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February 6, 2024
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. […]
February 6, 2024
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 […]
February 6, 2024
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 […]
February 6, 2024
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 […]
February 6, 2024
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. […]
February 6, 2024
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 […]
February 6, 2024
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 […]
February 6, 2024
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 […]
February 6, 2024
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. […]
February 6, 2024
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 […]