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August 9, 2023
Collaborative Wealth Managment Inc. boosted its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 3.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,132 shares of the company’s stock after […]
August 9, 2023
Collaborative Wealth Managment Inc. lifted its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 3.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 76,132 shares of the company’s stock after purchasing an additional 2,554 shares during […]
August 8, 2023
Truepoint Inc. grew its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 4.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 39,127 shares of the company’s stock after buying an additional 1,758 shares during the period. Truepoint Inc.’s […]
August 8, 2023
UNIVEST FINANCIAL Corp lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 28,065 shares of the exchange traded fund’s stock after selling 878 shares during the period. UNIVEST FINANCIAL Corp’s holdings […]
August 8, 2023
Wrapmanager Inc. lowered its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 5.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 44,761 shares of the company’s stock after selling 2,591 shares during the quarter. […]
August 7, 2023
TLW Wealth Management LLC cut its position in Walmart Inc. (NYSE:WMT – Free Report) by 0.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 51,021 shares of the retailer’s stock after selling 392 shares during the quarter. Walmart makes up about 5.7% of […]
August 7, 2023
Perpetual Ltd acquired a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm acquired 8,020 shares of the retailer’s stock, valued at approximately $1,183,000. Other hedge funds and other institutional investors also recently bought and sold shares of the company. Dark Forest Capital Management LP […]
August 5, 2023
Sigma Planning Corp trimmed its position in Walmart Inc. (NYSE:WMT – Free Report) by 3.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 53,840 shares of the retailer’s stock after selling 1,800 shares during the period. Sigma Planning Corp’s holdings in Walmart were worth $7,939,000 […]
August 5, 2023
Sigma Planning Corp lifted its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 173.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 124,003 shares of the company’s stock after buying an additional 78,732 shares during […]
August 5, 2023
Camden National Bank raised its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 32.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,464 shares of the technology company’s stock after acquiring an additional 605 shares during the period. […]