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April 29, 2024
Navis Wealth Advisors LLC lessened its holdings in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 12.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 53,840 shares of the company’s stock after selling 7,368 shares during the period. PGIM Ultra Short Bond ETF […]
April 25, 2024
Meritage Portfolio Management increased its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 29.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 52,490 shares of the company’s stock after purchasing an additional 11,988 shares during the period. […]
April 4, 2024
AFS Financial Group LLC trimmed its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 52.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,226 shares of the company’s stock after selling 2,427 shares during the period. AFS Financial Group LLC’s […]
April 2, 2024
Hofer & Associates. Inc raised its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,878 shares of the company’s stock after purchasing an additional 265 shares during the period. Vanguard Dividend […]
April 2, 2024
Princeton Global Asset Management LLC lessened its stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 3.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 8,129 shares of the company’s stock after selling 305 shares during the quarter. Princeton Global Asset Management LLC’s […]
April 1, 2024
Crane Advisory LLC reduced its stake in shares of Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 98.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,835 shares of the company’s stock after selling 621,207 shares during the quarter. […]
April 1, 2024
Landmark Wealth Management LLC raised its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,578 shares of the company’s stock after purchasing an additional 86 shares during the period. Vanguard Dividend […]
April 1, 2024
Crane Advisory LLC boosted its position in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 165,978 shares of the company’s stock after purchasing an additional […]
April 1, 2024
Prio Wealth Limited Partnership raised its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 4.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 64,928 shares of the company’s stock after buying an additional 2,722 shares during the quarter. […]
April 1, 2024
Crane Advisory LLC increased its stake in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 57.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 2,987,191 shares of the company’s stock after purchasing an additional 1,091,357 shares during the quarter. iShares U.S. Treasury Bond ETF makes up approximately 15.3% of Crane Advisory […]