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Asempa Wealth Advisors Invests $515,000 in JPMorgan U.S. Mom

Asempa Wealth Advisors Invests $515,000 in JPMorgan U.S. Momentum Factor ETF $JMOM

Asempa Wealth Advisors purchased a new stake in shares of JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM – Free Report) during the fourth...
1,727 Shares in Vanguard Mega Cap Growth ETF $MGK Bought by

1,727 Shares in Vanguard Mega Cap Growth ETF $MGK Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) during the fourth quarter,...
Asempa Wealth Advisors Purchases New Stake in Vanguard Mid-C

Asempa Wealth Advisors Purchases New Stake in Vanguard Mid-Cap Value ETF $VOE

Asempa Wealth Advisors acquired a new position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the fourth quarter,...
Asempa Wealth Advisors Acquires New Position in iShares MSCI

Asempa Wealth Advisors Acquires New Position in iShares MSCI Emerging Markets ETF $EEM

Asempa Wealth Advisors acquired a new position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the fourth...
Critical Contrast: Blaize (NASDAQ:BZAI) and Plum Acquisition

Critical Contrast: Blaize (NASDAQ:BZAI) and Plum Acquisition Corp. IV (NASDAQ:PLMK)

Plum Acquisition Corp. IV (NASDAQ:PLMK – Get Free Report) and Blaize (NASDAQ:BZAI – Get Free Report) are both small-cap financial...
Asempa Wealth Advisors Takes $610,000 Position in Vanguard I

Asempa Wealth Advisors Takes $610,000 Position in Vanguard International Dividend Appreciation ETF $VIGI

Asempa Wealth Advisors acquired a new stake in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) during the fourth...
Asempa Wealth Advisors Acquires New Position in iShares MSCI

Asempa Wealth Advisors Acquires New Position in iShares MSCI Emerging Markets ETF $EEM

Asempa Wealth Advisors acquired a new position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the fourth...
Critical Contrast: Blaize (NASDAQ:BZAI) and Plum Acquisition

Critical Contrast: Blaize (NASDAQ:BZAI) and Plum Acquisition Corp. IV (NASDAQ:PLMK)

Plum Acquisition Corp. IV (NASDAQ:PLMK – Get Free Report) and Blaize (NASDAQ:BZAI – Get Free Report) are both small-cap financial...
Asempa Wealth Advisors Invests $744,000 in iShares MSCI ACWI

Asempa Wealth Advisors Invests $744,000 in iShares MSCI ACWI ETF $ACWI

Asempa Wealth Advisors acquired a new stake in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) in the fourth quarter, according to its most...
Asempa Wealth Advisors Purchases New Position in iShares ESG

Asempa Wealth Advisors Purchases New Position in iShares ESG Advanced MSCI USA ETF $USXF

Asempa Wealth Advisors bought a new stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) during the fourth quarter,...
Asempa Wealth Advisors Takes $735,000 Position in iShares Co

Asempa Wealth Advisors Takes $735,000 Position in iShares Core U.S. Aggregate Bond ETF $AGG

Asempa Wealth Advisors acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the fourth quarter,...
Financial Contrast: SVB Financial Group (OTCMKTS:SIVBQ) & Si

Financial Contrast: SVB Financial Group (OTCMKTS:SIVBQ) & Signature Bank (NASDAQ:SBNY)

Institutional & Insider Ownership 11.1% of Signature Bank shares are owned by institutional investors. Comparatively, 8.7% of SVB Financial Group...
Financial Contrast: SVB Financial Group (OTCMKTS:SIVBQ) & Si

Financial Contrast: SVB Financial Group (OTCMKTS:SIVBQ) & Signature Bank (NASDAQ:SBNY)

Institutional & Insider Ownership 11.1% of Signature Bank shares are owned by institutional investors. Comparatively, 8.7% of SVB Financial Group...
Asempa Wealth Advisors Makes New $491,000 Investment in SPDR

Asempa Wealth Advisors Makes New $491,000 Investment in SPDR S&P Global Natural Resources ETF $GNR

Asempa Wealth Advisors bought a new position in shares of SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR – Free Report) during the...
4,649 Shares in iShares ESG Aware MSCI USA ETF $ESGU Bought

4,649 Shares in iShares ESG Aware MSCI USA ETF $ESGU Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) in the fourth quarter, according to...
Asempa Wealth Advisors Purchases Shares of 5,697 Invesco S&P

Asempa Wealth Advisors Purchases Shares of 5,697 Invesco S&P 500 Momentum ETF $SPMO

Asempa Wealth Advisors acquired a new position in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) in the 4th quarter, according...
Asempa Wealth Advisors Takes $540,000 Position in Schwab U.S

Asempa Wealth Advisors Takes $540,000 Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Asempa Wealth Advisors acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to...
Asempa Wealth Advisors Buys Shares of 11,412 BlackRock U.S.

