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September 24, 2023
Strategic Wealth Investment Group LLC grew its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 3.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 82,764 shares of the exchange traded fund’s stock after acquiring an […]
July 28, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors lifted its stake in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 100.0% in the first quarter, Holdings Channel reports. The firm owned 8,879 shares of the company’s stock after buying an additional 4,439 shares during the period. Centered Wealth LLC dba Miller […]
July 28, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors grew its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 81.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 100,362 shares of the company’s stock […]
July 28, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors increased its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 0.9% in the first quarter, HoldingsChannel.com reports. The firm owned 31,705 shares of the company’s stock after acquiring an additional 295 shares during the quarter. Vanguard Communication Services ETF accounts for 1.7% of Centered […]
July 28, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors boosted its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 13.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,048 shares of the company’s stock after buying an additional […]
July 28, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors raised its holdings in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 7.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 47,580 shares of the company’s stock after purchasing an additional 3,375 […]
July 28, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors increased its stake in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 100.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,879 shares of the company’s stock after […]
July 28, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors increased its position in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 0.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,705 shares of the company’s stock after […]
May 8, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,677 shares of the financial services provider’s stock after purchasing an additional […]
April 30, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors lifted its stake in shares of The Williams Companies, Inc. (NYSE:WMB – Get Rating) by 3.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 44,500 shares of the pipeline company’s stock after buying an additional 1,400 […]