Stay updated with breaking news from Purpose Wealth. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
CFS Investment Advisory Services LLC increased its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 14.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,354 shares of the company’s stock after buying an additional 2,031 shares during […]
Briaud Financial Planning Inc bought a new stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,686 shares of the exchange traded fund’s stock, valued at […]
Fund Evaluation Group LLC cut its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 15.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,303 shares of the exchange traded fund’s stock after selling 782 shares during […]
Wealthcare Advisory Partners LLC raised its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 6.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,272 shares of the company’s stock after acquiring […]
Cidel Asset Management Inc. trimmed its position in CVS Health Co. (NYSE:CVS – Free Report) by 98.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,430 shares of the pharmacy operator’s stock after selling 299,341 shares during the quarter. Cidel Asset Management Inc.’s […]