Page 16 - Wealthsource Partners News Today

Wealthsource Partners LLC grew its holdings in shares of Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 2.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,085 shares of the transportation company’s stock after purchasing an additional 505 shares during the quarter. […]

Wealthsource Partners LLC decreased its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,424 shares of the company’s stock after selling 434 shares during the quarter. Wealthsource Partners […]

Wealthsource Partners LLC trimmed its stake in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 5.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 118,635 shares of the company’s stock after selling 6,339 shares during […]

Lionsbridge Wealth Management LLC purchased a new stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 9,526 shares of the business services provider’s stock, valued at approximately $1,265,000. Several other institutional investors and […]

Wealthsource Partners LLC cut its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,371 shares of the exchange traded fund’s stock after selling 293 shares during the […]

Wealthsource Partners LLC cut its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 2.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,843 shares of the company’s stock after selling 2,237 shares during […]

Wealthsource Partners LLC cut its holdings in iShares GNMA Bond ETF (NASDAQ:GNMA – Free Report) by 15.0% during the fourth quarter, HoldingsChannel reports. The fund owned 61,629 shares of the company’s stock after selling 10,866 shares during the period. Wealthsource Partners LLC’s holdings in iShares GNMA Bond ETF were worth $2,727,000 at the end of […]

Wealthsource Partners LLC boosted its holdings in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) by 17.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 69,232 shares of the company’s stock after buying an additional 10,491 shares during the […]

Wealthsource Partners LLC reduced its position in Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 107,027 shares of the company’s stock after selling 2,799 shares during the period. […]

Wealthsource Partners LLC cut its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 14,424 shares of the company’s stock after selling 434 shares during the quarter. Wealthsource Partners LLC’s holdings […]