Cassady Schiller Wealth Management LLC reduced its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 1.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,244 shares of the company’s stock after selling 150 shares during the […]
Greenspring Advisors LLC boosted its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 37.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,623 shares of the company’s stock after purchasing an additional 1,522 shares during the period. Greenspring Advisors LLC’s holdings […]
Bleakley Financial Group LLC lowered its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 2.0% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 659,498 shares of the company’s stock after selling 13,152 shares during […]
Bleakley Financial Group LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 9.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 82,103 shares of the entertainment giant’s stock after acquiring an additional 7,126 shares […]
Crewe Advisors LLC increased its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 30.5% during the 1st quarter, HoldingsChannel reports. The fund owned 942 shares of the company’s stock after acquiring an additional 220 shares during the quarter. Crewe Advisors LLC’s holdings in PepsiCo were worth $172,000 as of its most recent SEC filing. […]
Bleakley Financial Group LLC increased its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,664 shares of the retailer’s stock after buying an additional 1,201 shares during the period. Bleakley […]
Greenspring Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 301,356 shares of the company’s stock after acquiring an additional […]
Greenspring Advisors LLC raised its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 80.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,863 shares of the company’s stock after buying an additional 11,104 shares during the […]
Greenspring Advisors LLC grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,113 shares of the company’s stock after purchasing an additional 133 shares during the quarter. Greenspring Advisors LLC’s […]
Greenspring Advisors LLC raised its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 1.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,286 shares of the exchange traded fund’s stock after purchasing an additional 564 […]