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iShares Core Dividend Growth ETF (NYSEARCA:DGRO) Shares Bought by Element Wealth LLC

Element Wealth LLC increased its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 4.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,543 shares of the company’s stock after buying an additional 472 shares during the period. […]
Capital Investment Advisors Goldman Sachs Group Inc Wealthfront Advisers Exchange Commission Morgan Stanley Moneta Group Investment Advisors
Source: wkrb13.com

Element Wealth LLC Grows Stake in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Element Wealth LLC grew its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 11.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,638 shares of the company’s stock after acquiring an additional 165 shares […]
My Legacy Advisors Wealth Partners Element Wealth Exchange Commission Parsons Capital Management Inc Ppsv Asset Management Consultants Inc

Element Wealth LLC Has $1.28 Million Stock Position in Chevron Co. (NYSE:CVX)

Element Wealth LLC increased its stake in Chevron Co. (NYSE:CVX – Free Report) by 3.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,599 shares of the oil and gas company’s stock after acquiring an additional 262 shares during the quarter. Chevron […]
United States Sanfordc Bernstein Chevron Co Element Wealth Securities Exchange Commission Dz Bank
Source: wkrb13.com

Element Wealth LLC Trims Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Element Wealth LLC lessened its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,079 shares of the company’s stock after selling 320 shares during […]
Dow Jones Redwood Financial Network Corp Da Davidson A Davidson Element Wealth Gamco Investors

Element Wealth LLC Grows Position in iShares Select Dividend ETF (NASDAQ:DVY)

Element Wealth LLC boosted its stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 34.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,297 shares of the company’s stock after acquiring an additional 329 shares during the period. […]
Dow Jones Element Wealth Prudential Financial Inc Citigroup Inc Exchange Commission Company Profile

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Element Wealth LLC Sells 1,529 Shares of Fidelity International High Dividend ETF (NYSEARCA:FIDI)

Element Wealth LLC decreased its stake in Fidelity International High Dividend ETF (NYSEARCA:FIDI – Free Report) by 2.3% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 65,649 shares of the company’s stock after selling 1,529 shares during the period. Fidelity International High Dividend ETF accounts for approximately 0.9% of Element Wealth LLC’s […]
News Ratings For Fidelity International High Dividend Steward Partners Investment Advisory Element Wealth Holdings Channel Royal Bank Quarter For Fidelity International High Dividend

Element Wealth LLC Buys 261 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Element Wealth LLC raised its stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 6.3% during the third quarter, HoldingsChannel.com reports. The fund owned 4,417 shares of the exchange traded fund’s stock after purchasing an additional 261 shares during the quarter. SPDR S&P MidCap 400 ETF Trust comprises approximately 1.5% of […]
United States Newbridge Financial Services Group Inc Element Wealth Authentikos Wealth Advisory Investment Advisory Services Inc Fintrust Capital Advisors

SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Purchased by Element Wealth LLC

Element Wealth LLC grew its stake in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 11.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,638 shares of the company’s stock after acquiring an additional 165 shares during the quarter. Element Wealth LLC’s holdings in SPDR S&P Dividend ETF were worth $188,000 […]
Moneta Group Investment Advisors Royal Bank Richard Bernstein Advisors Morgan Stanley Joel Isaacson Co Element Wealth

Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Acquired by Element Wealth LLC

Element Wealth LLC boosted its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 16.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,863 shares of the company’s stock after buying an additional 691 shares during the quarter. […]
United States Dow Jones Element Wealth Investment Management Inc Ironwood Wealth Management Raymond James Associates

iShares Core MSCI EAFE ETF (BATS:IEFA) is Element Wealth LLC's 7th Largest Position

Element Wealth LLC boosted its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 55,258 shares of the company’s stock after purchasing an additional 307 shares during […]
United States Laurel Wealth Advisors Inc High Net Worth Advisory Group Element Wealth Exchange Commission Prudential Financial Inc

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