📰 Firstpurpose Wealth News
Page 19 - Firstpurpose Wealth News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Firstpurpose Wealth. Real-time updates on events, politics, business and more.
August 3, 2023
CFS Investment Advisory Services LLC increased its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 14.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,354 shares of the company’s stock after buying an additional 2,031 shares during […]
August 3, 2023
Briaud Financial Planning Inc bought a new stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,686 shares of the exchange traded fund’s stock, valued at […]
August 2, 2023
Fund Evaluation Group LLC cut its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 15.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,303 shares of the exchange traded fund’s stock after selling 782 shares during […]
August 2, 2023
Wealthcare Advisory Partners LLC raised its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 6.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,272 shares of the company’s stock after acquiring […]
August 2, 2023
Cidel Asset Management Inc. trimmed its position in CVS Health Co. (NYSE:CVS – Free Report) by 98.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,430 shares of the pharmacy operator’s stock after selling 299,341 shares during the quarter. Cidel Asset Management Inc.’s […]
August 2, 2023
Juncture Wealth Strategies LLC lowered its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 8.8% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 25,065 shares of the company’s stock after selling 2,424 shares during the period. SPDR S&P […]
August 1, 2023
AGF Management Ltd. decreased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 24.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 2,163 shares of the Internet television network’s stock after selling 688 shares during the period. AGF Management Ltd.’s holdings in Netflix […]
August 1, 2023
Municipal Employees Retirement System of Michigan lessened its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 9.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,116,636 shares of the exchange traded fund’s stock after selling 113,949 […]
July 31, 2023
FirstPurpose Wealth LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,709 shares of the financial services provider’s stock after acquiring an additional 171 shares during the quarter. FirstPurpose […]
July 30, 2023
Pariax LLC lessened its stake in shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 26.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,290 shares of the company’s stock after selling 4,848 shares during the period. Vanguard Consumer […]