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14,472 articles
Dynamic Advisor Solutions LLC Trims Stock Position in iShares Core S&P U.S. Value ETF $IUSV
Dynamic Advisor Solutions LLC trimmed its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 12.1% in the...
Elevation Wealth Partners LLC Has $942,000 Position in First Trust Institutional Preferred Securities and Income ETF $FPEI
Elevation Wealth Partners LLC lessened its position in First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI – Free...
International Business Machines Corporation $IBM Stake Lessened by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lessened its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 14.1% in the 4th...
International Business Machines Corporation $IBM Stake Lessened by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lessened its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 14.1% in the 4th...
Dynamic Advisor Solutions LLC Decreases Holdings in Invesco Total Return Bond ETF $GTO
Dynamic Advisor Solutions LLC cut its stake in shares of Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 4.6% during the fourth...
Dynamic Advisor Solutions LLC Sells 81,644 Shares of JPMorgan Equity Premium Income ETF $JEPI
Dynamic Advisor Solutions LLC lessened its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 35.0% in...
Dimensional US Marketwide Value ETF $DFUV Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC reduced its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 24.7% in the 4th...
Dynamic Advisor Solutions LLC Reduces Stock Position in Franklin High Yield Corporate ETF $FLHY
Dynamic Advisor Solutions LLC cut its holdings in Franklin High Yield Corporate ETF (BATS:FLHY – Free Report) by 13.2% during the 4th quarter,...
Dynamic Advisor Solutions LLC Trims Stock Holdings in SPDR Gold Shares $GLD
Dynamic Advisor Solutions LLC lowered its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 33.2% in the fourth quarter,...
Vanguard FTSE Emerging Markets ETF $VWO Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lowered its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 14.7% during...
Dynamic Advisor Solutions LLC Has $7.76 Million Stock Position in Cisco Systems, Inc. $CSCO
Dynamic Advisor Solutions LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.5% in the 4th quarter, according...
First Trust TCW Unconstrained Plus Bond ETF $UCON Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lowered its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by...
Dimensional U.S. Equity ETF $DFUS is Dynamic Advisor Solutions LLC’s 7th Largest Position
Dynamic Advisor Solutions LLC cut its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 12.6% in the 4th quarter,...
Dynamic Advisor Solutions LLC Has $7.76 Million Stock Position in Cisco Systems, Inc. $CSCO
Dynamic Advisor Solutions LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.5% in the 4th quarter, according...
Dynamic Advisor Solutions LLC Lowers Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD
Dynamic Advisor Solutions LLC lowered its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 33.2%...
Dynamic Advisor Solutions LLC Has $29.06 Million Stake in Dimensional U.S. Core Equity 2 ETF $DFAC
Dynamic Advisor Solutions LLC trimmed its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 37.2% in the...
Dynamic Advisor Solutions LLC Decreases Stock Position in Mastercard Incorporated $MA
Dynamic Advisor Solutions LLC lowered its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 6.7% during the fourth...
Dynamic Advisor Solutions LLC Decreases Stock Position in Mastercard Incorporated $MA
Dynamic Advisor Solutions LLC lowered its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 6.7% during the fourth...
Centerline Wealth Advisors LLC Sells 25,177 Shares of iShares MSCI EAFE Growth ETF $EFG
Centerline Wealth Advisors LLC cut its position in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 79.2% during the 4th quarter,...
Dimensional Emerging Core Equity Market ETF $DFAE Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lessened its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 21.1% in the...
Dynamic Advisor Solutions LLC Sells 5,568 Shares of SPDR MSCI EAFE StrategicFactors ETF $QEFA
Dynamic Advisor Solutions LLC trimmed its position in SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA – Free Report) by 4.4% in the 4th...
Dynamic Advisor Solutions LLC Has $20.03 Million Position in Schwab U.S. Mid-Cap ETF $SCHM
Dynamic Advisor Solutions LLC lessened its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 28.6% during the 4th...
