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Creative Planning Has $119.42 Million Stock Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Creative Planning trimmed its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 17.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,464,376 shares of the company’s stock after selling 315,669 shares during the quarter. Creative Planning owned about 2.46% […]
United States Belpointe Asset Management Magnus Financial Group Exchange Commission Capital Performance Advisors Stratos Wealth Partners

Lam Research (NASDAQ:LRCX) Hits New 1-Year High Following Analyst Upgrade

Lam Research Co. (NASDAQ:LRCX – Get Free Report) hit a new 52-week high during trading on Monday after Raymond James raised their price target on the stock from $950.00 to $1,060.00. Raymond James currently has an outperform rating on the stock. Lam Research traded as high as $1,008.50 and last traded at $1,004.75, with a […]
Raymond James Georgem Schisler Seshasayee Varadarajan Securities Exchange Commission Van Leeuwen Company Lam Research Dividend Announcement

Chesapeake Capital Corp IL Makes New $118,000 Investment in Bitfarms Ltd. (NASDAQ:BITF)

Chesapeake Capital Corp IL acquired a new stake in Bitfarms Ltd. (NASDAQ:BITF – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 40,529 shares of the company’s stock, valued at approximately $118,000. Other hedge funds and other institutional investors […]
United States Bitcoin Blockchain Headlands Technologies Vontobel Holding Ltd Pasadena Private Wealth Bitfarms Ltd

Boston Partners Has $919,000 Stock Position in DHT Holdings, Inc. (NYSE:DHT)

Boston Partners reduced its position in DHT Holdings, Inc. (NYSE:DHT – Free Report) by 24.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 93,674 shares of the shipping company’s stock after selling 30,835 shares during the quarter. Boston Partners’ holdings in DHT were worth $919,000 as of its most recent SEC filing. A number […]
United States Stifel Nicolaus Mcilrath Eck Jefferies Financial Group National Bank Company Profile

Great Lakes Advisors LLC Acquires 3,639 Shares of Lam Research Co. (NASDAQ:LRCX)

Great Lakes Advisors LLC raised its holdings in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 20.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,502 shares of the semiconductor company’s stock after purchasing an additional 3,639 […]
Stifel Nicolaus Georgem Schisler Abhijity Talwalkar Lam Research Stock Performance Van Leeuwen Company Securities Exchange Commission

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Invesco QQQ (NASDAQ:QQQ) Shares Purchased by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,868 shares of the exchange traded fund’s stock after acquiring an additional 591 […]
Apollon Wealth Management Ew Advisory Services Lincoln National Corp Peregrine Asset Advisers Inc Capital Performance Advisors Exchange Commission
Source: wkrb13.com

Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Purchased by Capital Performance Advisors LLP

Capital Performance Advisors LLP grew its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 18.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,332 shares of the exchange traded fund’s stock after purchasing an additional 687 shares during […]
Annis Gardner Whiting Capital Advisors Capital Performance Advisors Buck Wealth Strategies Halpern Financial Inc Capital Investment Counsel Inc Vanguard Group Inc

Capital Performance Advisors LLP Increases Stock Holdings in Lam Research Co. (NASDAQ:LRCX)

Capital Performance Advisors LLP increased its holdings in Lam Research Co. (NASDAQ:LRCX – Free Report) by 2.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 613 shares of the semiconductor company’s stock after buying an additional 13 shares during the period. Capital […]
Christina Corrreia Raymond James Seshasayee Varadarajan Lam Research Lam Research Stock Performance News Ratings For Lam Research Daily

Capital Performance Advisors LLP Decreases Stock Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Capital Performance Advisors LLP lowered its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,624,001 shares of the company’s stock after selling 3,802 shares during the […]
Capital Performance Advisors Financial Council Asset Management Inc Waterway Wealth Management Equity Management Inc Argent Trust Co Silver Oak Advisory Group Inc
Source: wkrb13.com

Capital Performance Advisors LLP Has $19.20 Million Position in Dimensional International Value ETF (NYSEARCA:DFIV)

Capital Performance Advisors LLP increased its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 0.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 558,713 shares of the company’s stock after buying an additional 3,584 shares during the period. Dimensional International Value ETF comprises […]
United States News Ratings For Dimensional International Value Blue Trust Inc Capital Performance Advisors Quarter For Dimensional International Value Orion Capital Management

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