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Financial Management Network Inc. Purchases 841 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Financial Management Network Inc. boosted its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 53.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,420 shares of the exchange traded fund’s stock after acquiring an additional 841 shares during the period. Financial Management Network Inc.’s holdings in iShares Russell 2000 ETF […]
United States Moneta Group Investment Advisors Holdings Channel Morgan Stanley Barclays Plc Financial Management Network Inc

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Sold by Financial Management Network Inc.

Financial Management Network Inc. decreased its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 8.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,699 shares of the company’s stock after selling 1,697 shares during […]
Vanguard Dividend Appreciation Index Fund Securities Exchange Commission Financial Management Network Inc Wealth Advisors Burnsjw Co Baker Tilly Wealth Management
Source: wkrb13.com

Edwards Lifesciences Co. (NYSE:EW) Shares Sold by Financial Management Network Inc.

Financial Management Network Inc. trimmed its holdings in Edwards Lifesciences Co. (NYSE:EW – Free Report) by 5.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,806 shares of the medical research company’s stock after selling 541 shares during the period. Financial Management Network Inc.’s […]
United States Edwards Lifesciences Donalde Bobo Jr Michaela Mussallem Securities Exchange Commission Wells Fargo Company

Financial Management Network Inc. Has $9.33 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Financial Management Network Inc. cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 89,376 shares of the exchange traded fund’s stock after selling 6,249 shares […]
United States Financial Management Network Inc Industrial Alliance Investment Management Inc Index Fund Atlantic Private Wealth Securities Exchange Commission

Pacer US Cash Cows 100 ETF (BATS:COWZ) Shares Acquired by Financial Management Network Inc.

Financial Management Network Inc. increased its position in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 13.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,842 shares of the company’s stock after purchasing […]
Larson Financial Group Legacy Financial Group Financial Management Network Inc Exchange Commission Crewe Advisors Financial Management Network

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Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF) Shares Acquired by Financial Management Network Inc.

Financial Management Network Inc. increased its position in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) by 53.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 431,463 shares of the company’s stock after acquiring an additional 150,142 shares […]
United States Morgan Stanley Harbour Investments Inc Moneta Group Investment Advisors Syntegra Private Wealth Group America Corp

Financial Management Network Inc. Cuts Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Financial Management Network Inc. trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,376 shares of the exchange traded fund’s stock after selling 6,249 shares during the […]
United States Moneta Group Investment Advisors Company Profile York Mellon Corp Exchange Commission Morgan Stanley

Saba Capital Management L.P. Invests $528,000 in Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (NYSE:PFO)

Saba Capital Management L.P. purchased a new stake in shares of Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (NYSE:PFO – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 70,962 shares of the company’s stock, valued at approximately $528,000. Saba Capital […]
United States Flaherty Crumrine Preferred Income Opportunity Fund Flaherty Crumrine Preferred Income Opportunity Fund Inc Da Davidson Financial Management Network Inc Portfolio Review Corp

JPMorgan Chase & Co. (NYSE:JPM) Insider Lori A. Beer Sells 3,920 Shares

JPMorgan Chase & Co. (NYSE:JPM) insider Lori A. Beer sold 3,920 shares of the company’s stock in a transaction that occurred on Thursday, February 22nd. The shares were sold at an average price of $182.74, for a total value of $716,340.80. Following the completion of the transaction, the insider now directly owns 44,996 shares in […]
United States Consumer Community Banking Morgan Stanley Intrepid Capital Management Inc Corporate Investment Bank Goldman Sachs Group

Microsoft Co. (NASDAQ:MSFT) Stake Raised by Mandatum Life Insurance Co Ltd

Mandatum Life Insurance Co Ltd raised its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 3.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,228 shares of the software giant’s stock after acquiring an additional 917 shares during the quarter. Microsoft […]
Kathleent Hogan Piper Sandler Microsoft Corporation Securities Exchange Commission Exchange Commission Mandatum Life Insurance Co Ltd

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