Page 29 - Wealth Network News Today

Independent Wealth Network Inc. cut its position in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 13.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,355 shares of the exchange traded fund’s stock after selling 371 shares during the […]

Independent Wealth Network Inc. lowered its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 37.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,197 shares of the company’s stock after selling 11,016 shares during the quarter. Independent Wealth […]

LaFleur & Godfrey LLC bought a new stake in Palantir Technologies Inc. (NYSE:PLTR – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund bought 615,086 shares of the company’s stock, valued at approximately $5,197,000. Several other hedge funds and other institutional investors also recently made changes to their positions in PLTR. Archford Capital […]

Independent Wealth Network Inc. lifted its holdings in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 7.1% during the 1st quarter, Holdings Channel.com reports. The fund owned 26,312 shares of the company’s stock after buying an additional 1,740 shares during the period. Independent Wealth Network Inc.’s holdings in Palantir Technologies were worth $222,000 […]

Independent Wealth Network Inc. trimmed its position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 12.6% during the 1st quarter, HoldingsChannel reports. The firm owned 3,184 shares of the company’s stock after selling 461 shares during the quarter. Independent Wealth Network Inc.’s holdings in Invesco S&P MidCap Momentum ETF were worth $240,000 […]

Darwin Wealth Management LLC lessened its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 6.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 2,097 shares of the exchange traded fund’s stock after selling 134 shares during the quarter. Darwin Wealth Management LLC’s holdings in SPDR Gold Shares were worth $389,000 at […]

Astor Investment Management LLC trimmed its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 83.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 115,102 shares of the company’s stock after selling 589,684 shares during the period. iShares […]

Calton & Associates Inc. boosted its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 30.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,823 shares of the exchange traded fund’s stock after buying an additional 2,778 shares during the quarter. SPDR […]

Godsey & Gibb Inc. purchased a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund purchased 182 shares of the social networking company’s stock, valued at approximately $39,000. Several other institutional investors have also recently added to or reduced their stakes in the business. Palo Alto […]

Helen Stephens Group LLC lessened its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Get Rating) by 1.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,298 shares of the company’s stock after selling 240 shares during the period. Helen […]