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High Note Wealth LLC Sells 330 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

High Note Wealth LLC reduced its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,949 shares of the company’s stock after selling 330 shares during the quarter. High Note Wealth LLC’s […]
United States Wealth Group Exchange Commission High Note Wealth Northwestern Mutual Wealth Management Co Morgan Stanley

Perfromance Wealth Partners LLC Purchases New Position in SPDR Gold Shares (NYSEARCA:GLD)

Perfromance Wealth Partners LLC purchased a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 2,322 shares of the exchange traded fund’s stock, valued at approximately $425,000. A number of other institutional investors have also […]
Partners Asset Management First Command Financial Services Inc Gold Trust The Dt Investment Partners Paypay Securities Corp Freedom Wealth Alliance

Vanguard Mid-Cap ETF (NYSEARCA:VO) Shares Purchased by Tsfg LLC

Tsfg LLC boosted its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,398 shares of the company’s stock after purchasing an additional 48 shares during the quarter. Vanguard Mid-Cap ETF comprises approximately […]
United States Moneta Group Investment Advisors Morgan Stanley First Command Financial Services Inc Wealth Group Quantitative Equity Group
Source: wkrb13.com

JFS Wealth Advisors LLC Sells 165 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

JFS Wealth Advisors LLC lowered its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 4.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,620 shares of the company’s stock after selling 165 shares during the period. […]
First Command Financial Services Inc Corecap Advisors Company Profile Securities Exchange Commission Cap Value Index Fund Wealth Advisors

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SPDR Gold Shares (NYSEARCA:GLD) Shares Acquired by TKG Advisors LLC

TKG Advisors LLC increased its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 4.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 23,941 shares of the exchange traded fund’s stock after purchasing an additional 930 shares during the period. […]
Freedom Wealth Alliance Dt Investment Partners First Command Financial Services Inc Exchange Commission Tkg Advisors Paypay Securities Corp

Keene & Associates Inc. Acquires 305 Shares of Zebra Technologies Co. (NASDAQ:ZBRA)

Keene & Associates Inc. lifted its holdings in shares of Zebra Technologies Co. (NASDAQ:ZBRA – Free Report) by 16.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 2,202 shares of the industrial products company’s stock after buying an additional 305 shares during the quarter. Keene & Associates Inc.’s holdings in Zebra Technologies were […]
Robertw Baird Zebra Technologies Corporation Zebra Technologies Co Ronald Blue Trust Inc Credit Suisse Group First Command Financial Services Inc
Source: wkrb13.com

Ballast Inc. Has $16.15 Million Stock Holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Ballast Inc. boosted its stake in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 1.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 341,273 shares of the company’s stock after buying an additional 5,080 shares during the quarter. Invesco S&P […]
Trilogy Capital Inc Cliftonlarsonallen Wealth Advisors International Assets Investment Management Ballast Inc First Command Advisory Services Inc First Command Financial Services Inc

Ballast Inc. Has $16.15 Million Position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Ballast Inc. grew its stake in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 1.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 341,273 shares of the company’s stock after acquiring an additional 5,080 shares during the […]
First Command Advisory Services Inc Ballast Inc Trilogy Capital Inc Cliftonlarsonallen Wealth Advisors First Command Financial Services Inc Exchange Commission
Source: wkrb13.com

Zebra Technologies Co. (NASDAQ:ZBRA) Shares Sold by Nordea Investment Management AB

Nordea Investment Management AB cut its holdings in shares of Zebra Technologies Co. (NASDAQ:ZBRA – Free Report) by 0.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 820,691 shares of the industrial products company’s stock after selling 4,129 shares during the quarter. […]
Robertw Baird Exchange Commission Ronald Blue Trust Inc Credit Suisse Group Zebra Technologies Co Ci Investments Inc

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