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May 8, 2023
Founders Financial Securities LLC purchased a new stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 2,790 shares of the exchange traded fund’s stock, valued at approximately $240,000. Other hedge funds and […]
April 27, 2023
Brandywine Oak Private Wealth LLC lessened its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) by 34.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,533 shares of the exchange traded fund’s stock after selling 3,371 […]
April 24, 2023
Gradient Capital Advisors LLC reduced its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Get Rating) by 5.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 60,210 shares of the company’s stock after selling 3,561 shares during the period. […]
April 21, 2023
Kades & Cheifetz LLC acquired a new stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Get Rating) in the fourth quarter, Holdings Channel.com reports. The firm acquired 29,882 shares of the company’s stock, valued at approximately $576,000. A number of other institutional investors have also modified their holdings of SCHH. CWM LLC grew […]
April 21, 2023
Centurion Wealth Management LLC bought a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 2,487 shares of the exchange traded fund’s stock, valued at approximately $214,000. A number of other hedge funds […]
April 19, 2023
Evolution Advisers Inc. cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 52.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 251 shares of the financial services provider’s stock after selling 280 shares during the quarter. […]
April 19, 2023
Evolution Advisers Inc. lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 52.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 251 shares of the financial services provider’s stock after selling 280 shares during the period. Evolution Advisers Inc.’s holdings in JPMorgan Chase & Co. were […]
April 13, 2023
Evolution Advisers Inc. lessened its holdings in Visa Inc. (NYSE:V – Get Rating) by 15.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 310 shares of the credit-card processor’s stock after selling 55 shares during the quarter. Evolution Advisers Inc.’s holdings in […]
April 11, 2023
PrairieView Partners LLC lifted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 7.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 417,243 shares of the company’s stock after acquiring an additional 28,754 shares during the quarter. Vanguard […]
April 11, 2023
Kendall Capital Management bought a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 3,746 shares of the exchange traded fund’s stock, valued at approximately $323,000. A number of other institutional […]