Page 27 - Wealthsource Partners News Today

Wealthsource Partners LLC boosted its stake in Invesco BulletShares 2024 High Yield Corporate Bond ETF (NASDAQ:BSJO – Free Report) by 2.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 119,184 shares of the company’s stock after buying an additional 2,827 […]

Wealthsource Partners LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,750 shares of the company’s stock after buying an additional 99 shares during the quarter. Wealthsource Partners LLC’s […]

Wealthsource Partners LLC reduced its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 63.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 574,151 shares of the company’s stock after selling 1,017,951 shares during […]

Wealthsource Partners LLC lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,428 shares of the company’s stock after selling 67 shares during the quarter. Wealthsource Partners […]

Wealthsource Partners LLC grew its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 9.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 591,051 shares of the company’s stock after acquiring an additional 51,632 shares during the quarter. iShares […]

Moody’s (NYSE:MCO – Get Free Report) had its price objective reduced by research analysts at Wells Fargo & Company from $455.00 to $420.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The brokerage presently has an “overweight” rating on the business services provider’s stock. Wells Fargo & Company‘s target price […]

In terms of budgeting, zero-based budgets should be the starting point instead of looking at the prior year.

Ritter Daniher Financial Advisory LLC DE boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 44.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,846 shares of the company’s stock after acquiring an additional 566 […]

Cosner Financial Group LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 66,354 shares of the company’s stock after purchasing an additional 5,532 shares during the quarter. iShares […]

Shepherd Financial Partners LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 89,111 shares of the company’s stock after selling 866 shares during the […]