Page 31 - Wealthsource Partners News Today

Prentice Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 47.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 267,951 shares of the company’s stock after buying an additional 86,481 shares […]

Ullmann Wealth Partners Group LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 32,054 shares of the company’s stock after selling 7,322 shares during the […]

Ronald Blue Trust Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.7% during the third quarter, HoldingsChannel.com reports. The fund owned 2,028,724 shares of the company’s stock after acquiring an additional 13,745 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 3.0% of Ronald […]

GenTrust LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% in the third quarter, HoldingsChannel reports. The fund owned 138,376 shares of the company’s stock after selling 7,144 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 0.9% of GenTrust LLC’s portfolio, making […]

CIC Wealth LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 11.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,483 shares of the company’s stock after purchasing an additional 545 shares during the […]

Householder Group Estate & Retirement Specialist LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,780 shares of the company’s stock, valued […]

IFP Advisors Inc raised its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 25.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 429,448 shares of the company’s stock after buying an additional 88,067 shares […]

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San Juan Basin Royalty Trust (NYSE:SJT – Get Free Report) announced a monthly dividend on Friday, November 17th, Zacks reports. Stockholders of record on Thursday, November 30th will be paid a dividend of 0.017 per share by the oil and gas producer on Thursday, December 14th. This represents a $0.20 annualized dividend and a dividend […]

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