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April 4, 2024
Integrated Investment Consultants LLC bought a new position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 96,113 shares of the company’s stock, valued at approximately $5,173,000. iShares […]
April 4, 2024
WealthShield Partners LLC cut its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 14.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,322 shares of the company’s stock after selling 571 shares during the period. WealthShield Partners LLC’s […]
April 4, 2024
Estate Counselors LLC lessened its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 81.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,200 shares of the exchange traded fund’s stock after selling 5,335 shares during the period. Estate Counselors LLC’s […]
April 4, 2024
Camelot Portfolios LLC lifted its position in The Boston Beer Company, Inc. (NYSE:SAM – Free Report) by 69.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 980 shares of the company’s stock after acquiring an additional 400 shares during the quarter. Camelot Portfolios […]
April 4, 2024
Leavell Investment Management Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 90.8% during the 4th quarter, Holdings Channel reports. The firm owned 23,955 shares of the company’s stock after buying an additional 11,397 shares during the period. Leavell Investment Management Inc.’s holdings in Schwab U.S. Large-Cap […]
April 4, 2024
Hartford Investment Management Co. lowered its stake in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 0.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,971 shares of the technology company’s stock after selling 119 shares during the quarter. Hartford Investment Management […]
April 4, 2024
WealthShield Partners LLC lessened its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 14.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,322 shares of the company’s stock after selling 571 shares during the period. WealthShield Partners LLC’s holdings in […]
April 3, 2024
Buck Wealth Strategies LLC increased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,395 shares of the exchange traded fund’s stock after purchasing an additional 286 […]
April 3, 2024
Buck Wealth Strategies LLC raised its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 24,395 shares of the exchange traded fund’s stock after acquiring an additional 286 shares during the period. Buck Wealth Strategies LLC’s holdings in SPDR Gold Shares were worth […]
April 3, 2024
Cahaba Wealth Management Inc. grew its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 63,706 shares of the company’s stock after purchasing an additional 292 shares during the quarter. iShares Russell […]