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Atria Wealth Solutions Inc. Buys 39,380 Shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Atria Wealth Solutions Inc. increased its stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 395.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 49,345 shares of the company’s stock after acquiring an additional 39,380 shares during the period. Atria Wealth Solutions Inc.’s holdings in iShares […]

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Schwarz Dygos Wheeler Investment Advisors LLC Has $1 Million Stock Position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Schwarz Dygos Wheeler Investment Advisors LLC boosted its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 20.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,623 shares of the company’s stock after buying an additional 4,061 […]

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Capital Advisors Ltd. LLC Cuts Position in iShares Cohen & Steers REIT ETF (BATS:ICF)

Capital Advisors Ltd. LLC Cuts Position in iShares Cohen & Steers REIT ETF (BATS:ICF)
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Cutter & CO Brokerage Inc. Lowers Stake in VanEck Gold Miners ETF (NYSEARCA:GDX)

Cutter & CO Brokerage Inc. decreased its position in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,231 shares of the exchange traded fund’s stock after selling 1,034 shares during […]

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Larson Financial Group LLC Has $7.50 Million Stock Position in Avantis International Equity ETF (NYSEARCA:AVDE)

Larson Financial Group LLC decreased its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 124,162 shares of the company’s stock after selling 318 shares during the […]

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Meitav Investment House Ltd. Buys Shares of 44,615 Invesco S&P 500 Equal Weight Materials ETF (NYSEARCA:RSPM)

Meitav Investment House Ltd. Buys Shares of 44,615 Invesco S&P 500 Equal Weight Materials ETF (NYSEARCA:RSPM)
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Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) is Krilogy Financial LLC's 3rd Largest Position

Krilogy Financial LLC grew its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,192,912 shares of the company’s stock after buying an additional 101,618 shares during the […]

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Pinnacle Bancorp Inc. Acquires 900 Shares of Capital Group Growth ETF (NYSEARCA:CGGR)

Pinnacle Bancorp Inc. grew its holdings in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 150.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,500 shares of the company’s stock after buying an additional 900 shares during the […]

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Bleakley Financial Group LLC Purchases 146,313 Shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU)

Bleakley Financial Group LLC boosted its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 36.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 553,002 shares of the company’s stock after acquiring an additional 146,313 shares during […]

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Capital Group Growth ETF (NYSEARCA:CGGR) Shares Sold by Total Clarity Wealth Management Inc.

Total Clarity Wealth Management Inc. cut its position in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 3.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,091 shares of the company’s stock after selling 426 shares during the quarter. Total […]

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