Page 49 - Wealthsource Partners News Today

Wealthsource Partners LLC raised its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Get Rating) by 12.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 356,568 shares of the company’s stock after purchasing an additional 40,683 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for about […]

Wealthsource Partners LLC lowered its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Get Rating) by 18.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 52,157 shares of the exchange traded fund’s stock after selling 12,009 shares during the […]

Wealthsource Partners LLC decreased its stake in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Get Rating) by 36.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 173,363 shares of the company’s stock after selling 100,699 shares during the quarter. iShares […]

Wealthsource Partners LLC lifted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Get Rating) by 32.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,185 shares of the company’s stock after purchasing an […]

Wealthsource Partners LLC raised its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Get Rating) by 408.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 394,478 shares of the company’s stock after purchasing an additional 316,969 shares during the […]

Wealthsource Partners LLC decreased its holdings in iShares U.S. Infrastructure ETF (BATS:IFRA – Get Rating) by 4.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 160,752 shares of the company’s stock after selling 6,846 shares during the period. Wealthsource Partners LLC’s […]

Wealthsource Partners LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 1.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,536,853 shares of the company’s stock after acquiring an additional 47,180 shares during the period. Schwab […]

Wealthsource Partners LLC bought a new stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Get Rating) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 365,815 shares of the company’s stock, valued at approximately $27,187,000. Vanguard Intermediate-Term Bond ETF […]

Wealthsource Partners LLC decreased its stake in shares of iShares U.S. Energy ETF (NYSEARCA:IYE – Get Rating) by 14.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 87,733 shares of the company’s stock after selling 14,658 shares during the period. Wealthsource Partners LLC owned about […]

Wealthsource Partners LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 5.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,008 shares of the healthcare conglomerate’s stock after acquiring an additional 329 shares during the quarter. Wealthsource Partners LLC’s holdings […]