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July 1, 2023
Capital Advisors Inc. OK increased its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 4.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 46,539 shares of the company’s stock after acquiring an additional 1,974 shares during the quarter. Capital […]
July 1, 2023
Leeward Investments LLC MA reduced its stake in shares of Valmont Industries, Inc. (NYSE:VMI – Free Report) by 2.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 64,658 shares of the industrial products company’s stock after selling 1,673 shares during the period. Valmont Industries […]
July 1, 2023
Hengehold Capital Management LLC boosted its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 6.8% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 65,174 shares of the exchange traded fund’s stock after purchasing an additional 4,123 shares during the period. iShares National Muni Bond ETF makes up approximately […]
July 1, 2023
Gilman Hill Asset Management LLC trimmed its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 11.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 1,377 shares of the conglomerate’s stock after selling 175 shares during the quarter. Gilman Hill Asset Management LLC’s holdings in Honeywell International were worth $263,000 at […]
June 30, 2023
HF Advisory Group LLC lifted its stake in shares of Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL – Free Report) by 10.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 23,979 shares of the company’s stock after buying an additional 2,315 shares during the quarter. HF Advisory Group LLC’s holdings in Fidelity MSCI […]
June 30, 2023
StrategIQ Financial Group LLC raised its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 3.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 155,360 shares of the company’s stock after acquiring an additional 5,409 shares […]
June 29, 2023
American Financial Advisors LLC reduced its position in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 5.8% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 60,859 shares of the company’s stock after selling 3,773 shares during the quarter. American […]
June 29, 2023
Tiaa Fsb decreased its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 17.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,060,351 shares of the company’s stock after selling 224,469 shares during the quarter. Tiaa Fsb’s holdings […]
June 29, 2023
Independent Wealth Network Inc. bought a new stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,109 shares of the exchange traded fund’s stock, valued at approximately $227,000. Other institutional investors have also […]
June 29, 2023
Brookstone Capital Management boosted its position in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 9.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 516,637 shares of the company’s stock after purchasing an additional 46,142 shares during the […]