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Prospera Financial Services Inc Has $26.97 Million Stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY)

Prospera Financial Services Inc lifted its stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 13.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 614,099 shares of the company’s stock after acquiring an additional 72,837 shares during the […]
Securities Exchange Commission Asset Dedication Quarter For First Trust Rising Dividend Achievers Worth Asset Management First Trust Rising Dividend Achievers Vitalstone Financial
Source: wkrb13.com

Sierra Capital LLC Has $5.08 Million Stock Position in iShares Floating Rate Bond ETF (BATS:FLOT)

Sierra Capital LLC raised its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 2.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 100,832 shares of the company’s stock after acquiring an additional 2,452 shares during the quarter. iShares […]
Pinnacle Bancorp Inc Element Wealth Company Profile Stonebridge Capital Advisors Exchange Commission Elevate Inc
Source: wkrb13.com

IAG Wealth Partners LLC Invests $78,000 in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

IAG Wealth Partners LLC acquired a new position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) during the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 1,040 shares of the company’s stock, valued at approximately $78,000. Other hedge funds also recently made changes to their positions in the company. Rise Advisors LLC acquired […]
Company Profile Element Wealth Ellis Investment Partners Riverpoint Wealth Management Holdings Rise Advisors Iag Wealth Partners

Sierra Capital LLC Has $2.94 Million Stock Holdings in Blackstone Inc. (NYSE:BX)

Sierra Capital LLC increased its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 2.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 100,832 shares of the company’s stock after purchasing an additional 2,452 shares during the period. […]
Elevate Inc Boyd Watterson Asset Management Sierra Capital Stonebridge Capital Advisors Exchange Commission Pinnacle Bancorp Inc

First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY) Shares Acquired by Lincoln National Corp

Lincoln National Corp raised its stake in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 24.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 98,987 shares of the company’s stock after purchasing an additional 19,288 shares during […]
Worth Asset Management Lincoln National Corp Company Profile Financial Group Wealth Partners Vitalstone Financial

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Vanguard Short-Term Bond ETF (NYSEARCA:BSV) is Lockerman Financial Group Inc.'s 8th Largest Position

Lockerman Financial Group Inc. raised its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 11.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 11,973 shares of the company’s stock after buying an additional 1,205 shares during the quarter. Vanguard Short-Term Bond ETF comprises approximately 2.6% of Lockerman Financial […]
Holdings Channel Element Wealth Riverpoint Wealth Management Holdings Country Trust Bank Lockerman Financial Group Inc Rise Advisors
Source: wkrb13.com

Theory Financial LLC Purchases Shares of 120,474 iShares Floating Rate Bond ETF (BATS:FLOT)

Theory Financial LLC purchased a new stake in iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 120,474 shares of the company’s stock, valued at approximately $6,063,000. iShares Floating Rate Bond ETF comprises 4.0% of Theory […]
Theory Financial Boyd Watterson Asset Management Exchange Commission Company Profile Element Wealth Pinnacle Bancorp Inc

223,268 Shares in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Bought by Presilium Private Wealth LLC

Presilium Private Wealth LLC purchased a new position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 223,268 shares of the company’s stock, valued at approximately $16,808,000. Vanguard Short-Term Bond ETF accounts for […]
Element Wealth Riverpoint Wealth Management Holdings Ellis Investment Partners Presilium Private Wealth Exchange Commission Rise Advisors

Journey Advisory Group LLC Lowers Stock Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Journey Advisory Group LLC reduced its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 24.0% during the 4th quarter, HoldingsChannel reports. The firm owned 2,784 shares of the company’s stock after selling 880 shares during the period. Journey Advisory Group LLC’s holdings in Vanguard Short-Term Bond ETF were worth $210,000 as of […]
Rise Advisors Journey Advisory Group Ellis Investment Partners Exchange Commission Element Wealth Country Trust Bank

Capital Advisors Ltd. LLC Has $2 Million Stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Capital Advisors Ltd. LLC grew its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 147.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,556 shares of the company’s stock after purchasing an additional 15,839 shares during the period. Capital Advisors […]
Capital Advisors Ltd Element Wealth Country Trust Bank Rise Advisors Exchange Commission Ellis Investment Partners

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