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1900 Wealth Management LLC Purchases 6,820 Shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

1900 Wealth Management LLC increased its position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 98.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 13,771 shares of the company’s stock after acquiring an additional 6,820 shares during the period. 1900 […]
York Mellon Corp Exchange Commission First Command Advisory Services Inc Wealth Management Corient Private Wealth International Assets Investment Management
Source: wkrb13.com

California Public Employees Retirement System Raises Stock Holdings in The Travelers Companies, Inc. (NYSE:TRV)

California Public Employees Retirement System lifted its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 18.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 936,058 shares of the insurance provider’s stock after purchasing an additional 144,566 […]
United States Raymond James Daniels Frey Williamh Heyman Exchange Commission Royal Bank

New York State Common Retirement Fund Sells 251,631 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)

New York State Common Retirement Fund decreased its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 10.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,108,805 shares of the company’s stock after selling 251,631 […]
United States New York Stifel Nicolaus Orion Capital Management Quarter For Mondelez International Mondelez International Announces Dividend

Masso Torrence Wealth Management Inc. Raises Holdings in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

Masso Torrence Wealth Management Inc. boosted its stake in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 41.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 54,872 shares of the company’s stock after acquiring an additional 16,186 shares during the period. Masso Torrence Wealth Management Inc.’s holdings in […]
Invesco Bulletshares Sigma Planning Corp Masso Torrence Wealth Management Inc First Command Advisory Services Inc Carmel Capital Partners Holdings Channel

Parkside Financial Bank & Trust Raises Stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Parkside Financial Bank & Trust increased its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 94.3% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,560 shares of the company’s stock after buying an additional 1,728 shares during the quarter. Parkside Financial Bank & […]
United States Breakwater Capital Group First Command Advisory Services Inc Allspring Global Investments Holdings Parkside Financial Bank Company Profile
Source: wkrb13.com

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39,593 Shares in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU) Bought by Masso Torrence Wealth Management Inc.

Masso Torrence Wealth Management Inc. bought a new position in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 39,593 shares of the company’s stock, valued at […]
Invesco Bulletshares Masso Torrence Wealth Management Inc Stratos Wealth Partners Exchange Commission First Command Advisory Services Inc Avantax Advisory Services Inc

Masso Torrence Wealth Management Inc. Purchases New Shares in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU)

Masso Torrence Wealth Management Inc. purchased a new stake in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 39,593 shares of the company’s stock, valued at approximately $659,000. Other hedge funds also recently made changes to their positions in the […]
Invesco Bulletshares Masso Torrence Wealth Management Inc Company Profile Stratos Wealth Partners First Command Advisory Services Inc Avantax Advisory Services Inc
Source: wkrb13.com

Ellenbecker Investment Group Buys 25,082 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Ellenbecker Investment Group lifted its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 8.5% during the fourth quarter, Holdings Channel reports. The firm owned 319,857 shares of the company’s stock after purchasing an additional 25,082 shares during the quarter. Vanguard FTSE Developed Markets ETF makes up approximately 3.5% of […]
Orion Capital Management Ellenbecker Investment Group Investment Research Advisory Group Inc Holdings Channel Versant Capital Management Inc Vanguard Developed Markets Index Fund

Ellenbecker Investment Group Raises Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Ellenbecker Investment Group raised its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 0.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 26,450 shares of the company’s stock after acquiring an additional 141 shares during the period. iShares Russell Mid-Cap ETF makes up 0.5% of Ellenbecker Investment Group’s investment portfolio, […]
United States First Command Advisory Services Inc Ellenbecker Investment Group Holdings Channel Criterion Capital Advisors Russell Midcap Index Fund
Source: wkrb13.com

Capital Investment Advisory Services LLC Has $6.69 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Capital Investment Advisory Services LLC raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 61,763 shares of the exchange traded fund’s stock after acquiring an […]
United States National Bancorp Securities Exchange Commission Company Profile Index Fund Heritage Investment Group Inc

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