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June 28, 2023
Independent Wealth Network Inc. raised its holdings in shares of American Tower Co. (NYSE:AMT – Get Rating) by 43.4% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,357 shares of the real estate investment trust’s stock after buying an additional 411 shares during the […]
June 28, 2023
Allworth Financial LP increased its holdings in AT&T Inc. (NYSE:T – Get Rating) by 5.9% during the 1st quarter, Holdings Channel reports. The firm owned 707,295 shares of the technology company’s stock after buying an additional 39,168 shares during the period. Allworth Financial LP’s holdings in AT&T were worth $13,615,000 at the end of the […]
June 28, 2023
Independent Wealth Network Inc. grew its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 4.5% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 48,790 shares of the company’s stock after buying an additional 2,079 shares during the […]
June 28, 2023
J2 Capital Management Inc grew its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 103.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,367 shares of the exchange traded fund’s stock after buying an additional 3,745 […]
June 28, 2023
Independent Wealth Network Inc. increased its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Get Rating) by 16.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,229 shares of the company’s stock after acquiring an additional 311 shares during the […]
June 28, 2023
Independent Wealth Network Inc. boosted its stake in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Get Rating) by 8.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,887 shares of the company’s stock after purchasing an additional 378 shares […]
June 28, 2023
Independent Wealth Network Inc. lifted its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 1.7% during the 1st quarter, Holdings Channel.com reports. The fund owned 107,921 shares of the company’s stock after buying an additional 1,811 shares during the period. SPDR Portfolio S&P 500 Growth ETF accounts for […]
June 28, 2023
Independent Wealth Network Inc. cut its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 3.6% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,906 shares of the exchange traded fund’s stock after selling 144 shares during the quarter. […]
June 28, 2023
MCF Advisors LLC raised its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 4.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 637,307 shares of the company’s stock after buying an additional 25,414 shares during the period. Vanguard S&P 500 ETF makes up about 22.4% of MCF Advisors […]
June 28, 2023
Sharkey Howes & Javer decreased its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Get Rating) by 13.6% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 81,175 shares of the company’s stock after selling 12,821 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for 0.7% of […]