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Element Wealth LLC Reduces Position in Visa Inc. (NYSE:V)

Element Wealth LLC trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 7.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,540 shares of the credit-card processor’s stock after selling 133 shares during the quarter. Element Wealth LLC’s […]
United States Peterm Andreski Ryan Mcinerney Visa Inc Royal Bank Element Wealth

Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Sold by Bfsg LLC

Bfsg LLC trimmed its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.7% in the fourth quarter, HoldingsChannel reports. The firm owned 16,085 shares of the company’s stock after selling 275 shares during the period. Bfsg LLC’s holdings in Schwab US Large-Cap ETF were worth $907,000 as of its most […]
Dow Jones Company Profile Financial Group Ltd Larson Financial Group Securities Exchange Commission Newsquare Capital
Source: wkrb13.com

Bfsg LLC Has $751,000 Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Bfsg LLC decreased its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 6,726 shares of the company’s stock after selling 322 shares during the period. Bfsg LLC’s holdings in Vanguard High […]
Harbor Wealth Advisors Element Wealth Madison Park Capital Advisors Vanguard High Dividend Yield Index Fund Roble Belko Company Inc Vanguard High Dividend Yield

iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Shares Sold by Element Wealth LLC

Element Wealth LLC decreased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 9.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,972 shares of the company’s stock after selling 538 shares during the quarter. Element Wealth […]
Halpern Financial Inc Authentikos Wealth Advisory Year Treasury Bond Fund Exchange Commission Element Wealth Nemes Rush Group
Source: wkrb13.com

Teva Pharmaceutical Industries Limited (NYSE:TEVA) Stock Position Lifted by Element Wealth LLC

Element Wealth LLC lifted its stake in shares of Teva Pharmaceutical Industries Limited (NYSE:TEVA – Free Report) by 394.8% during the fourth quarter, Holdings Channel reports. The firm owned 65,740 shares of the company’s stock after buying an additional 52,454 shares during the period. Element Wealth LLC’s holdings in Teva Pharmaceutical Industries were worth $686,000 […]
United States Amir Weiss Piper Sandler Richardd Francis Shore Management Inc Securities Exchange Commission

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Element Wealth LLC Sells 538 Shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Element Wealth LLC lessened its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 9.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 4,972 shares of the company’s stock after selling 538 shares during the period. Element Wealth LLC’s holdings in iShares 3-7 Year Treasury Bond ETF were worth $582,000 […]
W Cole Advisors Inc Company Profile Jw Cole Advisors Inc Year Treasury Bond Fund Element Wealth Wealth Partners

Element Wealth LLC Buys 48,591 Shares of iShares U.S. Treasury Bond ETF (BATS:GOVT)

Element Wealth LLC boosted its stake in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 157.1% in the 4th quarter, HoldingsChannel reports. The fund owned 79,515 shares of the company’s stock after buying an additional 48,591 shares during the quarter. iShares U.S. Treasury Bond ETF accounts for 1.1% of Element Wealth […]
Peavine Capital Element Wealth Financial Services Group Inc Assetmark Inc Free Report Services Group

Element Wealth LLC Purchases New Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Element Wealth LLC acquired a new stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 643 shares of the exchange traded fund’s stock, valued at approximately $26,000. A number of other large investors have also recently made changes to their positions in […]
Park Place Capital Corp International Assets Investment Management Montecito Bank Capital Management Inc Element Wealth Company Profile

Element Wealth LLC Takes Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Element Wealth LLC purchased a new stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 643 shares of the exchange traded fund’s stock, valued at approximately $26,000. Several other hedge funds have also recently bought […]
Oakworth Capital Inc Element Wealth Highmark Wealth Management Free Report Valley Asset Management Partners Mark Wealth Management

Vanguard International High Dividend Yield ETF (NASDAQ:VYMI) Shares Bought by Element Wealth LLC

Element Wealth LLC increased its holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 18.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 5,994 shares of the company’s stock after buying an additional 914 shares during the period. Element Wealth LLC’s holdings […]
Element Wealth Vanguard International High Dividend Yield Baystate Wealth Management Quarter For Vanguard International High Dividend Yield Financial Gravity Asset Management Inc Fortis Group Advisors

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