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December 19, 2023
Fifth Third Securities Inc. trimmed its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 18.8% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 79,691 shares of the exchange traded fund’s stock after selling 18,459 shares during the […]
December 19, 2023
Fifth Third Securities Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 159,961 shares of the company’s stock after buying an additional 17,190 shares during the period. iShares Core U.S. Aggregate […]
December 19, 2023
Fifth Third Securities Inc. raised its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 6.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 59,783 shares of the exchange traded fund’s stock after acquiring an additional 3,588 […]
December 15, 2023
WBH Advisory Inc. reduced its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 9.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 226,294 shares of the company’s stock after selling 24,766 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 2.0% of WBH Advisory Inc.’s […]
December 13, 2023
Segment Wealth Management LLC raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 1.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,537 shares of the company’s stock after acquiring an additional 154 shares during the quarter. […]
December 10, 2023
Broadview Financial Management LLC reduced its stake in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB – Free Report) by 1.2% in the second quarter, HoldingsChannel reports. The firm owned 12,848 shares of the company’s stock after selling 150 shares during the period. iShares Short-Term National Muni Bond ETF makes up approximately 1.1% of […]
November 13, 2023
Spotlight Asset Group Inc. lowered its position in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB – Free Report) by 35.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,401 shares of the company’s stock after selling 1,899 shares during the period. Spotlight […]
November 10, 2023
Sequoia Financial Advisors LLC lessened its stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 0.6% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 239,691 shares of the company’s stock after selling 1,333 shares during the quarter. Sequoia […]
November 7, 2023
FAS Wealth Partners Inc. lessened its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 14.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 118,031 shares of the company’s stock after selling 19,555 shares during the quarter. Schwab U.S. Large-Cap Growth […]
November 5, 2023
Dopkins Wealth Management LLC cut its holdings in shares of Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE – Free Report) by 1.8% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 27,858 shares of the company’s stock after selling 497 shares during the quarter. Goldman Sachs ActiveBeta International Equity ETF comprises 0.8% of Dopkins […]