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Wealthspan Partners LLC purchased a new stake in shares of Targa Resources Corp. (NYSE:TRGP – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,100 shares of the pipeline company’s stock, valued at approximately $228,000. A number […]
Wealthspan Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Get Rating) by 109.0% in the fourth quarter, HoldingsChannel reports. The firm owned 13,064 shares of the company’s stock after buying an additional 6,813 shares during the quarter. Wealthspan Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were […]
Wealthspan Partners LLC lifted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) by 5.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,338 shares of the company’s stock after buying an additional 393 shares during the period. Vanguard Small-Cap Value ETF makes […]
Wealthspan Partners LLC reduced its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Get Rating) by 12.1% in the 4th quarter, Holdings Channel reports. The fund owned 1,014 shares of the company’s stock after selling 140 shares during the quarter. Wealthspan Partners LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $203,000 at the end […]
Wealthspan Partners LLC grew its holdings in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 7.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,480 shares of the exchange traded fund’s stock after acquiring an additional 170 shares during the quarter. Wealthspan […]