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Vanguard Total Bond Market ETF (NASDAQ:BND) Shares Bought by Raymond James & Associates

Raymond James & Associates raised its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 12.1% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,913,614 shares of the company’s stock after acquiring an additional 205,916 shares during the […]

Securities-exchange-commission , Nasdaq , Foster-motley-inc , Vanguard-group-inc , Wealth-inc , White-lighthouse-investment-management-inc , Baystate-wealth-management , Raymond-james-associates , Raymond-james , Vanguard-total-bond-market , Free-report

Strategic Financial Concepts LLC Acquires New Shares in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Strategic Financial Concepts LLC bought a new position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 7,634 shares of the company’s stock, valued at approximately $398,000. Other hedge funds and other institutional investors […]

Strategic-financial-concepts , Mayflower-financial-advisors , Stratos-wealth-partners , Wealth-inc , Jackson-creek-investment-advisors , Charles-schwab , Free-report , Creek-investment-advisors , Financial-advisors , Wealth-partners , Schwab-us-tips-etf

GPM Growth Investors Inc. Raises Position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

GPM Growth Investors Inc. grew its stake in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 338,278 shares of the company’s stock after purchasing an additional 2,108 shares during the period. […]

Invesco-bulletshares , Procyon-advisors , Growth-investors-inc , Gpm-growth-investors-inc , Raymond-james-associates , Wealth-inc , Trilogy-capital-inc , Exchange-commission , Manchester-financial-inc , Free-report , Invesco-bulletshares-2027-corporate-bond-etf , Nasdaq-bscr

Cary Street Partners Investment Advisory LLC Sells 13,741 Shares of Invesco QQQ (NASDAQ:QQQ)

Cary Street Partners Investment Advisory LLC trimmed its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 81.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,109 shares of the exchange traded fund’s stock after selling 13,741 […]

A-mason , Lauterbach-financial-advisors , Exchange-commission , Wealth-inc , Partners-investment-advisory , Waterfront-wealth-inc , Cary-street-partners-investment-advisory , Free-report , Street-partners-investment-advisory , Financial-advisors , Waterfront-wealth

RiverFront Investment Group LLC Boosts Holdings in Invesco QQQ (NASDAQ:QQQ)

RiverFront Investment Group LLC grew its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 9.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 103,749 shares of the exchange traded fund’s stock after buying an additional 8,946 shares during the quarter. Invesco QQQ makes up 1.3% of RiverFront Investment Group LLC’s holdings, […]

Company-profile , Riverfront-investment-group , First-western-trust-bank , Holdings-channel , Opinicus-capital-inc , Wealth-inc , Omnia-family-wealth , Transcend-capital-advisors , Free-report , Front-investment-group , Western-trust-bank

Avaii Wealth Management LLC Increases Stake in Invesco QQQ (NASDAQ:QQQ)

Avaii Wealth Management LLC lifted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,797 shares of the exchange traded fund’s stock after purchasing an additional 280 shares during the period. […]

Avaii-wealth-management , Exchange-commission , Lauterbach-financial-advisors , Waterfront-wealth-inc , Wealth-inc , A-mason , Free-report , Wealth-management , Financial-advisors , Waterfront-wealth , Visit-holdingschannel

IMA Wealth Inc. Cuts Stock Holdings in Abbott Laboratories (NYSE:ABT)

IMA Wealth Inc. trimmed its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 10.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,152 shares of the healthcare product maker’s stock after selling 250 shares during the […]

Canada , Raymond-james , Andreaf-wainer , Johna-jr , Royal-bank , Citigroup , Abbott-laboratories , Wealth-inc , Securities-exchange-commission , Exchange-commission , Stuart-chaussee-associates-inc , Gilliland-jeter-wealth-management

IMA Wealth Inc. Sells 2,569 Shares of Merck & Co., Inc. (NYSE:MRK)

IMA Wealth Inc. trimmed its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 8.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 26,364 shares of the company’s stock after selling 2,569 shares during the period. Merck & Co., Inc. comprises approximately 1.4% of […]

United-kingdom , Wellington , New-zealand-general- , New-zealand , Gardasil , Joseph-romanelli , Steven-mizell , Wells-fargo-company , News-ratings-for-merck-co , Charles-schwab-investment-management-inc , Wellington-management-group , United-kingdom-plc

IMA Wealth Inc. Has $1.83 Million Stock Position in AbbVie Inc. (NYSE:ABBV)

IMA Wealth Inc. Has $1.83 Million Stock Position in AbbVie Inc. (NYSE:ABBV)
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Venclexta-venclyxto , William-blair , Richarda-gonzalez , Azita-saleki-gerhardt , Raymond-james , Barclays , Opal-wealth-advisors , Wealth-inc , Abbvie-inc , Ima-wealth-inc , Dedora-capital-inc , Securities-exchange-commission

Short Interest in Nuveen New York Quality Municipal Income Fund (NYSE:NAN) Grows By 190.8%

Nuveen New York Quality Municipal Income Fund (NYSE:NAN – Get Free Report) saw a significant increase in short interest in the month of April. As of April 15th, there was short interest totalling 37,800 shares, an increase of 190.8% from the March 31st total of 13,000 shares. Based on an average daily trading volume, of […]

New-york , United-states , Nuveen-fund-advisors , Nuveen-new-york-quality-municipal-income-fund , Wealth-inc , Fort-point-capital-partners , Shufro-rose-co , Nuveen-investments-inc , Wolverine-asset-management , Nuveen-asset-management , Kingswood-wealth-advisors