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 88,781 shares of the company’s stock after selling 23,722 shares during the period. Dimensional US Core Equity Market ETF comprises 1.6% of Catalyst […]