Page 6 - Creativeone Wealth News Today

Seven Mile Advisory grew its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 10.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,236 shares of the enterprise software provider’s stock after buying an additional 502 shares during […]

Seven Mile Advisory grew its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 566 shares of the semiconductor manufacturer’s stock after purchasing an additional 40 shares during the […]

Certified Advisory Corp lowered its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 16.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 44,083 shares of the exchange traded fund’s stock after selling 8,770 shares during the quarter. Certified […]

Cardano Asset Management N.V. lifted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,111,647 shares of the information services provider’s stock after purchasing an additional 115,395 shares during the […]

Nemes Rush Group LLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,001 shares of the healthcare conglomerate’s stock after purchasing an additional 320 shares during […]

CreativeOne Wealth LLC lifted its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 25.2% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 8,663 shares of the company’s stock after acquiring an additional 1,744 shares during the period. CreativeOne Wealth LLC’s holdings in […]

CreativeOne Wealth LLC acquired a new stake in shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 12,039 shares of the company’s stock, valued at approximately $1,007,000. […]

CreativeOne Wealth LLC trimmed its position in FT Vest U.S. Equity Deep Buffer ETF May (BATS:DMAY – Free Report) by 58.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,807 shares of the company’s stock after selling 41,986 shares during the quarter. […]

CreativeOne Wealth LLC grew its stake in shares of Franklin FTSE China ETF (NYSEARCA:FLCH – Free Report) by 10.0% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 59,051 shares of the company’s stock after buying an additional 5,372 shares during the period. CreativeOne Wealth LLC’s holdings in […]

CreativeOne Wealth LLC increased its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 7.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 22,613 shares of the exchange traded fund’s stock after buying an additional 1,564 shares during the quarter. CreativeOne […]