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WealthPlan Investment Management LLC bought a new position in Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor bought 5,886 shares of the company’s stock, valued at approximately $101,000. Several other institutional investors and hedge funds also recently added to or reduced their […]
Global Retirement Partners LLC purchased a new position in shares of Harbor Scientific Alpha High-Yield ETF (NYSEARCA:SIHY – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 24,906 shares of the company’s stock, valued at approximately $1,085,000. Global Retirement […]
Ranger Investment Management L.P. increased its position in Simulations Plus, Inc. (NASDAQ:SLP – Free Report) by 6.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 918,658 shares of the technology company’s stock after buying an additional 52,250 shares during […]
Financial Network Wealth Management LLC reduced its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.2% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 1,850 shares of the company’s stock after selling 101 shares during the quarter. Financial Network Wealth Management […]
First National Bank & Trust Co. of Newtown lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.7% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 5,485 shares of the exchange traded fund’s stock after buying an […]
Founders Financial Securities LLC reduced its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 11.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,468 shares of the company’s stock after selling 865 shares during the […]
One Charles Private Wealth Services LLC lessened its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.9% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,638 shares of the company’s stock after selling 166 shares during the period. […]
Cook Wealth Management Group LLC lowered its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 4.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,292 shares of the company’s stock after selling 399 shares during the period. […]
Cook Wealth Management Group LLC lowered its holdings in The Boeing Company (NYSE:BA – Free Report) by 6.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,677 shares of the aircraft producer’s stock after selling 112 shares during the […]
Cook Wealth Management Group LLC trimmed its holdings in shares of First Citizens BancShares, Inc. (NASDAQ:FCNCA – Free Report) by 3.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 895 shares of the bank’s stock after selling 34 […]