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Institute for Wealth Management LLC. Purchases 630 Shares of Vail Resorts, Inc. (NYSE:MTN)

BTS Asset Management Inc. bought a new position in iShares Mortgage Real Estate ETF (BATS:REM – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 11,414 shares of the company’s stock, valued at approximately $279,000. A number of other institutional investors also […]
Exchange Commission Sumitomo Mitsui Financial Group Inc Global Retirement Partners Element Wealth Bts Asset Management Inc Shares Mortgage Real Estate

James J. Burns & Company LLC Boosts Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

James J. Burns & Company LLC increased its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 23.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 15,217 shares of the company’s stock after purchasing an additional 2,927 shares during the period. Vanguard Small-Cap ETF accounts for […]
Jamesj Burns Company Carnegie Capital Asset Management Griffin Asset Management Inc Element Wealth Company Profile Investment Consultants

Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Holdings Raised by Peregrine Asset Advisers Inc.

Peregrine Asset Advisers Inc. lifted its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 6.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,468 shares of the company’s stock after purchasing an additional 209 shares […]
Hexagon Capital Partners Ellis Investment Partners Element Wealth Peregrine Asset Advisers Inc High Net Worth Advisory Group Securities Exchange Commission

Von Berge Wealth Management Group LLC Has $8.16 Million Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Von Berge Wealth Management Group LLC increased its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 3.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,815 shares of the company’s stock after purchasing an additional […]
Griffin Asset Management Inc Element Wealth Investment Consultants Carnegie Capital Asset Management Exchange Commission Von Berge Wealth Management Group
Source: wkrb13.com

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Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Sold by Wall Street Access Asset Management LLC

Wall Street Access Asset Management LLC lessened its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 21.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,229 shares of the company’s stock after selling 905 shares during the quarter. Wall Street Access Asset Management LLC’s holdings in Vanguard Short-Term Bond ETF […]
Holdings Channel Rise Advisors Hexagon Capital Partners Company Profile Element Wealth High Net Worth Advisory Group

Hunter Associates Investment Management LLC Has $5.81 Million Holdings in iShares Floating Rate Bond ETF (BATS:FLOT)

Hunter Associates Investment Management LLC increased its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 28.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 115,589 shares of the company’s stock after buying an additional 25,682 shares […]
United Kingdom General United Kingdom Elevate Inc Exchange Commission Boyd Watterson Asset Management Hunter Associates Investment Management

Cypress Capital LLC Sells 499 Shares of iShares Floating Rate Bond ETF (BATS:FLOT)

Cypress Capital LLC lowered its stake in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 3.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 15,854 shares of the company’s stock after selling 499 shares during the […]
Element Wealth Elevate Inc Stonebridge Capital Advisors Boyd Watterson Asset Management Pinnacle Bancorp Inc Cypress Capital

Hudson Valley Investment Advisors Inc. ADV Acquires 7,089 Shares of iShares Floating Rate Bond ETF (BATS:FLOT)

Hudson Valley Investment Advisors Inc. ADV lifted its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 139,992 shares of the company’s stock after purchasing […]
United States Boyd Watterson Asset Management Hudson Valley Investment Advisors Inc Elevate Inc Pinnacle Bancorp Inc American National Bank

Oakwell Private Wealth Management LLC Cuts Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Oakwell Private Wealth Management LLC trimmed its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 73,328 shares of the company’s stock after selling 2,272 shares during the quarter. […]
Element Wealth High Net Worth Advisory Group Hexagon Capital Partners Rise Advisors Oakwell Private Wealth Management Ellis Investment Partners

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