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Financial Perspectives Inc Sells 95 Shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC)

Financial Perspectives Inc Sells 95 Shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC)
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United-states , Kellett-wealth-advisors , Vanguard-consumer-staples-index-fund , Wealth-management , Evolution-wealth-advisors , Capital-investment-advisory-services , Montvue-capital-management-inc , Holdings-channel , Financial-perspectives-inc , Vanguard-consumer-staples , Free-report

Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Position Increased by NewSquare Capital LLC

Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Position Increased by NewSquare Capital LLC
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Wealth-advisors , Investment-advisory-services , Us-index-fund , Securities-exchange-commission , Vanguard-group-inc , Newsquare-capital , Cerity-partners , Envestnet-portfolio-solutions-inc , Free-report , Square-capital , Advisory-services

Cutter & CO Brokerage Inc. Sells 1,117 Shares of Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF)

Cutter & CO Brokerage Inc. lowered its stake in shares of Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF – Free Report) by 4.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 23,855 shares of the investment management company’s stock after selling 1,117 shares during the period. Cutter […]

United-states , Advisor-group , Cohen-steers-infrastructure-fund-price-performance , Commonwealth-equity-services , Cohen-steers-inc , Quarter-for-cohen-steers-infrastructure-fund , Cohen-steers-infrastructure-fund , Cohen-steers-infrastructure-fund-inc , Capital-investment-advisory-services , Advisory-services , Cohen-steers-infrastructure-fund-company-profile

JMG Financial Group Ltd. Lowers Holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

JMG Financial Group Ltd. Lowers Holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
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Envestnet-portfolio-solutions-inc , Cerity-partners , Us-index-fund , Jmg-financial-group-ltd , Investment-advisory-services , Vanguard-group-inc , Wealth-advisors , Financial-group-ltd , Free-report , Advisory-services , Portfolio-solutions

Capital Investment Advisory Services LLC Sells 4,531 Shares of iShares U.S. Medical Devices ETF (NYSEARCA:IHI)

Capital Investment Advisory Services LLC cut its stake in iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 36.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,042 shares of the company’s stock after selling 4,531 shares during the quarter. […]

Cedar-brook-financial-partners , Capital-investment-advisory-services , Armor-investment-advisors , Coastal-investment-advisors-inc , Exchange-commission , Wealthshield-partners , Blackrock , Company-profile , Free-report , Investment-advisory-services , Brook-financial-partners

Capital Investment Advisory Services LLC Sells 2,821 Shares of VanEck Gold Miners ETF (NYSEARCA:GDX)

Capital Investment Advisory Services LLC decreased its stake in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 16.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,625 shares of the exchange traded fund’s stock after selling 2,821 shares during the […]

Toronto , Ontario , Canada , Capital-investment-advisory-services , Desjardins-global-asset-management-inc , Jpmorgan-chase-co , Exchange-commission , Toronto-dominion-bank , Rafferty-asset-management , Morgan-stanley , Vaneck-gold-miners

Capital Investment Advisory Services LLC Lowers Stock Holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Capital Investment Advisory Services LLC reduced its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 29.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,739 shares of the company’s stock after selling 4,112 shares during the quarter. Capital Investment […]

Capital-investment-advisory-services , Elevate-inc , Exchange-commission , Company-profile , First-trust-low-duration-opportunities , Imprint-wealth , Capital-advisors-inc , H-cornerstone-investments-inc , Quarter-for-first-trust-low-duration-opportunities , Free-report , Investment-advisory-services

Capital Investment Advisory Services LLC Raises Position in SAP SE (NYSE:SAP)

Capital Investment Advisory Services LLC grew its holdings in shares of SAP SE (NYSE:SAP – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,245 shares of the software maker’s stock after purchasing an additional 123 shares during […]

Impact-partnership-wealth , Founders-financial-securities , Barclays , Advisors-inc , Capital-investment-advisory-services , Ae-wealth-management , Company-profile , Keycorp , Securities-exchange-commission , Free-report , Investment-advisory-services

Capital Investment Advisory Services LLC Boosts Stake in Snowflake Inc. (NYSE:SNOW)

Capital Investment Advisory Services LLC Boosts Stake in Snowflake Inc. (NYSE:SNOW)
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Canada , United-states , Wellington , New-zealand-general- , New-zealand , America , Sridhar-ramaswamy , Needham-company , Snowflake-inc , York-mellon-corp , Securities-exchange-commission , Royal-bank

Snowflake Inc. (NYSE:SNOW) Shares Bought by Capital Investment Advisory Services LLC

Snowflake Inc. (NYSE:SNOW) Shares Bought by Capital Investment Advisory Services LLC
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United-states , Christopher-william-degnan , Christian-kleinerman , Stifel-nicolaus , Capital-investment-advisory-services , Valley-national-advisers-inc , Exchange-commission , Snowflake-company-profile , Jpmorgan-chase-co , Kingfisher-capital , Cigna-investments-inc , Snowflake-inc