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May 3, 2024
Summit Asset Management LLC boosted its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 285,229 shares of the company’s stock after acquiring an additional 4,212 shares during […]
May 2, 2024
Win Advisors Inc. purchased a new stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 28,845 shares of the company’s stock, valued at approximately $1,394,000. Other hedge funds […]
May 2, 2024
Win Advisors Inc. acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 426 shares of the semiconductor manufacturer’s stock, valued at approximately $476,000. A number of other hedge funds have also recently added to or reduced their stakes in AVGO. Sigma […]
May 2, 2024
Win Advisors Inc. boosted its holdings in Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV – Free Report) by 19.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,946 shares of the company’s stock after buying an additional 3,095 shares during the period. […]
May 2, 2024
Win Advisors Inc. raised its position in shares of Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV – Free Report) by 19.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,946 shares of the company’s stock after buying an additional 3,095 shares during the […]
May 2, 2024
Win Advisors Inc. cut its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 95.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 16,728 shares of the company’s stock after selling 360,830 shares during the quarter. Win Advisors Inc.’s holdings in […]
May 2, 2024
Win Advisors Inc. reduced its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 95.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,728 shares of the company’s stock after selling 360,830 shares during the quarter. […]
May 2, 2024
Win Advisors Inc. bought a new stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 41,986 shares of the company’s stock, valued at approximately $3,939,000. Goldman Sachs ActiveBeta U.S. Large […]
May 2, 2024
Win Advisors Inc. bought a new position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 35,153 shares of the company’s stock, valued at approximately $1,459,000. iShares Core Moderate Allocation ETF makes up 0.7% […]
May 2, 2024
Win Advisors Inc. bought a new position in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) during the 4th quarter, Holdings Channel reports. The fund bought 8,036 shares of the exchange traded fund’s stock, valued at approximately $3,029,000. SPDR Dow Jones Industrial Average ETF Trust accounts for approximately 1.4% of […]