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Financial Perspectives Inc Boosts Stock Holdings in iShares U.S. Tech Independence Focused ETF (BATS:IETC)

Financial Perspectives Inc lifted its position in shares of iShares U.S. Tech Independence Focused ETF (BATS:IETC – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,204 shares of the company’s stock after purchasing an additional 370 shares during […]

United-states , Km-capital-management-ltd , Raymond-james-associates , Pathstone-family-office , Exchange-commission , Kozak-associates-inc , Patriot-investment-management-group-inc , Us-technology , Financial-perspectives-inc , Information-technology , Company-profile

Financial Perspectives Inc Purchases 177 Shares of iShares MSCI EAFE Growth ETF (BATS:EFG)

Financial Perspectives Inc raised its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 5.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,419 shares of the company’s stock after acquiring an additional 177 shares during […]

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Financial Perspectives Inc Raises Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Financial Perspectives Inc increased its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 8.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,931 shares of the exchange traded fund’s stock after acquiring an additional 222 shares during the quarter. Financial Perspectives Inc’s holdings in iShares Russell 1000 […]

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iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Purchased by Financial Perspectives Inc

Financial Perspectives Inc raised its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 8.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,931 shares of the exchange traded fund’s stock after purchasing an additional 222 shares […]

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Financial Perspectives Inc Has $2.33 Million Stock Position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Financial Perspectives Inc Has $2.33 Million Stock Position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
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Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Acquired by Financial Perspectives Inc

Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Acquired by Financial Perspectives Inc
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Chicago , Illinois , United-states , Gradient-investments , Financial-perspectives-inc , Company-profile , Chicago-partners-investment-group , Stone-point-wealth , Exchange-commission , Boyd-wealth-management , Vanguard-tax-exempt-bond

Financial Perspectives Inc Grows Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Financial Perspectives Inc Grows Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
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United-states , Wellington , New-zealand-general- , New-zealand , Company-profile , Financial-perspectives-inc , Phillips-financial-management , Index-fund-the , Securities-exchange-commission , Wellington-management-group , Sightline-wealth-advisors

First Trust Municipal High Income ETF to Issue Monthly Dividend of $0.16 (NASDAQ:FMHI)

First Trust Municipal High Income ETF (NASDAQ:FMHI – Get Free Report) declared a monthly dividend on Monday, April 22nd, NASDAQ reports. Stockholders of record on Wednesday, April 24th will be paid a dividend of 0.159 per share on Tuesday, April 30th. This represents a $1.91 annualized dividend and a dividend yield of 4.01%. The ex-dividend […]

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Financial Perspectives Inc Has $98,000 Stake in Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Financial Perspectives Inc Has $98,000 Stake in Capital Group Core Plus Income ETF (NYSEARCA:CGCP)
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Avantax-advisory-services-inc , Simplicity-solutions , Eversource-wealth-advisors , Cornerstone-wealth-management , Bleakley-financial-group , Company-profile , Financial-perspectives-inc , Exchange-commission , Capital-group-core-plus-income , Quarter-for-capital-group-core-plus-income , Free-report

NIKE, Inc. (NYSE:NKE) Shares Sold by Weatherly Asset Management L. P.

NIKE, Inc. (NYSE:NKE) Shares Sold by Weatherly Asset Management L. P.
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