Dynamic Advisor Solutions LLC increased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 121,920 shares of the exchange traded fund’s stock after buying an additional 302 shares during the period. SPDR […]
Alpha Omega Wealth Management LLC lessened its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 3.8% in the third quarter, according to its most recent filing with the SEC. The firm owned 73,709 shares of the company’s stock after selling 2,880 shares during the quarter. Schwab US Dividend Equity […]
Alera Investment Advisors LLC decreased its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 670 shares of the semiconductor manufacturer’s stock after selling 30 shares during the period. Alera Investment […]
Adviser Investments LLC grew its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.9% in the 3rd quarter, Holdings Channel reports. The fund owned 4,550,407 shares of the company’s stock after buying an additional 130,311 shares during the period. Vanguard Value ETF accounts for 13.7% of Adviser Investments LLC’s investment portfolio, […]
Northeast Financial Group Inc. boosted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 8.9% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 213,952 shares of the company’s stock after acquiring an additional 17,564 shares during the quarter. Schwab US Dividend Equity ETF makes up approximately 9.3% of Northeast […]