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June 28, 2023
Horan Securities Inc. lowered its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Get Rating) by 4.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,148 shares of the company’s stock after selling 413 shares during the […]
June 28, 2023
IFP Advisors Inc lowered its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 45.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 203,894 shares of the technology company’s stock after selling 171,140 shares during the period. […]
June 28, 2023
Godsey & Gibb Inc. cut its stake in shares of Altria Group, Inc. (NYSE:MO – Get Rating) by 7.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,360 shares of the company’s stock after selling 1,664 shares during the period. Godsey & Gibb Inc.’s […]
June 28, 2023
Sharkey Howes & Javer lowered its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Get Rating) by 13.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,175 shares of the company’s stock after selling […]
June 28, 2023
IFP Advisors Inc lowered its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 45.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 203,894 shares of the technology company’s stock after selling 171,140 shares during the period. […]
June 26, 2023
Jacobs & Co. CA trimmed its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 3.4% during the 1st quarter, Holdings Channel reports. The institutional investor owned 346,414 shares of the technology company’s stock after selling 12,011 shares during the quarter. Jacobs & Co. CA’s holdings in AT&T were worth $6,668,000 at the […]
June 25, 2023
Hennessy Advisors Inc. boosted its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 16.1% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 295,560 shares of the technology company’s stock after buying an additional 41,000 shares during the quarter. Hennessy Advisors Inc.’s holdings in AT&T were worth $5,690,000 as of its […]
June 24, 2023
Householder Group Estate & Retirement Specialist LLC acquired a new position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Get Rating) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,376 shares of the company’s stock, valued at approximately $379,000. […]
June 21, 2023
RDA Financial Network cut its position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Get Rating) by 3.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 57,275 shares of the company’s stock after selling 1,986 shares during the period. iShares Core U.S. […]
June 20, 2023
Dfpg Investments LLC cut its position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Get Rating) by 10.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 55,202 shares of the company’s stock after selling 6,135 shares during the period. […]