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December 23, 2023
Legacy Capital Wealth Partners LLC bought a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,374 shares of the exchange traded fund’s stock, valued at approximately $578,000. […]
December 22, 2023
Granite Bay Wealth Management LLC acquired a new position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) in the 3rd quarter, HoldingsChannel reports. The fund acquired 6,300 shares of the exchange traded fund’s stock, valued at approximately $645,000. Several other large investors have also modified their holdings of the company. IFP […]
December 22, 2023
Columbus Macro LLC lessened its position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 2.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,554 shares of the company’s stock after selling 373 shares during the […]
December 21, 2023
Womens Wealth Divide: Unveiling the Challenges in Building Financial ...
December 21, 2023
Independent Wealth Network Inc. boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,883 shares of the social networking company’s stock after purchasing an additional 144 […]
December 20, 2023
First National Bank Sioux Falls acquired a new stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the third quarter, Holdings Channel reports. The fund acquired 3,545 shares of the exchange traded fund’s stock, valued at approximately $608,000. Other institutional investors and hedge funds have also recently modified their holdings of the […]
December 20, 2023
RVW Wealth LLC reduced its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 3.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 20,731 shares of the company’s stock after selling 651 shares during the quarter. RVW […]
December 20, 2023
Independent Wealth Network Inc. boosted its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 15.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,222 shares of the electric vehicle producer’s stock after acquiring an additional 165 shares during the period. Independent Wealth Network […]
December 20, 2023
Independent Wealth Network Inc. reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 15.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 15,828 shares of the network equipment provider’s stock after selling 2,881 shares during the period. Independent Wealth Network Inc.’s holdings in Cisco Systems were worth $851,000 as of […]
December 20, 2023
Richard W. Paul & Associates LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9,235.5% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 49,198 shares of the company’s stock after acquiring an additional 48,671 shares during the quarter. iShares Core U.S. Aggregate Bond ETF […]