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December 28, 2023
Simplicity Wealth LLC increased its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 36.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 2,841 shares of the exchange traded fund’s stock after purchasing an additional 764 shares during the quarter. Simplicity Wealth […]
December 28, 2023
Simplicity Wealth LLC lifted its position in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 4.2% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 82,253 shares of the company’s stock after purchasing an additional 3,289 shares during the quarter. Vanguard Intermediate-Term Treasury […]
November 4, 2023
Simplicity Wealth LLC lessened its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 23.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,034 shares of the iPhone maker’s stock after selling 939 shares during the period. Simplicity Wealth LLC’s holdings in […]
November 2, 2023
Simplicity Wealth LLC lessened its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 19.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,921 shares of the software giant’s stock after selling 477 shares during the quarter. Simplicity Wealth LLC’s […]
October 20, 2023
Invesco High Yield Bond Factor ETF (NASDAQ:IHYF – Get Free Report)’s share price was down 0.4% during trading on Wednesday . The company traded as low as $20.93 and last traded at $20.95. Approximately 34,578 shares changed hands during trading, an increase of 400% from the average daily volume of 6,922 shares. The stock had […]
October 10, 2023
TimeScale Financial Inc. lowered its position in shares of Hartford Total Return Bond ETF (NYSEARCA:HTRB – Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 294,339 shares of the company’s stock after selling 5,308 shares […]
October 9, 2023
First American Trust FSB lessened its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 23.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,271 shares of the exchange traded fund’s stock after selling 398 shares […]
October 9, 2023
SWS Partners decreased its holdings in Wells Fargo & Company (NYSE:WFC – Free Report) by 0.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 67,576 shares of the financial services provider’s stock after selling 542 shares during the period. SWS […]
October 8, 2023
Simplicity Wealth LLC trimmed its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 1.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 57,633 shares of the company’s stock after selling 983 shares during the period. iShares Russell Mid-Cap Value ETF comprises […]
October 8, 2023
Simplicity Wealth LLC cut its holdings in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 2.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 257,954 shares of the company’s stock after selling 5,863 shares during the period. […]