Page 3 - Essential Planning News Today

Roger Wittlin Investment Advisory LLC grew its stake in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 12.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,967 shares of the exchange traded fund’s stock after buying an additional 7,126 shares during the […]

Edgemoor Investment Advisors Inc. lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 44.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,079 shares of the company’s stock after selling 853 shares during the […]

J.W. Cole Advisors Inc. boosted its holdings in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 443.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,158 shares of the exchange traded fund’s stock after purchasing an additional 15,633 […]

Blue Chip Partners LLC increased its holdings in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 0.5% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 79,283 shares of the exchange traded fund’s stock after purchasing an additional 383 shares during the period. Blue Chip […]

Essential Planning LLC. purchased a new stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Get Rating) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 135,863 shares of the company’s stock, valued at approximately $2,733,000. Dimensional Emerging Core Equity Market ETF accounts for […]

Essential Planning LLC. purchased a new stake in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 2,883 shares of the company’s stock, valued at approximately $224,000. A number of other hedge funds also recently bought and sold shares of the company. GoalVest Advisory […]

Essential Planning LLC. bought a new stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,480 shares of the home improvement retailer’s stock, valued at approximately $654,000. Lowe’s Companies […]

Essential Planning LLC. acquired a new position in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 2,883 shares of the company’s stock, valued at approximately $224,000. Other institutional investors have also recently added to or […]

Essential Planning LLC. purchased a new position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 29,666 shares of the company’s stock, valued at approximately $2,173,000. Vanguard Short-Term Corporate Bond ETF comprises […]

Wealth readers to, sovereignty limiting treaties and massive intervention, essential planning. thats all it is. >> tucker: all the scientists have noted, obviously, that if youre worried about carbon, you probably should plant more trees. but that might be a practical step we could take. there is zero interest, i can see, for many of these people, in doing that. by the way, make the country prettier. but they have no interest in that, why? >> arnold schwarzenegger, governor of california, climat...