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10,818 articles
iShares 1-3 Year Treasury Bond ETF $SHY Shares Bought by Cooper Financial Group
Cooper Financial Group lifted its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 66.6% during the fourth quarter,...
Fermata Advisors LLC Invests $1.20 Million in SPDR Bridgewater All Weather ETF $ALLW
Fermata Advisors LLC bought a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW – Free Report) in the fourth quarter, according to its...
Fermata Advisors LLC Purchases 49,743 Shares of PGIM Ultra Short Bond ETF $PULS
Fermata Advisors LLC lifted its position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 226.7% in the fourth quarter, according...
Genesis Private Wealth LLC Boosts Stock Position in iShares Russell 2000 ETF $IWM
Genesis Private Wealth LLC increased its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 221.9% during the 4th quarter,...
Genesis Private Wealth LLC Acquires Shares of 72,095 iShares Core MSCI EAFE ETF $IEFA
Genesis Private Wealth LLC purchased a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the 4th quarter, according to...
Genesis Private Wealth LLC Sells 5,871 Shares of Invesco S&P 500 GARP ETF $SPGP
Genesis Private Wealth LLC reduced its stake in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 18.7% during the 4th quarter,...
Vanguard Mid-Cap ETF $VO Shares Acquired by Genesis Private Wealth LLC
Genesis Private Wealth LLC grew its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1,388.1% in the 4th quarter,...
Genesis Private Wealth LLC Takes $1.41 Million Position in Harbor Commodity All-Weather Strategy ETF $HGER
Genesis Private Wealth LLC acquired a new stake in Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER – Free Report) in the fourth...
Genesis Private Wealth LLC Invests $1.51 Million in iShares S&P Mid-Cap 400 Growth ETF $IJK
Genesis Private Wealth LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) in the...
Genesis Private Wealth LLC Purchases New Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Genesis Private Wealth LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the fourth...
Genesis Private Wealth LLC Has $1.20 Million Stake in Fidelity Enhanced Mid Cap ETF $FMDE
Genesis Private Wealth LLC grew its position in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 413.0% in the fourth quarter,...
Genesis Private Wealth LLC Purchases 16,748 Shares of Vanguard FTSE Developed Markets ETF $VEA
Genesis Private Wealth LLC raised its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 145.6% in the...
Genesis Private Wealth LLC Buys 47,616 Shares of Capital Group Dividend Value ETF $CGDV
Genesis Private Wealth LLC lifted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 192.0% during the...
Genesis Private Wealth LLC Cuts Stock Position in SPDR Portfolio Short Term Treasury ETF $SPTS
Genesis Private Wealth LLC lessened its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 19.8% in the fourth...
Genesis Private Wealth LLC Invests $3.90 Million in iShares Core Total USD Bond Market ETF $IUSB
Genesis Private Wealth LLC purchased a new stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) in the 4th...
9,337 Shares in iShares S&P Mid-Cap 400 Value ETF $IJJ Purchased by Genesis Private Wealth LLC
Genesis Private Wealth LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) during the...
Genesis Private Wealth LLC Invests $4.24 Million in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC
Genesis Private Wealth LLC purchased a new stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) in the...
Genesis Private Wealth LLC Purchases Shares of 102,072 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC
Genesis Private Wealth LLC acquired a new position in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC –...
Genesis Private Wealth LLC Buys Shares of 20,675 Vanguard Mortgage-Backed Securities ETF $VMBS
Genesis Private Wealth LLC purchased a new position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) in the 4th...
Genesis Private Wealth LLC Has $1.07 Million Position in Vanguard FTSE Emerging Markets ETF $VWO
Genesis Private Wealth LLC raised its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 302.7% in the 4th quarter,...
Genesis Private Wealth LLC Makes New $566,000 Investment in iShares MSCI EAFE ETF $EFA
Genesis Private Wealth LLC purchased a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the 4th quarter, according to the...
Genesis Private Wealth LLC Makes New $566,000 Investment in iShares MSCI EAFE ETF $EFA
Genesis Private Wealth LLC purchased a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the 4th quarter, according to the...
Genesis Private Wealth LLC Takes Position in JPMorgan U.S. Tech Leaders ETF $JTEK
Genesis Private Wealth LLC bought a new position in JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK – Free Report) in the fourth quarter, according...
Genesis Private Wealth LLC Invests $598,000 in Vanguard Russell 2000 ETF $VTWO
Genesis Private Wealth LLC bought a new position in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) during the 4th quarter, according to...
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Can SoFi Shares Thrive Through Maturity?
SoFi stock reflects a high-growth fintech story balancing strong user expansion, product innovation, and rising competitive and credit risks in...
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Can SoFi Shares Thrive Through Maturity?
