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Sage Mountain Advisors LLC Sells 112 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Sage Mountain Advisors LLC lessened its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,117 shares of the company’s stock after selling 112 shares during the quarter. […]

United-states , Wagner-wealth-management , Securities-exchange-commission , Archer-investment-corp , Sage-mountain-advisors , Larson-financial-group , Latitude-advisors , Vanguard-value-index-fund , Vanguard-value , Free-report , Mountain-advisors

Golub Capital BDC, Inc. (NASDAQ:GBDC) Shares Acquired by Sage Mountain Advisors LLC

Golub Capital BDC, Inc. (NASDAQ:GBDC) Shares Acquired by Sage Mountain Advisors LLC
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United-states , America , Raymond-james , Sage-mountain-advisors , Cerity-partners , Latitude-advisors , Exchange-commission , Perigon-wealth-management , Nasdaq , Golub-capital-bdc-inc , Wells-fargo-company , Shikiar-asset-management-inc

Annapolis Financial Services LLC Acquires 200 Shares of Five Below, Inc. (NASDAQ:FIVE)

Annapolis Financial Services LLC Acquires 200 Shares of Five Below, Inc. (NASDAQ:FIVE)
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United-states , Below-company-profile , Lindbrook-capital , Annapolis-financial-services , Groesbeck-investment-management-corp , Barclays , Below-inc , Latitude-advisors , Telsey-advisory-group , Holdings-channel , Nasdaq

Nicholas Hoffman & Company LLC. Has $553,000 Stock Holdings in Golub Capital BDC, Inc. (NASDAQ:GBDC)

Nicholas Hoffman & Company LLC. reduced its stake in Golub Capital BDC, Inc. (NASDAQ:GBDC – Free Report) by 33.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 36,623 shares of the investment management company’s stock after selling 18,659 shares during […]

United-states , America , Raymond-james , Latitude-advisors , Securities-exchange-commission , Nicholas-hoffman-company , Wells-fargo-company , Golub-capital-bdc-inc , Nasdaq , Nicholas-hoffman , Golub-capital , Free-report

EFG Asset Management Americas Corp. Sells 2,708 Shares of The Trade Desk, Inc. (NASDAQ:TTD)

EFG Asset Management Americas Corp. decreased its position in shares of The Trade Desk, Inc. (NASDAQ:TTD – Free Report) by 6.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 40,721 shares of the technology company’s stock after selling 2,708 shares during the quarter. […]

United-states , Piper-sandler , Kathryne-falberg , Nasdaq , Level-financial-advisors-inc , Securities-exchange-commission , Mutual-advisors , Newbridge-financial-services-group-inc , Efg-asset-management-americas-corp , Wells-fargo-company , Wealth-management , Latitude-advisors

The Trade Desk, Inc. (NASDAQ:TTD) CEO Sells $224,666.00 in Stock

The Trade Desk, Inc. (NASDAQ:TTD – Get Free Report) CEO Jeffrey Terry Green sold 2,600 shares of the company’s stock in a transaction that occurred on Monday, April 15th. The shares were sold at an average price of $86.41, for a total transaction of $224,666.00. Following the transaction, the chief executive officer now owns 974,022 […]

United-states , Piper-sandler , Level-financial-advisors-inc , Desk-inc , Wealth-management , Wells-fargo-company , Desk-company-profile , Latitude-advisors , Nasdaq , Sheaff-brock-investment-advisors , Newbridge-financial-services-group-inc , Trade-desk

Roman Butler Fullerton & Co. Makes New Investment in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Roman Butler Fullerton & Co. bought a new position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 5,330 shares of the company’s stock, valued at approximately $556,000. Several other institutional […]

Migdal-insurance-financial-holdings-ltd , Roman-butler-fullerton-co , Stone-house-investment-management , Blackrock , Exchange-commission , Latitude-advisors , Avior-wealth-management , Paces-advisors-inc , Company-profile , Roman-butler-fullerton , Treasury-bond

Roman Butler Fullerton & Co. Lowers Stock Holdings in Vanguard Information Technology ETF (NYSEARCA:VGT)

Roman Butler Fullerton & Co. Lowers Stock Holdings in Vanguard Information Technology ETF (NYSEARCA:VGT)
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United-states , Latitude-advisors , Msci-us-investable-market-information-technology , Vanguard-information-technology , Rakuten-securities-inc , Quarter-for-vanguard-information-technology , Roman-butler-fullerton-co , Scissortail-wealth-management , Carlp-sherr-co , News-ratings-for-vanguard-information-technology , Roman-butler-fullerton

Wheelhouse Advisory Group LLC Purchases Shares of 19,388 Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Wheelhouse Advisory Group LLC acquired a new position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 19,388 shares of the company’s stock, valued at approximately $1,481,000. Vanguard Intermediate-Term Bond ETF comprises […]

Latitude-advisors , Wheelhouse-advisory-group , Archer-investment-corp , Exchange-commission , Fonville-wealth-management , Sterling-financial-planning-inc , Vanguard-intermediate-term-bond , Free-report , Intermediate-term-bond , Financial-planning , Wealth-management

Latitude Advisors LLC Buys New Position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Latitude Advisors LLC acquired a new stake in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 1,972 shares of the company’s stock, valued at approximately $206,000. Other hedge funds also recently made […]

Moneta-group-investment-advisors , Morgan-stanley , Latitude-advisors , Commonwealth-equity-services , Ameriprise-financial-inc , National-association , Shares-russell-mid-cap-growth , Free-report , Group-investment-advisors , Equity-services , Ameriprise-financial