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RFG Advisory LLC Trims Holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

RFG Advisory LLC cut its stake in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 7.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 136,933 shares of the company’s stock after selling 11,041 shares during the quarter. RFG Advisory LLC’s […]
Rfg Advisory Worth Asset Management Flow Traders Securities Exchange Commission Atria Wealth Solutions Inc Shares Treasury Floating Rate Bond

iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG) Stock Holdings Lessened by Pinnacle Bancorp Inc.

Pinnacle Bancorp Inc. trimmed its stake in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 22.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,935 shares of the company’s stock after selling 1,142 shares during the quarter. Pinnacle Bancorp […]
Jpmorgan Chase Co United Services Automobile Association National Association Flow Traders Exchange Commission Pinnacle Bancorp Inc
Source: wkrb13.com

Strategic Blueprint LLC Raises Stock Position in Avantis Core Municipal Fixed Income ETF (NYSEARCA:AVMU)

Strategic Blueprint LLC grew its holdings in shares of Avantis Core Municipal Fixed Income ETF (NYSEARCA:AVMU – Free Report) by 1.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,653 shares of the company’s stock after purchasing an additional 529 shares […]
United States Strategic Blueprint Exchange Commission Flow Traders Avantis Core Municipal Fixed Income Free Report

iShares Gold Trust Micro (NYSEARCA:IAUM) Hits New 12-Month High at $23.56

Shares of iShares Gold Trust Micro (NYSEARCA:IAUM – Get Free Report) reached a new 52-week high during trading on Tuesday . The company traded as high as $23.56 and last traded at $23.50, with a volume of 223769 shares traded. The stock had previously closed at $23.34. iShares Gold Trust Micro Price Performance The stock’s […]
Gold Trust Micro Daily Gold Trust Micro Ae Wealth Management Gold Trust Micro Price Performance Susquehanna International Group Gold Trust

Bridgeworth LLC Has $1.80 Million Position in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Bridgeworth LLC lowered its stake in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 74.5% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 61,968 shares of the company’s stock after selling 181,431 shares during the period. Bridgeworth LLC’s holdings in SPDR Portfolio […]
Newedge Advisors Flow Traders Nelson Van Denburg Campbell Wealth Management Group Short Term Treasury Free Report Investment Advisers

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B.O.S.S. Retirement Advisors LLC Has $2.32 Million Stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

B.O.S.S. Retirement Advisors LLC boosted its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 13.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,719 shares of the company’s stock after purchasing an additional 8,410 shares […]
Brown Brothers Harriman Co Exchange Commission Oss Retirement Advisors Advisor Group B Oss Retirement Advisors Flow Traders

Keener Financial Planning LLC Purchases Shares of 2,278 BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC)

Keener Financial Planning LLC purchased a new stake in BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 2,278 shares of the company’s stock, valued at approximately $206,000. Several other […]
Envestnet Asset Management Inc Fort Point Capital Partners Exchange Commission Atria Wealth Solutions Inc Keener Financial Planning Flow Traders

Keener Financial Planning LLC Buys New Stake in BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC)

Keener Financial Planning LLC purchased a new position in shares of BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,278 shares of the company’s stock, valued at approximately $206,000. […]
Zhang Financial Keener Financial Planning Wealth Concepts Wealthbridge Capital Management Flow Traders Exchange Commission

Stone Point Wealth LLC Reduces Stock Holdings in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF)

Stone Point Wealth LLC lessened its stake in shares of Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF – Free Report) by 1.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,478 shares of the company’s stock after selling 369 shares during the […]
Blackrock Inc Charles Schwab Stone Point Wealth Laurel Wealth Advisors Inc Flow Traders Equitable Holdings Inc
Source: wkrb13.com

Dopkins Wealth Management LLC Sells 3,175 Shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Dopkins Wealth Management LLC trimmed its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 17.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,518 shares of the company’s stock after selling 3,175 shares during […]
Dopkins Wealth Management Exchange Commission Hightower Advisors Flow Traders Brown Brothers Harriman Co Advisor Group

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