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Perigon Wealth Management LLC boosted its holdings in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 110,923 shares of the company’s stock after buying an additional 4,682 shares during the quarter. Perigon Wealth […]
Sutton Place Investors LLC purchased a new position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm purchased 4,075 shares of the company’s stock, valued at approximately $208,000. A number of other hedge funds have also modified their holdings of VTEB. Stone Point Wealth LLC boosted […]
Cerity Partners LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 82.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,882,536 shares of the company’s stock after acquiring an additional 1,305,680 shares during the quarter. […]
Stone Point Wealth LLC decreased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.6% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 1,513 shares of the company’s stock after selling 24 shares during the period. Stone Point Wealth LLC’s holdings in […]
Stone Point Wealth LLC decreased its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,747 shares of the medical research company’s stock after selling 104 shares during the quarter. Stone Point Wealth LLC’s holdings […]