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Nations Financial Group Inc. IA ADV Acquires 1,588 Shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Nations Financial Group Inc. IA ADV grew its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 6.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 26,326 shares of the exchange traded fund’s stock after acquiring an additional 1,588 shares […]
United States Capital Analysts Wealth Managment Exchange Commission Simplicity Wealth Company Profile

Simplicity Wealth LLC Acquires Shares of 21,466 Newpark Resources, Inc. (NYSE:NR)

Simplicity Wealth LLC bought a new stake in Newpark Resources, Inc. (NYSE:NR – Free Report) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 21,466 shares of the oil and gas company’s stock, valued at approximately $155,000. A number of other institutional investors and […]
United States Roth Mkm Asia Pacific Securities Exchange Commission Industrial Solutions Dorsey Wright Associates

Waldencast (NASDAQ:WALD) Price Target Cut to $6.50

Waldencast (NASDAQ:WALD – Free Report) had its price objective reduced by DA Davidson from $15.50 to $6.50 in a research note published on Tuesday morning, Benzinga reports. They currently have a buy rating on the stock. Separately, Telsey Advisory Group reissued an outperform rating and issued a $8.00 target price on shares of Waldencast in […]
Truxt Investmentos Ltda York Mellon Corp Waldencast Company Profile Telsey Advisory Group Zeno Equity Partners Bleakley Financial Group

Invesco High Yield Bond Factor ETF (NASDAQ:IHYF) Short Interest Update

Invesco High Yield Bond Factor ETF (NASDAQ:IHYF – Get Free Report) was the target of a large drop in short interest during the month of December. As of December 15th, there was short interest totalling 17,300 shares, a drop of 21.4% from the November 30th total of 22,000 shares. Based on an average daily trading […]
Commonwealth Equity Services Advisornet Financial Inc Simplicity Wealth Financial Group Company Profile Invesco High Yield Bond Factor

Meridian Financial Partners LLC Boosts Stock Holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Meridian Financial Partners LLC lifted its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 15.8% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 238,109 shares of the company’s stock after buying an additional 32,545 shares during the period. […]
Moisand Fitzgerald Tamayo Marshall Financial Group Meridian Financial Partners Simplicity Wealth Wealth Management Investment Advisors Inc
Source: wkrb13.com

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Alta Wealth Advisors LLC Cuts Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Alta Wealth Advisors LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 3.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,660 shares of the company’s stock after selling 305 shares during the […]
United States Financial Advisors Inc Securities Exchange Commission Gemmer Asset Management Company Profile Growth Index Fund The

KRS Capital Management LLC Sells 258 Shares of Target Co. (NYSE:TGT)

KRS Capital Management LLC trimmed its holdings in shares of Target Co. (NYSE:TGT – Free Report) by 9.1% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,589 shares of the retailer’s stock after selling 258 shares during the period. KRS Capital Management LLC’s holdings in […]
United States Donh Liu Matthewl Zabel Target Corporation Simplicity Solutions Telsey Advisory Group

Walkner Condon Financial Advisors LLC Raises Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Walkner Condon Financial Advisors LLC boosted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 14.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,655 shares of the company’s stock after buying an additional 1,350 shares during […]
Walkner Condon Financial Advisors Jmac Enterprises Wealth Consultants Simplicity Wealth Securities Exchange Commission Vanguard High Dividend Yield Index Fund

Simplicity Wealth LLC Acquires New Position in Vanguard Total Bond Market ETF (NASDAQ:BND)

Simplicity Wealth LLC acquired a new stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 5,084 shares of the company’s stock, valued at approximately $355,000. Other institutional investors have also […]
Tilia Fiduciary Partners Inc Simplicity Wealth Exchange Commission Steward Financial Group Milestone Investment Advisors Brown Brothers Harriman Co

Simplicity Wealth LLC Invests $504,000 in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Simplicity Wealth LLC acquired a new stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,879 shares of the company’s stock, valued at approximately $504,000. A number of other hedge funds also […]
Vanguard High Dividend Yield Index Fund Morgan Stanley Moneta Group Investment Advisors Exchange Commission Company Profile Meiji Yasuda Life Insurance Co

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