Page 39 - Purpose Wealth News Today : Breaking News, Live Updates & Top Stories | Vimarsana

AlphaStar Capital Management LLC lifted its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 185.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,749,091 shares of the company’s stock after acquiring an additional 1,786,930 shares during the quarter. SPDR Portfolio Developed World ex-US ETF comprises about 7.3% of […]

Anchor Capital Advisors LLC boosted its position in CVS Health Co. (NYSE:CVS – Free Report) by 11.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 146,290 shares of the pharmacy operator’s stock after purchasing an additional 14,442 shares during […]

TCI Wealth Advisors Inc. grew its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 13.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,490 shares of the company’s stock after purchasing an additional 1,034 shares during the […]

Francis Financial Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 21.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,094 shares of the company’s stock after acquiring an additional 4,096 shares during the […]

Intercontinental Wealth Advisors LLC boosted its holdings in Brookfield Co. (NYSE:BN – Free Report) by 49.8% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,189 shares of the company’s stock after acquiring an additional 3,721 shares during the quarter. Intercontinental Wealth Advisors LLC’s […]