Asempa Wealth Advisors Buys Shares of 11,412 BlackRock U.S. Carbon Transition Readiness ETF $LCTU

Asempa Wealth Advisors acquired a new position in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) in the...
Asempa Wealth Advisors Takes $832,000 Position in iShares Ex

Asempa Wealth Advisors Takes $832,000 Position in iShares Expanded Tech Sector ETF $IGM

Asempa Wealth Advisors purchased a new stake in iShares Expanded Tech Sector ETF (NYSEARCA:IGM – Free Report) in the 4th quarter, according to...
12,569 Shares in iShares U.S. Healthcare ETF $IYH Purchased

12,569 Shares in iShares U.S. Healthcare ETF $IYH Purchased by Asempa Wealth Advisors

Asempa Wealth Advisors bought a new stake in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) in the fourth quarter,...
3,026 Shares in Arthur J. Gallagher & Co. $AJG Bought by Ase

3,026 Shares in Arthur J. Gallagher & Co. $AJG Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) in the 4th quarter, according...
3,026 Shares in Arthur J. Gallagher & Co. $AJG Bought by Ase

3,026 Shares in Arthur J. Gallagher & Co. $AJG Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) in the 4th quarter, according...
Asempa Wealth Advisors Makes New Investment in iShares Globa

Asempa Wealth Advisors Makes New Investment in iShares Global Tech ETF $IXN

Asempa Wealth Advisors bought a new position in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) in the 4th quarter, according to the...
Asempa Wealth Advisors Purchases Shares of 15,293 iShares U.

Asempa Wealth Advisors Purchases Shares of 15,293 iShares U.S. Regional Banks ETF $IAT

Asempa Wealth Advisors purchased a new stake in iShares U.S. Regional Banks ETF (NYSEARCA:IAT – Free Report) during the fourth quarter,...
Asempa Wealth Advisors Takes Position in iShares 3-7 Year Tr

Asempa Wealth Advisors Takes Position in iShares 3-7 Year Treasury Bond ETF $IEI

Asempa Wealth Advisors bought a new stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the fourth quarter,...
6,130 Shares in Vanguard High Dividend Yield ETF $VYM Bought

6,130 Shares in Vanguard High Dividend Yield ETF $VYM Bought by Asempa Wealth Advisors

Asempa Wealth Advisors bought a new stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the 4th quarter,...
Asempa Wealth Advisors Purchases Shares of 12,187 Avantis Em

Asempa Wealth Advisors Purchases Shares of 12,187 Avantis Emerging Markets Equity ETF $AVEM

Asempa Wealth Advisors acquired a new position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) in the 4th...
Asempa Wealth Advisors Takes $1 Million Position in iShares

Asempa Wealth Advisors Takes $1 Million Position in iShares MSCI Intl Value Factor ETF $IVLU

Asempa Wealth Advisors acquired a new stake in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) in the fourth quarter,...
Asempa Wealth Advisors Purchases New Stake in SPDR Portfolio

Asempa Wealth Advisors Purchases New Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Asempa Wealth Advisors purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) in the fourth...
Asempa Wealth Advisors Purchases Shares of 12,187 Avantis Em

Asempa Wealth Advisors Purchases Shares of 12,187 Avantis Emerging Markets Equity ETF $AVEM

Asempa Wealth Advisors acquired a new position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) in the 4th...
21,909 Shares in iShares U.S. Energy ETF $IYE Bought by Asem

21,909 Shares in iShares U.S. Energy ETF $IYE Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new stake in iShares U.S. Energy ETF (NYSEARCA:IYE – Free Report) in the 4th quarter, according to the...
4,967 Shares in iShares S&P 500 Value ETF $IVE Bought by Ase

