Page 10 - Evolution Advisers News Today

Mayflower Financial Advisors LLC lifted its holdings in Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) by 10.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 29,584 shares of the exchange traded fund’s stock after buying an additional 2,737 shares during […]

Steel Peak Wealth Management LLC acquired a new stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 43,450 shares of the exchange traded fund’s stock, valued at approximately $3,745,000. […]

Curbstone Financial Management Corp purchased a new position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 4,730 shares of the exchange traded fund’s stock, valued at approximately $408,000. A number of other […]

Sweet Financial Partners LLC reduced its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) by 2.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,681 shares of the exchange traded fund’s stock after selling 649 […]

Abacus Planning Group Inc. increased its holdings in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) by 39.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,302 shares of the exchange traded fund’s stock after acquiring an […]

Evolution Advisers Inc. lifted its position in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 1,900.0% in the third quarter, Holdings Channel reports. The institutional investor owned 460 shares of the information services provider’s stock after acquiring an additional 437 shares during the quarter. Evolution Advisers Inc.’s holdings in Alphabet were worth $44,000 at […]

Employees Retirement System of Texas lifted its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.1% during the 2nd quarter, HoldingsChannel reports. The fund owned 1,117,683 shares of the software giant’s stock after acquiring an additional 1,137 shares during the quarter. Microsoft accounts for approximately 4.1% of Employees Retirement System of Texas’ holdings, making […]

Assetmark Inc. decreased its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 95.7% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 566 shares of the company’s stock after selling 12,603 shares during the quarter. Assetmark Inc.’s holdings in Schwab U.S. […]

Evolution Advisers Inc. boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1,780.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 940 shares of the e-commerce giant’s stock after purchasing an additional 890 shares during the quarter. Evolution Advisers […]

Dupont Capital Management Corp reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 6.1% in the 2nd quarter, Holdings Channel.com reports. The fund owned 36,038 shares of the healthcare conglomerate’s stock after selling 2,358 shares during the quarter. UnitedHealth Group comprises about 0.9% of Dupont Capital Management Corp’s holdings, making the stock […]