Page 2 - Facet Wealth News Today

Pekin Hardy Strauss Inc. lessened its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 8.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,835 shares of the company’s stock after selling 650 shares during the quarter. […]

Tuesday, February 27, 2024 | 2:00 PM ET

Building wealth should never feel impossible. Here are 9 easy steps that anyone can take to build wealth now.

Lincoln National Corp boosted its position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 6.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 18,317 shares of the company’s stock after buying an additional 1,177 shares during the quarter. […]

RKL Wealth Management LLC lifted its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 0.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 244,870 shares of the company’s stock after buying an additional 1,635 […]

Facet Wealth Inc. boosted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 6.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 862 shares of the home improvement retailer’s stock after acquiring an additional 51 shares […]

Nisa Investment Advisors LLC boosted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 47.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 663,285 shares of the company’s stock after buying an additional 212,270 shares during the quarter. Nisa Investment […]

King Wealth lowered its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 117,221 shares of the exchange traded fund’s stock after selling 35 shares during the quarter. Invesco QQQ comprises 8.8% of King Wealth’s […]

OVERSEA CHINESE BANKING Corp Ltd lessened its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.9% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 148,665 shares of the exchange traded fund’s stock after selling 4,489 shares during the […]

Citizens Financial Group Inc. RI lifted its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 11.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,817 shares of the exchange traded fund’s stock after purchasing an additional 889 […]