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April 3, 2024
FAS Wealth Partners Inc. lifted its position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 12.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,502 shares of the insurance provider’s stock after acquiring an additional 1,154 […]
April 3, 2024
Regent Peak Wealth Advisors LLC grew its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 22.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 179,472 shares of the company’s stock after purchasing an additional 32,492 shares during the quarter. […]
April 3, 2024
StrategIQ Financial Group LLC boosted its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,652 shares of the company’s stock after buying an additional 300 shares […]
April 3, 2024
Dumont & Blake Investment Advisors LLC cut its stake in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 36,521 shares of the company’s stock after selling 554 shares during the period. […]
April 3, 2024
StrategIQ Financial Group LLC increased its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,652 shares of the company’s stock after buying an additional 300 shares during the […]
April 2, 2024
Ritholtz Wealth Management acquired a new position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 1,197 shares of the company’s stock, valued at approximately $289,000. Several other institutional investors have also modified […]
April 1, 2024
Zimmermann Investment Management & Planning LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,204 shares of the company’s stock after purchasing an […]
April 1, 2024
Nvest Financial LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 2,136 shares of the company’s stock, valued at approximately $248,000. Other hedge funds have also recently made changes to their positions in the company. First […]
April 1, 2024
Retirement Guys Formula LLC lessened its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 18.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 125,971 shares of the company’s stock after selling 28,515 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 5.6% of Retirement Guys Formula […]
April 1, 2024
Zimmermann Investment Management & Planning LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.7% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,204 shares of the company’s stock after buying an additional 1,081 shares during the […]