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Madison Park Capital Advisors LLC Invests $233,000 in The Procter & Gamble Company (NYSE:PG)

Madison Park Capital Advisors LLC bought a new position in The Procter & Gamble Company (NYSE:PG – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 1,591 shares of the company’s stock, valued at approximately $233,000. Several other institutional investors […]

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Lorne Steinberg Wealth Management Inc. Sells 150 Shares of The Procter & Gamble Company (NYSE:PG)

Lorne Steinberg Wealth Management Inc. lowered its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 4.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,174 shares of the company’s stock after selling 150 shares during the period. Lorne Steinberg Wealth Management […]

Fatima-francisco , Garya-coombe , Raymond-james , Hengehold-capital-management , Health-care , Procter-gamble-company , Landmark-wealth-management , Procter-gamble , Jefferies-financial-group , Procter-gamble-company-profile , Sunflower-bank , Lorne-steinberg-wealth-management-inc

Community Bank & Trust Waco Texas Raises Stock Holdings in The Procter & Gamble Company (NYSE:PG)

Community Bank & Trust Waco Texas Raises Stock Holdings in The Procter & Gamble Company (NYSE:PG)
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Texas , United-states , Canada , Marcs-pritchard , Shailesh-jejurikar , Raymond-james , Landmark-wealth-management , Procter-gamble-company , Royal-bank , Hengehold-capital-management , Goldman-sachs-group , Sunflower-bank

Sage Mountain Advisors LLC Grows Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sage Mountain Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,993 shares of the company’s stock after acquiring an additional 389 shares during the period. Sage Mountain Advisors […]

United-states , Mascoma-wealth-management , Financial-wealth-advisors , Register-financial-advisors , Landmark-wealth-management , Sage-mountain-advisors , Free-report , Mountain-advisors , Wealth-management , Financial-advisors , Key-bridge-compliance

RFG Advisory LLC Has $1.18 Million Holdings in SPDR S&P International Small Cap ETF (NYSEARCA:GWX)

RFG Advisory LLC Has $1.18 Million Holdings in SPDR S&P International Small Cap ETF (NYSEARCA:GWX)
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United-states , Worth-financial-advisory-group , Rfg-advisory , Landmark-wealth-management , Spdr-sp-international-small-cap , Corrigan-financial-inc , Upper-left-wealth-management , Walkner-condon-financial-advisors , Exchange-commission , Free-report , Condon-financial-advisors

ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV) Position Lowered by Toth Financial Advisory Corp

Toth Financial Advisory Corp lessened its stake in ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV – Free Report) by 0.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 178,984 shares of the company’s stock after selling 887 shares during the quarter. ProShares Russell 2000 Dividend Growers […]

Proshares-russell , Clarity-wealth-management-inc , Toth-financial-advisory-corp , Blair-william-co , Asset-dedication , Landmark-wealth-management , Capital-investment-advisors , Free-report , Shares-russell , Financial-advisory-corp , Clarity-wealth-management , Investment-advisors

JPMorgan Core Plus Bond ETF (BATS:JCPB) is Walkner Condon Financial Advisors LLC's 7th Largest Position

Walkner Condon Financial Advisors LLC grew its holdings in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 370.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 223,394 shares of the company’s stock after buying an additional 175,940 […]

Wealth-partners-inc , Securities-exchange-commission , Capital-planning , Legacy-wealth-management-inc , Walkner-condon-financial-advisors , Landmark-wealth-management , Advisornet-financial-inc , Core-plus-bond , Free-report , Condon-financial-advisors , Wealth-management-inc

KG&L Capital Management LLC Makes New Investment in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

KG&L Capital Management LLC Makes New Investment in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)
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United-states , American , Advisory-alpha , American-institute-for-advanced-investment-management , Quarter-for-first-trust , Landmark-wealth-management , Kgl-capital-management , Nasdaq , Company-profile , News-ratings-for-first-trust , Exchange-commission

Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Private Ocean LLC

Private Ocean LLC boosted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 59.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,688 shares of the exchange traded fund’s stock after purchasing an additional 1,372 shares during the quarter. Private Ocean LLC’s holdings […]

Netherlands , Holland , Investments-inc , Triagen-wealth-management , Holland-advisory-services-inc , First-citizens-bank-trust-co , Landmark-wealth-management , Exchange-commission , Private-ocean , Free-report , Gen-wealth-management

Wright Fund Management LLC Buys Shares of 6,475 Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Wright Fund Management LLC bought a new stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 6,475 shares of the exchange traded fund’s stock, valued at approximately $266,000. […]

China , Pinnacle-financial-partners-inc , First-citizens-bank-trust-co , Pine-haven-investment-counsel-inc , Wright-fund-management , Securities-exchange-commission , Wealth-management , Landmark-wealth-management , Free-report , Citizens-bank , Financial-partners-inc