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3,374 Shares in SPDR Gold Shares (NYSEARCA:GLD) Acquired by Legacy Capital Wealth Partners LLC

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. […]
Wealth Network Inc Legacy Capital Wealth Partners Exchange Commission Minichmacgregor Wealth Management Delta Investment Management International Assets Investment Management

Granite Bay Wealth Management LLC Invests $645,000 in iShares Core High Dividend ETF (NYSEARCA:HDV)

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 […]
Investment Advisers Advisors Inc Granite Bay Wealth Management Wealth Network Inc Shares Core High Dividend Free Report

Columbus Macro LLC Sells 373 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)

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 […]
Securities Exchange Commission Financial Management Professionals Inc Wealth Network Inc Columbus Macro Polaris Wealth Advisory Group Free Report
Source: wkrb13.com

Independent Wealth Network Inc. Grows Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)

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 […]
Jennifer Newstead Nicholas Clegg Oxford Financial Group Ltd Wealth Network Inc Fairfield Bush Wells Fargo Company

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First National Bank Sioux Falls Takes Position in SPDR Gold Shares (NYSEARCA:GLD)

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 […]
First National Bank Sioux Falls Minichmacgregor Wealth Management Ciovacco Capital Management Holdings Channel International Assets Investment Management Delta Investment Management
Source: wkrb13.com

RVW Wealth LLC Has $978,000 Stock Position in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

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 […]
Biltmore Wealth Management Pure Financial Advisors Advisory Services Wealth Network Inc Rvw Wealth Free Report

Independent Wealth Network Inc. Grows Holdings in Tesla, Inc. (NASDAQ:TSLA)

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 […]
United States Andrewd Baglino Vaibhav Taneja Roth Mkm Schaper Benz Wise Investment Counsel Inc Energy Generation

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Independent Wealth Network Inc.

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 […]
Raymond James Deborahl Stahlkopf Asia Pacific Fortis Capital Advisors Cisco Systems Inc Asset Group Inc

Richard W. Paul & Associates LLC Has $4.63 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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 […]
Legacy Private Trust Co Slatestone Wealth Third Securities Inc Exchange Commission Wealth Network Inc Richardw Paul Associates
Source: wkrb13.com

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