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BetterWealth LLC raised its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 39,412 shares of the company’s stock after purchasing an additional 652 shares during the quarter. […]
Towerpoint Wealth LLC purchased a new stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 4,993 shares of the company’s stock, valued at approximately $220,000. Towerpoint Wealth LLC owned about 0.05% of iShares […]
Towerpoint Wealth LLC raised its holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 2.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 101,658 shares of the company’s stock after purchasing an additional 2,171 shares during the period. Vanguard Total International Bond ETF comprises about 2.7% of Towerpoint Wealth LLC’s […]
Towerpoint Wealth LLC reduced its holdings in AT&T Inc. (NYSE:T – Free Report) by 30.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 34,762 shares of the technology company’s stock after selling 15,398 shares during the period. Towerpoint Wealth […]
Towerpoint Wealth LLC raised its position in Dorchester Minerals, L.P. (NASDAQ:DMLP – Free Report) by 3.0% in the 4th quarter, Holdings Channel reports. The firm owned 29,434 shares of the energy company’s stock after buying an additional 847 shares during the period. Towerpoint Wealth LLC’s holdings in Dorchester Minerals were worth $937,000 at the end […]