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August 18, 2023
Summit X LLC decreased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.8% in the first quarter, Holdings Channel reports. The institutional investor owned 6,659 shares of the exchange traded fund’s stock after selling 266 shares during the quarter. Summit X LLC’s holdings in SPDR Gold Shares were worth $1,220,000 […]
August 17, 2023
First Ascent Asset Management LLC trimmed its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 6.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 420,075 shares of the company’s stock after selling 29,257 shares during […]
August 16, 2023
Spire Wealth Management grew its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 24.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 14,507 shares of the company’s stock after purchasing an additional 2,864 shares during the quarter. […]
August 13, 2023
Wealthspire Advisors LLC lifted its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 49,910 shares of the exchange traded fund’s stock after purchasing an additional 632 shares […]
August 13, 2023
Global Retirement Partners LLC increased its holdings in shares of Paramount Global (NASDAQ:PARA – Free Report) by 195.8% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,738 shares of the company’s stock after purchasing an additional 3,136 shares during the quarter. Global Retirement […]
August 12, 2023
Acorn Wealth Advisors LLC reduced its stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 16.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,821 shares of the company’s stock after selling 1,716 shares during the […]
August 7, 2023
ProVise Management Group LLC cut its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 16.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,514 shares of the exchange traded fund’s stock after selling 485 shares during the period. ProVise […]
August 5, 2023
Modera Wealth Management LLC lowered its stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 30.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,360 shares of the company’s stock after selling 2,389 shares during […]
August 4, 2023
Pinnacle Associates Ltd. trimmed its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 8.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,497 shares of the company’s stock after selling 4,722 shares during the quarter. […]
August 3, 2023
Lebenthal Global Advisors LLC cut its position in Paramount Global (NASDAQ:PARA – Free Report) by 7.2% during the first quarter, HoldingsChannel.com reports. The fund owned 33,769 shares of the company’s stock after selling 2,611 shares during the period. Lebenthal Global Advisors LLC’s holdings in Paramount Global were worth $753,000 at the end of the most […]