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SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) is Wrapmanager Inc.'s 4th Largest Position

Wrapmanager Inc. trimmed its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 5.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 154,282 shares of the company’s stock after selling 8,092 shares during the quarter. SPDR Portfolio S&P 500 […]
Royal Bank Orgel Wealth Management Synovus Financial Corp Exchange Commission First Command Advisory Services Inc Reframe Wealth

Mattern Wealth Management LLC Reduces Position in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Mattern Wealth Management LLC lessened its holdings in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Get Rating) by 6.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,230 shares of the company’s stock after selling 400 shares during […]
United States Reframe Wealth Exchange Commission Investment Advisory Services Growth Index Fund The Mattern Wealth Management

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Sold by Sage Mountain Advisors LLC

Sage Mountain Advisors LLC decreased its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 77.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,035 shares of the company’s stock after selling 6,883 shares […]
Gladstone Institutional Advisory Wealth Enhancement Advisory Services Exchange Commission Company Profile Reframe Wealth Sage Mountain Advisors

Gladstone Institutional Advisory LLC Reduces Holdings in The Home Depot, Inc. (NYSE:HD)

Gladstone Institutional Advisory LLC trimmed its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 43.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,770 shares of the home improvement retailer’s stock after selling 17,603 shares during the […]
Robertw Baird Bay Colony Advisory Group Inc Gladstone Institutional Advisory Reframe Wealth Credit Suisse Group Wealth Advisors

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Wealth Enhancement Advisory Services LLC Acquires 121 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)

Wealth Enhancement Advisory Services LLC boosted its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Get Rating) by 0.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,202 shares of the company’s stock after purchasing an additional 121 shares during the period. […]
Wealth Enhancement Advisory Services Janney Montgomery Scott Janney Capital Management Securities Exchange Commission Crestone Asset Management Reframe Wealth

Sage Mountain Advisors LLC Has $4.75 Million Stock Position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

Sage Mountain Advisors LLC boosted its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 40.6% in the 4th quarter, Holdings Channel reports. The firm owned 94,694 shares of the company’s stock after buying an additional 27,352 shares during the period. Vanguard FTSE All-World ex-US ETF accounts for about 1.1% […]
Hunter Associates Investment Management Mengis Capital Management Inc Sage Mountain Advisors Bluesky Wealth Advisors Reframe Wealth Holdings Channel

Gladstone Institutional Advisory LLC Reduces Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Gladstone Institutional Advisory LLC cut its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 13.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 14,557 shares of the company’s stock after selling 2,233 shares during the quarter. Gladstone Institutional Advisory LLC’s holdings in Vanguard Total Stock Market ETF […]
United States New York Vanguard Total Stock Market Index Fund Keystone Financial Services Exchange Commission Reframe Wealth

Johnson Financial Group LLC Sells 1,336,570 Shares of Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX)

Johnson Financial Group LLC decreased its holdings in Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 98.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 15,202 shares of the company’s stock after selling 1,336,570 shares during the quarter. Schwab U.S. Large-Cap ETF […]
Dow Jones Johnson Financial Group Company Profile Van Strum Towne Inc Red Tortoise Reframe Wealth

iShares National Muni Bond ETF (NYSEARCA:MUB) Stock Position Cut by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC decreased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 22.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 138,006 shares of the exchange traded fund’s stock after selling […]
United States Bay Colony Hartford Financial Management Inc Wealth Enhancement Advisory Services Reframe Wealth Sp National Municipal Bond Fund

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