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Covea Finance Decreases Position in JPMorgan Chase & Co. $JP

Covea Finance Decreases Position in JPMorgan Chase & Co. $JPM

Covea Finance decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 26.6% during the fourth quarter,...
BCGM Wealth Management LLC Trims Stock Holdings in JPMorgan

BCGM Wealth Management LLC Trims Stock Holdings in JPMorgan Chase & Co. $JPM

BCGM Wealth Management LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 26.5% in the 4th quarter,...
Charles Schwab Trust Co Buys 30,853 Shares of Schwab U.S. La

Charles Schwab Trust Co Buys 30,853 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Charles Schwab Trust Co increased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 1.8% in the fourth...
Breakwater Capital Group Grows Stake in Avantis Emerging Mar

Breakwater Capital Group Grows Stake in Avantis Emerging Markets Equity ETF $AVEM

Breakwater Capital Group boosted its holdings in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 14.8% during...
Breakwater Capital Group Grows Stake in Avantis Emerging Mar

Breakwater Capital Group Grows Stake in Avantis Emerging Markets Equity ETF $AVEM

Breakwater Capital Group boosted its holdings in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 14.8% during...
Charles Schwab Trust Co Sells 13,454 Shares of Invesco RAFI

Charles Schwab Trust Co Sells 13,454 Shares of Invesco RAFI Developed Markets ex-U.S. ETF $PXF

Charles Schwab Trust Co trimmed its holdings in shares of Invesco RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) by 3.6% in...
Charles Schwab Trust Co Sells 6,200 Shares of iShares Core S

Charles Schwab Trust Co Sells 6,200 Shares of iShares Core S&P U.S. Growth ETF $IUSG

Charles Schwab Trust Co decreased its stake in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 2.5% in the 4th...
Breakwater Capital Group Grows Stake in iShares Russell 1000

Breakwater Capital Group Grows Stake in iShares Russell 1000 Growth ETF $IWF

Breakwater Capital Group lifted its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 13.7% during the 4th quarter,...
Centerline Wealth Advisors LLC Invests $5.35 Million in iSha

Centerline Wealth Advisors LLC Invests $5.35 Million in iShares U.S. Financials ETF $IYF

Centerline Wealth Advisors LLC acquired a new position in iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) during the 4th quarter,...
Fidelity Total Bond ETF $FBND is Centerline Wealth Advisors

Fidelity Total Bond ETF $FBND is Centerline Wealth Advisors LLC’s 10th Largest Position

Centerline Wealth Advisors LLC decreased its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 40.3% in the fourth quarter,...
Fidelity Total Bond ETF $FBND is Centerline Wealth Advisors

Fidelity Total Bond ETF $FBND is Centerline Wealth Advisors LLC’s 10th Largest Position

Centerline Wealth Advisors LLC decreased its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 40.3% in the fourth quarter,...
SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Sold by Break

SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Sold by Breakwater Capital Group

Breakwater Capital Group lowered its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 15.1% during the 4th...
iShares Russell 1000 Value ETF $IWD is Breakwater Capital Gr

iShares Russell 1000 Value ETF $IWD is Breakwater Capital Group’s 10th Largest Position

Breakwater Capital Group trimmed its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 6.7% in the fourth...
iShares Core Total USD Bond Market ETF $IUSB Shares Acquired

iShares Core Total USD Bond Market ETF $IUSB Shares Acquired by Elevation Wealth Partners LLC

Elevation Wealth Partners LLC increased its position in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 9.0%...
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These 2 Bitcoin ETFs Are Seeing Inflows for the First Time in Months

With institutions sending hundreds of millions of dollars back into Bitcoin ETFs this month, retail investors may see sentiment shifting and an...
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These 2 Bitcoin ETFs Are Seeing Inflows for the First Time in Months

With institutions sending hundreds of millions of dollars back into Bitcoin ETFs this month, retail investors may see sentiment shifting and an...
IFP Advisors Inc Boosts Stock Holdings in Dimensional World

IFP Advisors Inc Boosts Stock Holdings in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

IFP Advisors Inc grew its holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 225.1% during the 3rd...
Hudson Bay Capital Management LP Takes $1.13 Million Positio

Hudson Bay Capital Management LP Takes $1.13 Million Position in Pinnacle Financial Partners, Inc. $PNFP

Hudson Bay Capital Management LP bought a new position in Pinnacle Financial Partners, Inc. (NYSE:PNFP – Free Report) in the 3rd quarter,...
Hudson Bay Capital Management LP Takes $1.13 Million Positio

Hudson Bay Capital Management LP Takes $1.13 Million Position in Pinnacle Financial Partners, Inc. $PNFP

Hudson Bay Capital Management LP bought a new position in Pinnacle Financial Partners, Inc. (NYSE:PNFP – Free Report) in the 3rd quarter,...
IFP Advisors Inc Invests $1.14 Million in iShares North Amer

