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Element Wealth LLC trimmed its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,079 shares of the company’s stock after selling 320 shares during the period. Element […]
Fort Point Capital Partners LLC trimmed its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 7.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,464 shares of the company’s stock after selling 1,671 shares during the period. Fort Point […]
Element Wealth LLC boosted its stake in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 6.2% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 30,924 shares of the company’s stock after purchasing an additional 1,800 shares during the period. Element Wealth LLC’s holdings […]
D.A. Davidson & CO. increased its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 16.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 383,583 shares of the company’s stock after buying an additional 53,852 shares […]
Element Wealth LLC lifted its stake in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 11.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,491 shares of the company’s stock after buying an additional 852 shares during the quarter. Element Wealth LLC’s […]