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July 21, 2023
Valmark Advisers Inc. lessened its position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 35.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,678 shares of the company’s stock after selling 7,927 shares during the […]
July 21, 2023
Sound Financial Strategies Group LLC acquired a new position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,189 shares of the exchange traded fund’s stock, valued at approximately $218,000. A number of other institutional investors […]
July 21, 2023
Graypoint LLC grew its stake in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 13.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,842 shares of the exchange traded fund’s stock after purchasing an additional 2,530 shares during the period. Graypoint LLC’s holdings […]
July 21, 2023
Arkadios Wealth Advisors grew its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,361 shares of the exchange traded fund’s stock after purchasing an additional 324 shares during the quarter. […]
July 20, 2023
Citigroup lowered shares of AT&T (NYSE:T – Free Report) from a buy rating to a neutral rating in a research report sent to investors on Monday morning, MarketBeat Ratings reports. Citigroup currently has $16.00 price objective on the technology company’s stock, down from their previous price objective of $22.00. Several other research firms also recently […]
July 20, 2023
JNBA Financial Advisors lifted its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 1.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 672,890 shares of the company’s stock after purchasing an additional 11,055 shares during […]
July 20, 2023
Dover Advisors LLC grew its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,964 shares of the exchange traded fund’s stock after purchasing an additional 63 […]
July 20, 2023
Madison Covered Call & Equity Strategy Fund (NYSE:MCN – Get Free Report) saw a significant decline in short interest in June. As of June 30th, there was short interest totalling 35,800 shares, a decline of 23.7% from the June 15th total of 46,900 shares. Based on an average trading volume of 64,900 shares, the short-interest […]
July 19, 2023
OmniStar Financial Group Inc. cut its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 13.1% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 34,226 shares of the technology company’s stock after selling 5,146 shares during the period. OmniStar Financial Group Inc.’s holdings in AT&T were worth $659,000 as of its […]
July 18, 2023
Aquire Wealth Advisors LLC cut its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 0.8% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 220,068 shares of the company’s stock after selling 1,807 shares during the period. SPDR Portfolio Developed […]