Page 26 - Wealthsource Partners News Today

Wealthsource Partners LLC lowered its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.9% in the 3rd quarter, Holdings Channel.com reports. The fund owned 3,345,078 shares of the company’s stock after selling 64,623 shares during the period. Schwab US Large-Cap ETF makes up 11.6% of Wealthsource Partners LLC’s holdings, making […]

Wealthsource Partners LLC lifted its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 16.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,460 shares of the company’s stock after purchasing an additional 5,280 shares during […]

Wealthsource Partners LLC boosted its position in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 26.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 196,063 shares of the company’s stock after purchasing an additional 41,222 shares during the quarter. […]

Wealthsource Partners LLC lifted its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 133.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 150,300 shares of the exchange traded fund’s stock after acquiring an additional 85,837 shares […]

Wealthsource Partners LLC trimmed its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 9.9% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 19,507 shares of the oil and gas company’s stock after selling 2,148 shares during the quarter. Wealthsource Partners LLC’s […]

Wealthsource Partners LLC trimmed its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 1.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 124,974 shares of the company’s stock after selling 1,523 shares during the […]

Wealthsource Partners LLC decreased its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 31.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 100,580 shares of the exchange traded fund’s stock after selling 46,675 shares during the quarter. […]

Wealthsource Partners LLC boosted its stake in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 1.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 77,689 shares of the company’s stock after buying an additional 1,451 shares during the quarter. Wealthsource Partners […]

Wealthsource Partners LLC increased its position in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) by 39.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 58,741 shares of the company’s stock after acquiring an additional 16,570 shares during the period. […]

Wealthsource Partners LLC decreased its position in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 105,813 shares of the company’s stock after selling 1,150 shares during the quarter. […]