SoFi stock reflects a high-growth fintech story balancing strong user expansion, product innovation, and rising competitive and credit risks in...
📰
Can SoFi Shares Thrive Through Maturity?
SoFi stock reflects a high-growth fintech story balancing strong user expansion, product innovation, and rising competitive and credit risks in...
📰
Can SoFi Shares Thrive Through Maturity?
SoFi stock reflects a high-growth fintech story balancing strong user expansion, product innovation, and rising competitive and credit risks in...
📰
Can SoFi Shares Thrive Through Maturity?
SoFi stock reflects a high-growth fintech story balancing strong user expansion, product innovation, and rising competitive and credit risks in...
Cyndeo Wealth Partners LLC Sells 21,785 Shares of Capital Group International Focus Equity ETF $CGXU
Cyndeo Wealth Partners LLC trimmed its position in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 16.6% in the...
Cyndeo Wealth Partners LLC Purchases 2,837 Shares of Vanguard S&P 500 ETF $VOO
Cyndeo Wealth Partners LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 127.9% during the fourth quarter,...
Hamlin Capital Management LLC Has $247.90 Million Position in Morgan Stanley $MS
Hamlin Capital Management LLC reduced its position in Morgan Stanley (NYSE:MS – Free Report) by 7.7% in the fourth quarter, according to its...
Hamlin Capital Management LLC Has $247.90 Million Position in Morgan Stanley $MS
Hamlin Capital Management LLC reduced its position in Morgan Stanley (NYSE:MS – Free Report) by 7.7% in the fourth quarter, according to its...
Cyndeo Wealth Partners LLC Acquires 32,015 Shares of First Trust TCW Unconstrained Plus Bond ETF $UCON
Cyndeo Wealth Partners LLC lifted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 4.3%...
Green Alpha Advisors LLC Invests $504,000 in SURO Capital Corp. $SSSS
Green Alpha Advisors LLC acquired a new stake in shares of SURO Capital Corp. (NASDAQ:SSSS – Free Report) during the fourth quarter, according...
Cohen & Steers Quality Income Realty Fund, Inc. $RQI Shares Sold by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC lowered its holdings in shares of Cohen & Steers Quality Income Realty Fund, Inc. (NYSE:RQI – Free Report) by...
Cyndeo Wealth Partners LLC Cuts Position in Dimensional World ex U.S. Core Equity 2 ETF $DFAX
Cyndeo Wealth Partners LLC reduced its position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 14.1% during...
Cyndeo Wealth Partners LLC Sells 1,190 Shares of Mastercard Incorporated $MA
Cyndeo Wealth Partners LLC lessened its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 10.2% during the fourth quarter,...
Cyndeo Wealth Partners LLC Sells 1,190 Shares of Mastercard Incorporated $MA
Cyndeo Wealth Partners LLC lessened its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 10.2% during the fourth quarter,...
Cyndeo Wealth Partners LLC Raises Stock Position in Sprott Physical Gold Trust $PHYS
Cyndeo Wealth Partners LLC increased its position in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 4.3% in the 4th...
Cyndeo Wealth Partners LLC Raises Stock Position in Sprott Physical Gold Trust $PHYS
Cyndeo Wealth Partners LLC increased its position in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 4.3% in the 4th...
Old Republic International Corporation $ORI is Hamlin Capital Management LLC’s 4th Largest Position
Hamlin Capital Management LLC reduced its stake in shares of Old Republic International Corporation (NYSE:ORI – Free Report) by 7.7% in the 4th...
Cyndeo Wealth Partners LLC Buys 2,100 Shares of iShares Russell 1000 Growth ETF $IWF
Cyndeo Wealth Partners LLC raised its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 11.5% during the fourth quarter,...
Cyndeo Wealth Partners LLC Increases Stake in First Trust Core Investment Grade ETF $FTCB
Cyndeo Wealth Partners LLC raised its holdings in shares of First Trust Core Investment Grade ETF (NYSEARCA:FTCB – Free Report) by 5.0% in the...
Cyndeo Wealth Partners LLC Buys 12,423 Shares of First Trust Senior Loan ETF $FTSL
Cyndeo Wealth Partners LLC boosted its stake in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 3.2% during the fourth quarter,...
Cyndeo Wealth Partners LLC Raises Stock Position in Invesco Ultra Short Duration ETF $GSY
Cyndeo Wealth Partners LLC raised its holdings in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 3.9% during the...
Cyndeo Wealth Partners LLC Has $23.89 Million Holdings in Vanguard Small-Cap ETF $VB
Cyndeo Wealth Partners LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.7% during the 4th quarter, according...
Everpar Advisors LLC Sells 6,180 Shares of iShares S&P 500 Growth ETF $IVW
Everpar Advisors LLC reduced its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 66.4% in the fourth...