📰 Element Wealth News
Page 5 - Element Wealth News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Element Wealth. Real-time updates on events, politics, business and more.
May 27, 2024
MMA Asset Management LLC cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 606 shares of the company’s stock after selling 36 shares during the quarter. MMA Asset Management LLC’s holdings in Vanguard S&P 500 ETF were worth $279,000 […]
May 27, 2024
Cantor Fitzgerald Investment Advisors L.P. purchased a new stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 256,796 shares of the exchange traded fund’s stock, valued at approximately $10,554,000. A number of other institutional investors […]
May 27, 2024
Beta Wealth Group Inc. acquired a new stake in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 486,350 shares of the company’s stock, valued at approximately $12,482,000. PIMCO Multi Sector Bond Active ETF accounts for about 6.5% of Beta Wealth Group Inc.’s investment […]
May 27, 2024
Beta Wealth Group Inc. acquired a new position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 486,350 shares of the company’s stock, valued at approximately $12,482,000. PIMCO Multi Sector Bond Active ETF accounts […]
May 27, 2024
Hilltop Holdings Inc. grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,678 shares of the company’s stock after buying an additional 2,186 shares […]
May 27, 2024
Evermay Wealth Management LLC lessened its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.7% during the fourth quarter, Holdings Channel reports. The fund owned 142,438 shares of the company’s stock after selling 3,925 shares during the period. Vanguard S&P 500 ETF comprises 11.5% of Evermay Wealth Management LLC’s holdings, making the […]
May 27, 2024
Peak Asset Management LLC increased its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 23,764 shares of the company’s stock after purchasing an additional 435 shares during the quarter. […]
May 27, 2024
Bernzott Capital Advisors raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,865 shares of the company’s stock after buying an additional 146 shares during the period. […]
May 26, 2024
Wilson & Boucher Capital Management LLC lifted its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,606 shares of the exchange traded fund’s stock after acquiring an […]
May 26, 2024
Resolute Advisors LLC grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 68,286 shares of the company’s stock after purchasing an additional 791 shares during the period. […]