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Next Level Private LLC purchased a new stake in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 800 shares of the company’s stock, valued at approximately $201,000. Several other institutional investors and […]
Next Level Private LLC purchased a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 574 shares of the investment management company’s stock, valued at approximately $221,000. Several other institutional investors and […]
Next Level Private LLC reduced its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 7.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,665 shares of the company’s stock after selling 449 shares during the period. Next […]
Former UBS advisor Barry Mitchell discusses why he messed with success and broke away from UBS.
SFG Wealth Management LLC. trimmed its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 3.9% during the third quarter, HoldingsChannel reports. The institutional investor owned 8,068 shares of the company’s stock after selling 325 shares during the quarter. SFG Wealth Management LLC.’s holdings in First Trust NASDAQ Rising […]