Page 8 - Command Advisory Services News Today

Tradition Wealth Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 15.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 732,232 shares of the company’s stock after buying an additional 99,117 shares during the period. […]

Roundview Capital LLC raised its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,958 shares of the company’s stock after purchasing an additional 361 shares during the period. Roundview Capital […]

Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU – Get Free Report) saw a significant growth in short interest in May. As of May 15th, there was short interest totalling 33,800 shares, a growth of 154.1% from the April 30th total of 13,300 shares. Based on an average trading volume of 21,100 shares, the short-interest ratio […]

Catalytic Wealth RIA LLC acquired a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,489 shares of the company’s stock, valued at approximately $346,000. Other large investors have […]

WorthPointe LLC increased its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 161,785 shares of the company’s stock after acquiring an additional 3,006 shares during […]

Catalytic Wealth RIA LLC bought a new stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 4,660 shares of the company’s stock, valued at approximately $1,127,000. A number of other large […]

Lcnb Corp lowered its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 134,796 shares of the company’s stock after selling 3,421 shares during the quarter. Schwab […]

Journey Advisory Group LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,944 shares of the company’s stock after buying an additional 188 […]

Jensen Investment Management Inc. reduced its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 2.3% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,782,855 shares of the business services provider’s stock after selling 42,484 shares during the period. Broadridge Financial Solutions makes […]

Innealta Capital LLC purchased a new position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 17,784 shares of the company’s stock, valued at approximately $852,000. Other hedge funds and other […]