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iShares Floating Rate Bond ETF (BATS:FLOT) is Hudson Portfolio Management LLC's 3rd Largest Position

Hudson Portfolio Management LLC reduced its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 2.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,023 shares of the company’s stock after selling 1,280 shares […]
Hudson Portfolio Management Elevate Inc Exchange Commission Stonebridge Capital Advisors Pinnacle Bancorp Inc Boyd Watterson Asset Management

Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Stock Holdings Lifted by Capital Insight Partners LLC

Capital Insight Partners LLC raised its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 8.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 147,176 shares of the company’s stock after purchasing an additional 11,829 shares during the quarter. […]
City State Bank Element Wealth Rise Advisors Ellis Investment Partners Company Profile Capital Insight Partners

LPL Financial LLC Has $417.02 Million Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

LPL Financial LLC cut its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 1.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,539,554 shares of the company’s stock after selling 82,709 shares during the […]
Lpl Financial City State Bank Element Wealth High Net Worth Advisory Group Ellis Investment Partners Securities Exchange Commission

IFP Advisors Inc Grows Position in iShares Floating Rate Bond ETF (BATS:FLOT)

IFP Advisors Inc boosted its position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 31.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 430,086 shares of the company’s stock after acquiring an additional 103,279 shares during the quarter. […]
Stonebridge Capital Advisors Company Profile Boyd Watterson Asset Management Elevate Inc Advisors Inc Pinnacle Bancorp Inc

Glass Jacobson Investment Advisors llc Acquires Shares of 7,365 Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR)

Glass Jacobson Investment Advisors llc acquired a new stake in Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 7,365 shares of the company’s stock, valued at approximately $293,000. Glass Jacobson Investment […]
Element Wealth Citadel Advisors Exchange Commission Wedbush Securities Inc Glass Jacobson Investment Advisors Fidelity Dividend
Source: wkrb13.com

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Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Holdings Lifted by Smith & Howard Wealth Management LLC

Smith & Howard Wealth Management LLC boosted its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 7.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,819 shares of the company’s stock after buying an additional 1,770 shares during […]
Element Wealth Company Profile Ellis Investment Partners Rise Advisors Smith Howard Wealth Management City State Bank

233 Shares in Vanguard Value ETF (NYSEARCA:VTV) Bought by Arjuna Capital

Arjuna Capital bought a new stake in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 233 shares of the company’s stock, valued at approximately $33,000. Other large investors have also recently bought and sold shares of […]
San Diego United States Vanguard Value Index Fund Mascoma Wealth Management Exchange Commission Delos Wealth Advisors
Source: wkrb13.com

Glass Jacobson Investment Advisors llc Takes Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Glass Jacobson Investment Advisors llc acquired a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 11,481 shares of the company’s stock, valued at approximately $2,107,000. Vanguard Small-Cap ETF accounts for […]
Exchange Commission Element Wealth Griffin Asset Management Inc Investment Consultants Carnegie Capital Asset Management Glass Jacobson Investment Advisors

First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY) Shares Acquired by FSB Premier Wealth Management Inc.

FSB Premier Wealth Management Inc. increased its position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 2.8% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 84,145 shares of the company’s stock after purchasing an additional 2,290 shares during the period. First Trust […]
First Trust Rising Dividend Achievers Wealth Partners Wealth Management Inc Element Wealth Fsb Premier Wealth Management Inc Worth Asset Management
Source: wkrb13.com

Financial Architects Inc Sells 1,605 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Financial Architects Inc cut its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 6.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,945 shares of the company’s stock after selling 1,605 shares during the quarter. Financial […]
Ellis Investment Partners High Net Worth Advisory Group Financial Architects Inc Exchange Commission Rise Advisors Element Wealth

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