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December 20, 2023
Gleason Group Inc. raised its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 2.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 117,002 shares of the exchange traded fund’s stock after buying an […]
December 20, 2023
Kohmann Bosshard Financial Services LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 1.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,894 shares of the company’s stock after acquiring an additional 239 shares during the quarter. […]
December 20, 2023
Fifth Third Securities Inc. raised its holdings in shares of iShares J.P. Morgan USD Emerging Markets Bond ETF (NASDAQ:EMB – Free Report) by 8.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 20,804 shares of the exchange traded fund’s stock after purchasing […]
December 20, 2023
Carret Asset Management LLC lessened its stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 3.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 50,090 shares of the company’s stock after selling 1,564 shares during the quarter. Carret Asset Management LLC’s holdings in iShares Select Dividend ETF were worth $5,392,000 as […]
December 20, 2023
Fifth Third Securities Inc. lifted its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,605 shares of the company’s stock after buying an additional 1,042 shares during the period. […]
December 20, 2023
Kohmann Bosshard Financial Services LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 704,284 shares of the company’s stock after buying an additional 32,941 shares […]
December 20, 2023
RVW Wealth LLC lessened its stake in iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY – Free Report) by 9.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 31,505 shares of the company’s stock after selling 3,239 shares during the quarter. RVW Wealth LLC’s holdings in […]
December 20, 2023
Carret Asset Management LLC lessened its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 0.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 69,875 shares of the company’s stock after selling 287 shares during the period. Carret Asset Management LLC’s holdings […]
December 20, 2023
Sage Financial Group Inc. grew its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 0.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 312,462 shares of the company’s stock after purchasing an additional 517 shares during […]
December 20, 2023
Patten Group Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 40,352 shares of the company’s stock after purchasing an additional 1,589 shares during the quarter. […]