Stay updated with breaking news from Henry Capital. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Prio Wealth Limited Partnership cut its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 186,496 shares of the company’s stock after selling 4,644 shares during the period. Prio Wealth Limited Partnership’s […]
FirstPurpose Wealth LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 43.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,411 shares of the company’s stock after buying an additional 7,347 shares […]
Summit Financial Strategies Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 1.0% in the second quarter, Holdings Channel reports. The firm owned 95,694 shares of the company’s stock after buying an additional 956 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for 0.8% of […]
Patriot Investment Management Group Inc. lessened its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 1.5% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 210,360 shares of the exchange traded fund’s stock after selling 3,292 shares during the quarter. […]
Tectonic Advisors LLC increased its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 6.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 316,446 shares of the exchange traded fund’s stock after purchasing an additional 18,391 shares during the quarter. […]