📰 Flagship Private Wealth News
Flagship Private Wealth News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Flagship Private Wealth. Real-time updates on events, politics, business and more.
April 30, 2024
Cozad Asset Management Inc. lessened its holdings in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 74,519 shares of the company’s stock after selling 495 shares during the quarter. Vanguard Mega Cap ETF comprises […]
April 28, 2024
Total Investment Management Inc. purchased a new stake in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 826 shares of the company’s stock, valued at approximately $214,000. Other hedge […]
April 8, 2024
MA Private Wealth lowered its position in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 5.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 25,729 shares of the company’s stock after selling 1,612 shares during the quarter. MA Private Wealth’s holdings […]
March 31, 2024
Woodmont Investment Counsel LLC lowered its position in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,335 shares of the company’s stock after selling 514 shares during […]
March 27, 2024
Flagship Private Wealth LLC cut its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,779 shares of the exchange traded fund’s stock after selling 187 shares during […]
March 27, 2024
Fiduciary Alliance LLC grew its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 33.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,123 shares of the company’s stock after buying an additional 1,803 shares during the quarter. […]
March 26, 2024
Acorn Financial Advisory Services Inc. ADV lessened its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 73.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 547 shares of the exchange traded fund’s stock after selling […]
March 26, 2024
Fiduciary Alliance LLC reduced its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 22.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 5,976 shares of the company’s stock after selling 1,686 shares during the quarter. Fiduciary Alliance LLC’s holdings in iShares MSCI USA ESG Select ETF were worth […]
March 26, 2024
Fiduciary Alliance LLC trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 22.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,976 shares of the company’s stock after selling 1,686 shares during the period. […]
March 26, 2024
Fiduciary Alliance LLC trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 22.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,976 shares of the company’s stock after selling 1,686 shares during the period. […]