Page 12 - Creative Planning News Today

Creative Planning lifted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 169,655 shares of the company’s stock after purchasing an additional 7,806 shares during the […]

Continuum Advisory LLC increased its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 98,178 shares of the company’s stock after acquiring an additional 4,065 shares during the period. Vanguard […]

Market participants watched Wall Street's major market averages end Friday's trading to the downside, while Treasury yields jumped.

Joseph Group Capital Management lowered its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 29,866 shares of the company’s stock after selling 962 shares during the period. Joseph Group […]

Jones Financial Companies Lllp boosted its stake in Novartis AG (NYSE:NVS – Free Report) by 1.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 41,417 shares of the company’s stock after acquiring an additional 617 shares during the period. Jones Financial Companies Lllp’s […]

Condor Capital Management lifted its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,400 shares of the company’s stock after buying an additional 817 shares during the quarter. Condor Capital […]

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

Linscomb & Williams Inc. increased its holdings in shares of Vanguard ESG International Stock ETF (BATS:VSGX – Free Report) by 7.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,207 shares of the company’s stock after acquiring an additional 479 shares during […]

An application has been made to turn 42 Broad Street in Welshpool into eight new flats.

Moreno Evelyn V lowered its stake in Novartis AG (NYSE:NVS – Free Report) by 53.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 36,718 shares of the company’s stock after selling 41,798 shares during the quarter. Novartis accounts for 1.7% of Moreno Evelyn V’s portfolio, making the […]