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March 24, 2023
Horizon Financial Services LLC boosted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 11.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 177,202 shares of the company’s stock after acquiring an additional 18,363 shares […]
March 24, 2023
Boyd Watterson Asset Management LLC OH purchased a new position in shares of CVS Health Co. (NYSE:CVS – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,415 shares of the pharmacy operator’s stock, valued at approximately $132,000. Other hedge […]
March 23, 2023
Bond & Devick Financial Network Inc. increased its holdings in Starbucks Co. (NASDAQ:SBUX – Get Rating) by 8.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,618 shares of the coffee company’s stock after buying an additional 200 shares during […]
March 23, 2023
Bond & Devick Financial Network Inc. acquired a new stake in shares of Invesco Water Resources ETF (NASDAQ:PHO – Get Rating) in the fourth quarter, Holdings Channel reports. The firm acquired 9,248 shares of the company’s stock, valued at approximately $477,000. Other large investors have also added to or reduced their stakes in the company. […]
March 23, 2023
Bond & Devick Financial Network Inc. lessened its stake in Nordson Co. (NASDAQ:NDSN – Get Rating) by 0.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 44,868 shares of the industrial products company’s stock after selling 83 shares during the […]
March 23, 2023
Bond & Devick Financial Network Inc. bought a new stake in JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 6,388 shares of the company’s stock, valued at approximately $294,000. Several other […]
March 23, 2023
Bond & Devick Financial Network Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the 4th quarter, Holdings Channel reports. The firm purchased 3,082 shares of the company’s stock, valued at approximately $299,000. Several other institutional investors and hedge funds also recently made changes to their positions […]
March 23, 2023
Bond & Devick Financial Network Inc. trimmed its stake in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Get Rating) by 24.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,633 shares of the company’s stock after selling […]
March 23, 2023
Bond & Devick Financial Network Inc. reduced its position in Xcel Energy Inc. (NASDAQ:XEL – Get Rating) by 4.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 15,568 shares of the company’s stock after selling 696 shares during the period. Xcel Energy comprises 0.8% of Bond & […]
March 23, 2023
Bond & Devick Financial Network Inc. lessened its stake in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Get Rating) by 8.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 30,020 shares of the company’s stock after selling 2,880 shares during the quarter. […]