📰 Wealthsource Partners News
Page 37 - Wealthsource Partners News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Wealthsource Partners. Real-time updates on events, politics, business and more.
July 10, 2023
Halbert Hargrove Global Advisors LLC bought a new stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 99 shares of the business services provider’s stock, valued at approximately $264,000. Several other […]
July 8, 2023
Montecito Bank & Trust boosted its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 11.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 18,878 shares of the company’s stock after buying an additional 1,895 shares during the period. Montecito Bank & Trust’s holdings in iShares ESG Aware MSCI […]
July 5, 2023
Kooman & Associates boosted its position in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 449.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 568,546 shares of the company’s stock after purchasing an additional 465,101 […]
July 5, 2023
Wilson Asset Management International PTY Ltd. trimmed its holdings in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 57.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,080 shares of the business services provider’s stock after selling 1,429 shares during the […]
July 4, 2023
Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY – Free Report) was the recipient of a large increase in short interest during the month of June. As of June 15th, there was short interest totalling 68,600 shares, an increase of 48.2% from the May 31st total of 46,300 shares. Based on an average trading volume […]
July 4, 2023
Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY – Free Report) was the recipient of a large increase in short interest during the month of June. As of June 15th, there was short interest totalling 68,600 shares, an increase of 48.2% from the May 31st total of 46,300 shares. Based on an average trading volume […]
July 4, 2023
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (NASDAQ:FDTS – Free Report) was the target of a significant decrease in short interest during the month of June. As of June 15th, there was short interest totalling 4,000 shares, a decrease of 23.1% from the May 31st total of 5,200 shares. Based on an average […]
July 3, 2023
Walkner Condon Financial Advisors LLC increased its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 377,443 shares of the company’s stock after purchasing an additional 6,118 shares […]
July 3, 2023
Miracle Mile Advisors LLC grew its stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 40.3% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 197,913 shares of the company’s stock after buying an additional 56,828 shares during the period. Miracle Mile […]
July 3, 2023
Quad Cities Investment Group LLC lifted its holdings in shares of Putnam Premier Income Trust (NYSE:PPT – Free Report) by 10.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 488,176 shares of the investment management company’s stock after buying […]