IFP Advisors Inc Invests $1.14 Million in iShares North American Natural Resources ETF $IGE

IFP Advisors Inc purchased a new position in shares of iShares North American Natural Resources ETF (BATS:IGE – Free Report) in the 3rd...
27,133 Shares in BitMine Immersion Technologies, Inc. $BMNR

27,133 Shares in BitMine Immersion Technologies, Inc. $BMNR Acquired by IFP Advisors Inc

IFP Advisors Inc acquired a new stake in shares of BitMine Immersion Technologies, Inc. (NYSEAMERICAN:BMNR – Free Report) in the 3rd quarter,...
16,423 Shares in Harbor Commodity All-Weather Strategy ETF $

16,423 Shares in Harbor Commodity All-Weather Strategy ETF $HGER Purchased by Financial Management Network Inc.

Financial Management Network Inc. bought a new stake in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER – Free Report) in...
iShares S&P Small-Cap 600 Growth ETF $IJT Shares Sold by IFP

iShares S&P Small-Cap 600 Growth ETF $IJT Shares Sold by IFP Advisors Inc

IFP Advisors Inc trimmed its holdings in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 89.5% in the third...
IFP Advisors Inc Sells 68,154 Shares of iShares iBonds Dec 2

IFP Advisors Inc Sells 68,154 Shares of iShares iBonds Dec 2030 Term Treasury ETF $IBTK

IFP Advisors Inc lowered its holdings in iShares iBonds Dec 2030 Term Treasury ETF (NASDAQ:IBTK – Free Report) by 54.4% during the third...
IFP Advisors Inc Reduces Holdings in iShares iBonds Dec 2029

IFP Advisors Inc Reduces Holdings in iShares iBonds Dec 2029 Term Treasury ETF $IBTJ

IFP Advisors Inc lowered its position in shares of iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ – Free Report) by 47.1% in the third...
IFP Advisors Inc Has $1.11 Million Position in Dimensional N

IFP Advisors Inc Has $1.11 Million Position in Dimensional National Municipal Bond ETF $DFNM

IFP Advisors Inc raised its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 118.5% in the third quarter,...
IFP Advisors Inc Boosts Holdings in Fidelity Investment Grad

IFP Advisors Inc Boosts Holdings in Fidelity Investment Grade Bond ETF $FIGB

IFP Advisors Inc grew its stake in shares of Fidelity Investment Grade Bond ETF (NYSEARCA:FIGB – Free Report) by 132.5% in the third quarter,...
IFP Advisors Inc Has $1.33 Million Stock Holdings in Robinho

IFP Advisors Inc Has $1.33 Million Stock Holdings in Robinhood Markets, Inc. $HOOD

IFP Advisors Inc decreased its position in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 62.7% during the 3rd quarter, according to...
Dimensional U.S. Small Cap ETF $DFAS Shares Purchased by IFP

Dimensional U.S. Small Cap ETF $DFAS Shares Purchased by IFP Advisors Inc

IFP Advisors Inc grew its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 988.1% in the 3rd quarter, according to...
Schwab International Equity ETF $SCHF is Charles Schwab Trus

Schwab International Equity ETF $SCHF is Charles Schwab Trust Co’s 5th Largest Position

Charles Schwab Trust Co boosted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.5% in the 4th...
Charles Schwab Trust Co Trims Stock Holdings in iShares Core

Charles Schwab Trust Co Trims Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Charles Schwab Trust Co reduced its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 56.8% in the...
Charles Schwab Trust Co Has $113.42 Million Position in Schw

Charles Schwab Trust Co Has $113.42 Million Position in Schwab US Large-Cap ETF $SCHX

Charles Schwab Trust Co raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.2% during the 4th quarter,...
Breakwater Capital Group Grows Stock Position in Putnam Focu

Breakwater Capital Group Grows Stock Position in Putnam Focused Large Cap Value ETF $PVAL

Breakwater Capital Group boosted its position in Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 190.4% during the fourth...
Charles Schwab Trust Co Has $145.25 Million Stock Holdings i

Charles Schwab Trust Co Has $145.25 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Charles Schwab Trust Co grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.5% during the fourth quarter,...
Vanguard Growth ETF $VUG Holdings Lifted by Dagco Inc.

Vanguard Growth ETF $VUG Holdings Lifted by Dagco Inc.

Dagco Inc. boosted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.0% in the fourth quarter, according to its most recent...
Loews Corporation $L Shares Sold by Swiss Life Asset Managem

Loews Corporation $L Shares Sold by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd decreased its stake in Loews Corporation (NYSE:L – Free Report) by 29.3% during the 3rd quarter, according to...
Loews Corporation $L Shares Sold by Swiss Life Asset Managem

Loews Corporation $L Shares Sold by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd decreased its stake in Loews Corporation (NYSE:L – Free Report) by 29.3% during the 3rd quarter, according to...
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