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First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) Shares Purchased by Golden State Equity Partners

Golden State Equity Partners grew its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 83,728 shares of the company’s stock after purchasing an additional 2,032 shares during […]

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Geneva Partners LLC Has $7.18 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Geneva Partners LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,407 shares of the information services provider’s stock after acquiring an additional 194 shares during the […]

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Alphabet Inc. (NASDAQ:GOOGL) Stake Boosted by Geneva Partners LLC

Geneva Partners LLC lifted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 51,407 shares of the information services provider’s stock after buying an additional 194 shares during the period. […]

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Alphabet Inc. (NASDAQ:GOOGL) Stock Holdings Trimmed by Evolution Wealth Advisors LLC

Evolution Wealth Advisors LLC lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,469 shares of the information services provider’s stock after selling 288 shares during the period. […]

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First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) Shares Purchased by Golden State Equity Partners

First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) Shares Purchased by Golden State Equity Partners
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Kirr Marbach & Co. LLC IN Reduces Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Kirr Marbach & Co. LLC IN lowered its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.0% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 92,730 shares of the information services provider’s stock after selling 932 shares during the period. Alphabet accounts for approximately 3.4% […]

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Suncoast Equity Management Has $18.59 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Suncoast Equity Management boosted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 7.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 133,046 shares of the information services provider’s stock after purchasing an additional 9,112 shares during the period. Alphabet makes up approximately 2.5% of Suncoast Equity Management’s holdings, making the […]

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Stephens Consulting LLC Has $180,000 Stake in First Trust Managed Municipal ETF (NASDAQ:FMB)

Stephens Consulting LLC Has $180,000 Stake in First Trust Managed Municipal ETF (NASDAQ:FMB)
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Accel Wealth Management Acquires 260 Shares of Amazon.com, Inc. (NASDAQ:AMZN)

Accel Wealth Management grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 26,124 shares of the e-commerce giant’s stock after purchasing an additional 260 shares during the period. Amazon.com […]

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iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Stock Position Raised by Forza Wealth Management LLC

Forza Wealth Management LLC increased its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 504.8% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 48,194 shares of the exchange traded fund’s stock after buying an additional 40,225 shares during the period. iShares […]

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