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May 18, 2023
Financial Management Network Inc. lessened its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 1.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 7,317 shares of the exchange traded fund’s stock after selling 144 shares during the period. Financial Management Network Inc.’s holdings […]
May 18, 2023
Financial Management Network Inc. decreased its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 14.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,584 shares of the exchange traded fund’s stock after selling 2,030 shares during […]
May 18, 2023
Acorn Wealth Advisors LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 23,398 shares of the company’s stock, valued at approximately $1,275,000. JPMorgan Equity Premium […]
May 18, 2023
Financial Management Network Inc. lifted its position in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 0.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,708 shares of the exchange traded fund’s stock after acquiring an additional 43 […]
May 18, 2023
Financial Management Network Inc. increased its holdings in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 1.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,460 shares of the information services provider’s stock after acquiring an additional 200 shares during the […]
May 18, 2023
Financial Management Network Inc. increased its stake in VanEck Durable High Dividend ETF (BATS:DURA – Get Rating) by 6.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 228,535 shares of the company’s stock after purchasing an additional 13,905 shares during the quarter. […]
May 18, 2023
Financial Management Network Inc. cut its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 80.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,530 shares of the company’s stock after selling 6,457 shares during the period. Financial Management […]
May 18, 2023
Vanguard Personalized Indexing Management LLC raised its position in shares of Visa Inc. (NYSE:V – Get Rating) by 13.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,643 shares of the credit-card processor’s stock after purchasing an […]
May 18, 2023
Financial Management Network Inc. boosted its holdings in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 32.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,509 shares of the cell phone carrier’s stock after buying an additional 1,847 shares during the quarter. Financial […]
May 18, 2023
Acorn Wealth Advisors LLC decreased its position in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 21.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,804 shares of the exchange traded fund’s stock after selling 501 shares during the period. Acorn […]