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iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by Arcus Capital Partners LLC

Arcus Capital Partners LLC lowered its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 4.6% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 44,793 shares of the exchange traded fund’s stock after selling 2,148 shares during the quarter. iShares […]
United States Round Rock Advisors Ellenbecker Investment Group Pacifica Partners Inc Company Profile Arcus Capital Partners

Bond & Devick Financial Network Inc. Has $740,000 Holdings in The Coca-Cola Company (NYSE:KO)

Bond & Devick Financial Network Inc. lessened its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 1.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,225 shares of the company’s stock after selling 220 shares during […]
United States James Quincey Henrique Braun Hibernia Wealth Partners Jpmorgan Chase Co Kb Financial Partners

Bond & Devick Financial Network Inc. Has $6.57 Million Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Bond & Devick Financial Network Inc. increased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 34,759 shares of the company’s stock after buying an additional 497 shares […]
Beacon Financial Planning Inc Securities Exchange Commission Newport Capital Group Bond Devick Financial Network Inc Fortitude Advisory Group Devick Financial Network

Bond & Devick Financial Network Inc. Invests $388,000 in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Bond & Devick Financial Network Inc. acquired a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 1,825 shares of the company’s stock, valued at approximately $388,000. Several other large […]
United States New York Bond Devick Financial Network Inc Worth Asset Management First Western Trust Bank Aj Wealth Strategies

Sara Bay Financial Has $228,000 Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

Sara Bay Financial raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 15.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,208 shares of the company’s stock after buying an additional 162 shares during the quarter. Sara Bay Financial’s […]
Company Profile Exchange Commission Financial Services Bond Devick Financial Network Inc Sara Bay Financial Vanguard Small Cap
Source: wkrb13.com

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Global Retirement Partners LLC Lowers Stock Position in Vanguard Total Bond Market ETF (NASDAQ:BND)

Global Retirement Partners LLC cut its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 0.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 289,092 shares of the company’s stock after selling 880 shares during the period. Vanguard Total […]
Stordahl Capital Management Inc Avidian Wealth Solutions Global Retirement Partners Granite Bay Wealth Management Landmark Financial Advisors Bond Devick Financial Network Inc
Source: wkrb13.com

Optimum Investment Advisors Acquires 5,000 Shares of Novo Nordisk A/S (NYSE:NVO)

Optimum Investment Advisors grew its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 91.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,472 shares of the company’s stock after acquiring an additional 5,000 shares during the […]
Novo Nordisk Exchange Commission Bond Devick Financial Network Inc Global Retirement Partners Venture Visionary Partners Cantor Fitzgerald

iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV) Shares Sold by Bond & Devick Financial Network Inc.

Bond & Devick Financial Network Inc. cut its stake in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Free Report) by 36.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 5,386 shares of the company’s stock after selling 3,131 shares […]
W Cole Advisors Inc Company Profile Advisor Group Jw Cole Advisors Inc Ausdal Financial Partners Inc Toronto Dominion Bank

Bond & Devick Financial Network Inc. Purchases 3,728 Shares of JPMorgan Diversified Return Emerging Markets Equity ETF (NYSEARCA:JPEM)

Bond & Devick Financial Network Inc. grew its position in JPMorgan Diversified Return Emerging Markets Equity ETF (NYSEARCA:JPEM – Free Report) by 55.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,494 shares of the company’s stock after acquiring an additional 3,728 […]
Exchange Commission Ci Private Wealth Bond Devick Financial Network Inc Company Profile Crumly Associates Inc Cerity Partners

Bond & Devick Financial Network Inc. Buys 991 Shares of SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX)

Bond & Devick Financial Network Inc. increased its holdings in SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX – Free Report) by 13.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,621 shares of the company’s stock after buying an additional 991 […]
Company Profile Bailard Inc Securities Exchange Commission Stonehearth Capital Management First Republic Investment Management Inc Envestnet Asset Management Inc

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