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February 4, 2024
First Command Advisory Services Inc. increased its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 23,677.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,140 shares of the company’s stock after buying an additional 2,131 shares […]
September 30, 2023
Clarity Financial LLC increased its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 3,490.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 664,317 shares of the company’s stock after purchasing an additional 645,814 shares during the period. […]
September 29, 2023
Clientfirst Wealth Management LLC lifted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 12.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,034 shares of the company’s stock after buying an additional 2,602 shares during the period. […]
August 14, 2023
About the author: Edward P. Mahaffy is president and senior portfolio manager of ClientFirst Wealth Management, a registered investment adviser located in…
August 14, 2023
What sounds better than 5% yields on CDs? Take a look at tax-free municipal bonds, writes Edward P. Mahaffy.