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Addison Advisors LLC Lowers Stake in Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP)

Addison Advisors LLC reduced its stake in shares of Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP – Free Report) by 10.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,250 shares of the company’s stock after selling 955 shares during the quarter. Addison Advisors […]

Invesco-bulletshares , Strategiq-financial-group , Company-profile , Exchange-commission , Key-financial-inc , Clear-harbor-asset-management , Invesco , Raymond-james-associates , Addison-advisors , Free-report , Financial-inc , Harbor-asset-management

NorthLanding Financial Partners LLC Sells 212 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

NorthLanding Financial Partners LLC reduced its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 10.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,888 shares of the company’s stock after selling 212 shares during the period. Vanguard Mid-Cap ETF […]

United-states , Quantitative-equity-group , Strategiq-financial-group , Company-profile , Vanguard-group-inc , Cap-index-fund , Westside-investment-management-inc , Northlanding-financial-partners , Diligent-investors , Exchange-commission , Dfpg-investments

Bfsg LLC Sells 141 Shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)

Bfsg LLC reduced its stake in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 0.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 68,560 shares of the company’s stock after selling 141 shares during the period. Bfsg […]

Vanguard-international-dividend-appreciation , Company-profile , Warner-financial-inc , Securities-exchange-commission , Quarter-for-vanguard-international-dividend-appreciation , Strategiq-financial-group , News-ratings-for-vanguard-international-dividend-appreciation , Wealth-partners , Family-office , Wealth-advisors , Free-report

iShares Biotechnology ETF (NASDAQ:IBB) Shares Sold by Carret Asset Management LLC

iShares Biotechnology ETF (NASDAQ:IBB) Shares Sold by Carret Asset Management LLC
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Strategiq-financial-group , Path-wealth-partners , Carret-asset-management , Column-capital-advisors , Hb-wealth-management , Nasdaq , Nasdaq-biotechnology-index-fund , Shares-biotechnology , Free-report , Asset-management , Capital-advisors

Bank of New Hampshire Has $490,000 Position in iShares Biotechnology ETF (NASDAQ:IBB)

Bank of New Hampshire reduced its position in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 20.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,607 shares of the financial services provider’s stock after selling 914 shares during the quarter. Bank of New Hampshire’s holdings in iShares Biotechnology ETF were worth […]

New-hampshire , United-states , Path-wealth-partners , Nasdaq-biotechnology-index-fund , Column-capital-advisors , Nasdaq , Strategiq-financial-group , Hb-wealth-management , Shares-biotechnology , Free-report , Capital-advisors

iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Shares Acquired by Private Management Group Inc.

iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Shares Acquired by Private Management Group Inc.
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Avior-wealth-management , Securities-exchange-commission , Boyd-watterson-asset-management , Astoria-portfolio-advisors , Latitude-advisors , Company-profile , Management-group-inc , Strategiq-financial-group , Private-management-group , Treasury-bond , Free-report

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is Eudaimonia Advisors LLC's 2nd Largest Position

Eudaimonia Advisors LLC lowered its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 3.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 102,180 shares of the company’s stock after selling 3,940 shares during the […]

Dow-jones , Trifecta-capital-advisors , Eudaimonia-advisors , Securities-exchange-commission , Indie-asset-partners , Strategiq-financial-group , Zullo-investment-group-inc , Free-report , Street-capital , Investment-group , Asset-partners , Capital-advisors

Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI) Shares Purchased by Weatherly Asset Management L. P.

Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI) Shares Purchased by Weatherly Asset Management L. P.
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Strategiq-financial-group , Wealth-partners , Family-office , News-ratings-for-vanguard-international-dividend-appreciation , Vanguard-international-dividend-appreciation , Quarter-for-vanguard-international-dividend-appreciation , Wealth-advisors , Company-profile , Securities-exchange-commission , Warner-financial-inc , Weatherly-asset-management

Capital Investment Advisory Services LLC Acquires 28,831 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Capital Investment Advisory Services LLC lifted its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 172.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 45,581 shares of the company’s stock after acquiring an additional 28,831 shares during the period. Vanguard Mid-Cap ETF comprises 1.0% of Capital Investment Advisory Services LLC’s investment portfolio, […]

United-states , Quantitative-equity-group , Dfpg-investments , Vanguard-group-inc , Strategiq-financial-group , Exchange-commission , Cap-index-fund , Capital-investment-advisory-services , Westside-investment-management-inc , Diligent-investors , Vanguard-mid-cap

Stephens Consulting LLC Sells 461 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Stephens Consulting LLC Sells 461 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
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Dow-jones , Zullo-investment-group-inc , Strategiq-financial-group , Stephens-consulting , Indie-asset-partners , Trifecta-capital-advisors , Free-report , Street-capital , Investment-group , Asset-partners , Capital-advisors , Visit-holdingschannel