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May 23, 2024
Gladstone Institutional Advisory LLC boosted its holdings in Janus Henderson Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD – Free Report) by 74.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,992 shares of the company’s stock after acquiring an additional 3,833 shares during the period. Gladstone […]
April 18, 2024
Wealthspan Partners LLC boosted its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 6.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,386 shares of the company’s stock after acquiring an additional 303 shares during the quarter. Wealthspan Partners LLC’s holdings in […]
April 12, 2024
Compass Advisory Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 29.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 267,249 shares of the company’s stock after purchasing an additional 61,023 shares during the […]
April 12, 2024
G2 Capital Management LLC OH raised its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 12.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 26,351 shares of the company’s stock after buying an additional 2,849 shares during the quarter. […]
April 12, 2024
McNamara Financial Services Inc. raised its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 119,120 shares of the company’s stock after acquiring an additional 600 shares during the quarter. […]
April 12, 2024
Perigon Wealth Management LLC increased its position in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 10.8% during the 4th quarter, Holdings Channel reports. The firm owned 151,703 shares of the company’s stock after acquiring an additional 14,751 shares during the period. Perigon Wealth Management LLC’s holdings in Invesco FTSE […]
April 11, 2024
HTG Investment Advisors Inc. lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 8.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,466 shares of the company’s stock after acquiring an additional 1,015 shares during the period. […]
April 11, 2024
Wealthspan Partners LLC lessened its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 10.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,078 shares of the company’s stock after selling 356 shares during the quarter. Wealthspan Partners LLC’s holdings in PepsiCo […]
April 6, 2024
Detalus Advisors LLC decreased its position in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 31,492 shares of the company’s stock after selling 1,007 shares during the quarter. Detalus […]
March 11, 2024
Obsidian Personal Planning Solutions LLC increased its stake in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 463.9% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 108,884 shares of the company’s stock after acquiring an additional 89,575 shares during […]