4,967 Shares in iShares S&P 500 Value ETF $IVE Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the fourth quarter, according...
Asempa Wealth Advisors Acquires New Stake in Vanguard Small-

Asempa Wealth Advisors Acquires New Stake in Vanguard Small-Cap Value ETF $VBR

Asempa Wealth Advisors bought a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) during the 4th quarter,...
Asempa Wealth Advisors Takes Position in iShares Morningstar

Asempa Wealth Advisors Takes Position in iShares Morningstar Growth ETF $ILCG

Asempa Wealth Advisors purchased a new position in iShares Morningstar Growth ETF (NYSEARCA:ILCG – Free Report) during the 4th quarter,...
Asempa Wealth Advisors Takes Position in iShares Morningstar

Asempa Wealth Advisors Takes Position in iShares Morningstar Growth ETF $ILCG

Asempa Wealth Advisors purchased a new position in iShares Morningstar Growth ETF (NYSEARCA:ILCG – Free Report) during the 4th quarter,...
17,873 Shares in iShares Morningstar Value ETF $ILCV Bought

17,873 Shares in iShares Morningstar Value ETF $ILCV Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new position in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) during the fourth...
Allworth Financial LP Lowers Stock Position in Vanguard S&P

Allworth Financial LP Lowers Stock Position in Vanguard S&P 500 Growth ETF $VOOG

Allworth Financial LP lessened its position in shares of Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 34.6% during the 3rd...
Asempa Wealth Advisors Makes New Investment in iShares Russe

Asempa Wealth Advisors Makes New Investment in iShares Russell Mid-Cap Value ETF $IWS

Asempa Wealth Advisors acquired a new stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) during the fourth...
17,873 Shares in iShares Morningstar Value ETF $ILCV Bought

17,873 Shares in iShares Morningstar Value ETF $ILCV Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new position in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) during the fourth...
Asempa Wealth Advisors Buys Shares of 8,223 Vanguard Dividen

Asempa Wealth Advisors Buys Shares of 8,223 Vanguard Dividend Appreciation ETF $VIG

Asempa Wealth Advisors bought a new stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) during the fourth quarter,...
Asempa Wealth Advisors Acquires Shares of 21,166 Vanguard FT

Asempa Wealth Advisors Acquires Shares of 21,166 Vanguard FTSE All-World ex-US ETF $VEU

Asempa Wealth Advisors bought a new position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) during the fourth...
Asempa Wealth Advisors Buys Shares of 11,425 Vanguard Russel

Asempa Wealth Advisors Buys Shares of 11,425 Vanguard Russell 1000 Value ETF $VONV

Asempa Wealth Advisors purchased a new stake in shares of Vanguard Russell 1000 Value ETF (NASDAQ:VONV – Free Report) during the fourth...
Asempa Wealth Advisors Makes New $1.58 Million Investment in

Asempa Wealth Advisors Makes New $1.58 Million Investment in iShares U.S. Technology ETF $IYW

Asempa Wealth Advisors bought a new position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) in the 4th quarter, according to the...
Asempa Wealth Advisors Acquires Shares of 6,217 Vanguard Lar

Asempa Wealth Advisors Acquires Shares of 6,217 Vanguard Large-Cap ETF $VV

Asempa Wealth Advisors bought a new position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) in the 4th quarter, according to...
Asempa Wealth Advisors Acquires Shares of 61,545 iShares U.S

Asempa Wealth Advisors Acquires Shares of 61,545 iShares U.S. Treasury Bond ETF $GOVT

Asempa Wealth Advisors purchased a new stake in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) in the 4th quarter, according to the...
Asempa Wealth Advisors Buys New Stake in iShares Russell 100

Asempa Wealth Advisors Buys New Stake in iShares Russell 1000 Value ETF $IWD

Asempa Wealth Advisors acquired a new stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the 4th quarter,...
Asempa Wealth Advisors Takes $1.17 Million Position in Fidel

Asempa Wealth Advisors Takes $1.17 Million Position in Fidelity Total Bond ETF $FBND

Asempa Wealth Advisors acquired a new stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) during the fourth quarter, according to...
Asempa Wealth Advisors Takes $1.17 Million Position in Fidel

Asempa Wealth Advisors Takes $1.17 Million Position in Fidelity Total Bond ETF $FBND

Asempa Wealth Advisors acquired a new stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) during the fourth quarter, according to...
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