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April 30, 2024
Auxano Advisors LLC lifted its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 11.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,070 shares of the exchange traded fund’s stock after buying an additional 1,495 shares during the quarter. Auxano Advisors LLC’s holdings in […]
April 30, 2024
Cary Street Partners Investment Advisory LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 63.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,828 shares of the company’s stock after selling 6,731 shares during the period. Cary Street Partners […]
April 30, 2024
Pekin Hardy Strauss Inc. boosted its holdings in shares of Synovus Financial Corp. (NYSE:SNV – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 165,752 shares of the bank’s stock after buying an additional 4,900 shares […]
April 29, 2024
Mitchell Mcleod Pugh & Williams Inc. increased its position in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 10.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 15,614 shares of the company’s stock after purchasing an additional 1,487 shares during the period. Mitchell Mcleod Pugh & Williams […]
April 29, 2024
Mather Group LLC. reduced its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 9,024,237 shares of the company’s stock after selling 399,913 shares during the period. Schwab U.S. Large-Cap […]
April 29, 2024
Mather Group LLC. reduced its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.2% in the fourth quarter, HoldingsChannel reports. The firm owned 9,024,237 shares of the company’s stock after selling 399,913 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 11.7% of Mather Group LLC.’s investment […]
April 29, 2024
Birchcreek Wealth Management LLC lifted its stake in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 37.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 13,832 shares of the company’s stock after buying an additional 3,757 shares during the period. Birchcreek Wealth Management LLC’s holdings in Invesco S&P 500 Quality […]
April 29, 2024
Greatmark Investment Partners Inc. boosted its position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 12.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 53,485 shares of the insurance provider’s stock after purchasing an additional 5,779 shares during the period. Travelers Companies accounts for approximately 1.6% of Greatmark Investment […]
April 29, 2024
Choreo LLC grew its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 187.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 857,181 shares of the company’s stock after buying an additional 558,461 shares during […]
April 29, 2024
Russell Investments Group Ltd. cut its stake in BP p.l.c. (NYSE:BP – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,735,294 shares of the oil and gas exploration company’s stock after selling 54,843 shares during the quarter. Russell Investments […]