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May 23, 2024
Mark Sheptoff Financial Planning LLC increased its stake in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 277.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 340 shares of the exchange traded fund’s stock after acquiring […]
May 16, 2024
Apexium Financial LP lessened its position in Invesco NASDAQ Next Gen 100 ETF (NASDAQ:QQQJ – Free Report) by 48.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 69,128 shares of the company’s stock after selling 65,890 shares during the period. Apexium Financial LP’s holdings in Invesco NASDAQ Next Gen 100 ETF were worth $1,866,000 […]
April 23, 2024
Harbor Advisors LLC acquired a new position in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 20,000 shares of the exchange traded fund’s stock, valued at approximately $1,049,000. A number of […]
March 24, 2024
Etesian Wealth Advisors Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 69,157 shares of the exchange traded fund’s stock after purchasing an additional 551 shares during the quarter. iShares Core S&P Small-Cap ETF makes up […]
March 23, 2024
CX Institutional reduced its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 30.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 138,208 shares of the company’s stock after selling 60,465 shares during the quarter. CX […]
March 11, 2024
Trilogy Capital Inc. increased its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 965.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 51,863 shares of the network equipment provider’s stock after buying an additional 46,997 shares during the quarter. Trilogy Capital Inc.’s […]
March 11, 2024
Trilogy Capital Inc. trimmed its stake in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 6.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,352 shares of the company’s stock after selling 1,962 shares during the quarter. […]
March 11, 2024
Trilogy Capital Inc. lifted its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 6.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 16,619 shares of the transportation company’s stock after acquiring an additional 1,032 shares during the quarter. Trilogy Capital Inc.’s […]
March 11, 2024
Trilogy Capital Inc. boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 965.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 51,863 shares of the network equipment provider’s stock after acquiring an additional 46,997 shares […]
March 11, 2024
Trilogy Capital Inc. lowered its stake in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 9,183 shares of the company’s stock after selling 262 shares during the period. Trilogy Capital Inc.’s holdings in Vanguard […]