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July 31, 2023
Boston Standard Wealth Management LLC boosted its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 2.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 924,198 shares of the company’s stock after acquiring an additional […]
July 31, 2023
Envestnet Asset Management Inc. trimmed its position in Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 89.4% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 15,423 shares of the company’s stock after selling 130,226 shares during the period. Envestnet Asset Management Inc.’s holdings in Invesco […]
July 30, 2023
Wharton Business Group LLC increased its holdings in shares of Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 11.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 847,513 shares of the company’s stock after acquiring an additional 84,156 shares during the […]
July 30, 2023
One Charles Private Wealth Services LLC lessened its position in shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 34.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,910 shares of the company’s stock after selling 14,392 shares during the period. […]
July 30, 2023
Wharton Business Group LLC increased its position in shares of Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 11.0% in the first quarter, Holdings Channel.com reports. The firm owned 847,513 shares of the company’s stock after purchasing an additional 84,156 shares during the quarter. Invesco KBW Bank ETF comprises approximately 2.1% of Wharton Business […]
July 30, 2023
Denver Wealth Management Inc. reduced its stake in shares of iShares U.S. Consumer Staples ETF (NYSEARCA:IYK – Free Report) by 59.9% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,764 shares of the company’s stock after selling 2,632 shares during the […]
July 30, 2023
Capital Wealth Planning LLC bought a new stake in VanEck Oil Services ETF (NYSEARCA:OIH – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,155 shares of the company’s stock, valued at approximately $1,151,000. Capital Wealth Planning […]
July 30, 2023
CIC Wealth LLC cut its holdings in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) by 10.4% during the first quarter, HoldingsChannel.com reports. The fund owned 1,806 shares of the company’s stock after selling 209 shares during the period. CIC Wealth LLC’s holdings in iShares U.S. Healthcare ETF were worth $493,000 at the […]
July 29, 2023
Corrado Advisors LLC grew its stake in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) by 2.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,255 shares of the company’s stock after purchasing an additional 167 shares […]
July 29, 2023
Hyman Charles D trimmed its holdings in iShares MSCI Australia ETF (NYSEARCA:EWA – Free Report) by 3.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,071 shares of the exchange traded fund’s stock after selling 2,475 shares during the period. Hyman Charles […]