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May 20, 2024
Discipline Wealth Solutions LLC purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 3,684 shares of the company’s stock, valued at approximately $903,000. Vanguard Total Stock Market ETF comprises approximately 0.9% of Discipline Wealth Solutions LLC’s holdings, making the […]
May 20, 2024
CBIZ Investment Advisory Services LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 28,290 shares of the company’s stock after acquiring an additional 3,528 shares during the period. […]
May 20, 2024
Thoroughbred Financial Services LLC lifted its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 22.0% during the 4th quarter, Holdings Channel reports. The firm owned 34,014 shares of the company’s stock after acquiring an additional 6,137 shares during the period. Thoroughbred Financial Services LLC’s holdings in Mondelez International were worth $2,463,000 at the […]
May 20, 2024
Gladstone Institutional Advisory LLC grew its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,714 shares of the company’s stock after buying an additional 4,051 shares […]
May 20, 2024
Sachetta LLC purchased a new position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,851 shares of the wireless technology company’s stock, valued at approximately $846,000. A number of other institutional investors also […]
May 20, 2024
Paragon Private Wealth Management LLC grew its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 66.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 784 shares of the software company’s stock after acquiring an additional 314 shares during the […]
May 20, 2024
Thoroughbred Financial Services LLC raised its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 46,386 shares of the company’s stock after acquiring an additional 1,835 shares during the quarter. […]
May 20, 2024
D.A. Davidson & CO. cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 181,669 shares of the company’s stock after selling 5,572 shares during the […]
May 20, 2024
Corient Private Wealth LLC raised its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 34.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 440,734 shares of the software company’s stock after purchasing an additional 112,208 shares during the quarter. Corient Private Wealth LLC […]
May 20, 2024
L.M. Kohn & Company increased its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 11.4% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 18,643 shares of the company’s stock after buying an additional 1,908 shares during the quarter. L.M. Kohn & Company’s holdings in Vanguard FTSE Developed […]