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March 23, 2024
Eclectic Associates Inc. ADV cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 53.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 7,646 shares of the company’s stock after selling 8,843 shares during the period. Vanguard Growth ETF comprises approximately 1.1% of Eclectic Associates Inc. ADV’s holdings, making […]
March 23, 2024
Client First Capital LLC raised its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 315,514 shares of the company’s stock after purchasing an additional 11,119 shares […]
March 23, 2024
Wealthsource Partners LLC trimmed its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 7.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 47,491 shares of the company’s stock after selling 3,615 shares during the quarter. Wealthsource Partners […]
March 23, 2024
Wealthsource Partners LLC decreased its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 2.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 80,843 shares of the company’s stock after selling 2,237 shares during the period. […]
March 23, 2024
CoreCap Advisors LLC boosted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.6% in the fourth quarter, HoldingsChannel reports. The firm owned 227,858 shares of the company’s stock after acquiring an additional 3,647 shares during the period. Vanguard FTSE Developed Markets ETF accounts for about 0.7% of CoreCap Advisors LLC’s […]
March 23, 2024
Lionsbridge Wealth Management LLC lessened its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 46.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,564 shares of the company’s stock after selling 10,753 shares during the quarter. […]
March 23, 2024
CoreCap Advisors LLC cut its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,360 shares of the network equipment provider’s stock after selling 3,020 shares during the […]
March 23, 2024
Lionsbridge Wealth Management LLC lessened its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 46.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,564 shares of the company’s stock after selling 10,753 shares during the quarter. […]
March 13, 2024
WNY Asset Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 25.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 9,248 shares of the company’s stock after acquiring an additional 1,867 shares during the quarter. WNY Asset Management LLC’s holdings in iShares Core U.S. […]
February 29, 2024
Bamco Inc. NY grew its holdings in shares of Moody’s Co. (NYSE:MCO – Free Report) by 20.2% in the third quarter, Holdings Channel.com reports. The firm owned 12,143 shares of the business services provider’s stock after buying an additional 2,044 shares during the period. Bamco Inc. NY’s holdings in Moody’s were worth $3,839,000 as of […]