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May 19, 2023
Wealthsource Partners LLC lessened its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 43.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 70,277 shares of the exchange traded fund’s stock after selling 53,299 shares during the quarter. Wealthsource Partners LLC’s […]
May 19, 2023
Wealthsource Partners LLC reduced its position in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 7.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 44,982 shares of the information services provider’s stock after selling 3,588 shares during the quarter. Wealthsource […]
May 17, 2023
Justin Goodbread CFP®, CEPA, CVGA, at WealthSource Partners, LLC, is a financial educator, wealth manager, author and speaker. The business world is a highly…
May 17, 2023
Everhart Financial Group Inc. bought a new stake in Booking Holdings Inc. (NASDAQ:BKNG – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 115 shares of the business services provider’s stock, valued at approximately $232,000. Other hedge funds and other […]
May 17, 2023
Vista Finance LLC acquired a new stake in Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 35,474 shares of the company’s stock, valued at approximately $2,540,000. Simplify Interest Rate Hedge ETF comprises […]
May 17, 2023
Despegar.com, Corp. (NYSE:DESP – Get Rating) saw a significant decrease in short interest in April. As of April 30th, there was short interest totalling 986,800 shares, a decrease of 8.6% from the April 15th total of 1,080,000 shares. Based on an average daily trading volume, of 279,000 shares, the short-interest ratio is currently 3.5 days. […]
May 17, 2023
Vista Finance LLC acquired a new stake in Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 35,474 shares of the company’s stock, valued at approximately $2,540,000. Simplify Interest Rate Hedge ETF comprises […]
May 16, 2023
Running Point Capital Advisors LLC grew its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Get Rating) by 31.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 431 shares of the company’s stock after buying an additional 103 shares during […]
May 14, 2023
Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY – Get Rating) was the target of a significant growth in short interest in April. As of April 30th, there was short interest totalling 31,400 shares, a growth of 42.1% from the April 15th total of 22,100 shares. Based on an average daily trading volume, of 109,400 […]
May 14, 2023
Sowell Financial Services LLC grew its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Get Rating) by 10.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 16,355 shares of the company’s stock after purchasing an additional 1,580 shares during the […]