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Forum Financial Management LP Makes New Investment in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Forum Financial Management LP bought a new position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,359 shares of the company’s stock, valued at approximately $210,000. Other institutional investors and […]
United States Forum Financial Management Gradient Investments Allen Capital Group Stairway Partners Exchange Commission

Main Street Financial Solutions LLC Sells 2,031 Shares of VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL)

Main Street Financial Solutions LLC decreased its position in VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Free Report) by 12.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,912 shares of the company’s stock after selling […]
Janney Montgomery Scott Patriot Financial Group Insurance Agency Third Securities Inc Financial Solutions Exchange Commission Destiny Wealth Partners

Blume Capital Management Inc. Has $10.81 Million Stock Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Blume Capital Management Inc. boosted its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 58.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 224,642 shares of the company’s stock after buying an additional 83,017 shares during […]
United States Third Securities Inc Securities Exchange Commission Stairway Partners Gradient Investments Chicago Partners Investment Group

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (NYSEARCA:XSOE) Sees Strong Trading Volume

Shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (NYSEARCA:XSOE – Get Free Report) saw unusually-strong trading volume on Tuesday . Approximately 339,613 shares were traded during mid-day trading, a decline of 26% from the previous session’s volume of 458,088 shares.The stock last traded at $27.54 and had previously closed at $27.41. WisdomTree Emerging Markets ex-State-Owned […]
Third Securities Inc First Financial Corp Enterprises Fund Trading Exchange Capital Management Inc Enterprises Fund Company Profile Enterprises Fund Daily

iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB) Holdings Raised by Hudson Valley Investment Advisors Inc. ADV

Hudson Valley Investment Advisors Inc. ADV grew its position in iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB – Free Report) by 74.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,700 shares of the company’s stock after acquiring an additional 2,000 shares during […]
Term National Muni Bond Third Securities Inc Hudson Valley Investment Advisors Inc Rye Brook Capital Exchange Commission First Horizon Advisors Inc

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Marquette Asset Management LLC Has $79.27 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Marquette Asset Management LLC reduced its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,090,081 shares of the company’s stock after selling 32,977 shares during the period. Schwab U.S. Large-Cap Growth […]
Dow Jones Bartlett Co Marquette Asset Management Us Capital Wealth Advisors Wealth Management Exchange Commission

Pinnacle Wealth Management Advisory Group LLC Increases Stock Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Pinnacle Wealth Management Advisory Group LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 1.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 48,791 shares of the company’s stock after purchasing an additional 570 shares during the period. Pinnacle Wealth Management Advisory […]
Third Securities Inc Windsor Group Pinnacle Wealth Management Advisory Group Stairway Partners Stone Point Wealth Allen Capital Group
Source: wkrb13.com

Everett Harris & Co. CA Raises Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Everett Harris & Co. CA raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 33.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,000 shares of the company’s stock after purchasing an additional 1,010 […]
Dow Jones Exchange Commission Wealth Management Us Capital Wealth Advisors Salem Investment Counselors Inc Third Securities Inc

Brand Asset Management Group Inc. Boosts Stock Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Brand Asset Management Group Inc. lifted its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 8.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,021 shares of the company’s stock after purchasing an additional 488 shares during the quarter. […]
Hightower Advisors Stairway Partners Allen Capital Group Third Securities Inc Stone Point Wealth Brand Asset Management Group Inc
Source: wkrb13.com

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