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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 […]
Capital Advantage Inc Exchange Commission Schwab Charitable Fund Breakwater Capital Group Farmers Merchants Trust Co Steelpeak Wealth

Schwab Charitable Fund Has $3.35 Million Stake in Vanguard Growth ETF (NYSEARCA:VUG)

Schwab Charitable Fund grew its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 90.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,789 shares of the company’s stock after acquiring an additional 5,125 shares during the […]
United States Investment Consulting Inc Company Profile Vanguard Growth Index Fund Hibernia Wealth Partners Orion Capital Management
Source: wkrb13.com

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