Dynamic Advisor Solutions LLC Trims Position in GE Aerospace $GE
Dynamic Advisor Solutions LLC decreased its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 10.5% in the fourth quarter, according...
Centerline Wealth Advisors LLC Cuts Position in Fidelity MSCI Materials Index ETF $FMAT
Centerline Wealth Advisors LLC lessened its position in Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT – Free Report) by 72.9% during the...
Elevation Wealth Partners LLC Cuts Position in Vanguard Mid-Cap ETF $VO
Elevation Wealth Partners LLC decreased its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.3% in the 4th quarter,...
Dynamic Advisor Solutions LLC Cuts Stock Holdings in iShares Russell 2000 ETF $IWM
Dynamic Advisor Solutions LLC reduced its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 40.3% in the fourth quarter,...
Centerline Wealth Advisors LLC Lowers Stake in iShares Convertible Bond ETF $ICVT
Centerline Wealth Advisors LLC lowered its holdings in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 66.6% during the 4th...
Dynamic Advisor Solutions LLC Sells 146,389 Shares of Dimensional US High Profitability ETF $DUHP
Dynamic Advisor Solutions LLC reduced its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 38.3% in the 4th...
Dynamic Advisor Solutions LLC Sells 796,554 Shares of Dimensional Core Fixed Income ETF $DFCF
Dynamic Advisor Solutions LLC cut its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 52.0% in the 4th quarter,...
Janus Henderson Short Duration Income ETF $VNLA Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC decreased its holdings in shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by...
Centerline Wealth Advisors LLC Lowers Stake in iShares 20+ Year Treasury Bond ETF $TLT
Centerline Wealth Advisors LLC cut its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 83.8% during the fourth...
Dynamic Advisor Solutions LLC Has $5.75 Million Stock Position in Vanguard High Dividend Yield ETF $VYM
Dynamic Advisor Solutions LLC reduced its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 36.0% during the 4th...
Carr Financial Group Corp Has $1.90 Million Stock Position in iShares 10-20 Year Treasury Bond ETF $TLH
Carr Financial Group Corp lowered its stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 53.8% during the fourth...
John Hancock Multifactor Mid Cap ETF $JHMM Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC trimmed its holdings in shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM – Free Report) by 25.3% in...
Elmwood Wealth Management Inc. Sells 8,775 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Elmwood Wealth Management Inc. decreased its position in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 36.1% in...
European Stocks Sink Into Correction on Trump’s Iran Escalation
European stocks slumped, with the Stoxx Europe 600 Index on course for a correction from its February record high, as the conflict in the Middle East...
It's Still Contrarian to Be Bearish: 3-Minutes MLIV
Anna Edwards, Lizzy Burden, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening...
CWA Asset Management Group LLC Reduces Position in Johnson & Johnson $JNJ
CWA Asset Management Group LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.2% during the 4th...
CWA Asset Management Group LLC Reduces Position in Johnson & Johnson $JNJ
CWA Asset Management Group LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.2% during the 4th...
Everhart Financial Group Inc. Trims Stock Holdings in JPMorgan Chase & Co. $JPM
Everhart Financial Group Inc. lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 20.4% during the fourth quarter, according to its most...
Everhart Financial Group Inc. Trims Stock Holdings in JPMorgan Chase & Co. $JPM
Everhart Financial Group Inc. lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 20.4% during the fourth quarter, according to its most...
Virtus Investment Partners, Inc. (NASDAQ:VRTS) Receives Consensus Recommendation of “Reduce” from Analysts
Shares of Virtus Investment Partners, Inc. (NASDAQ:VRTS – Get Free Report) have been given a consensus recommendation of “Reduce”...
Breakwater Capital Group Decreases Stock Position in Dimensional International Value ETF $DFIV
Breakwater Capital Group trimmed its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 26.0% in the 4th...
Swiss Life Asset Management Ltd Sells 17,346 Shares of Avery Dennison Corporation $AVY
Swiss Life Asset Management Ltd decreased its position in Avery Dennison Corporation (NYSE:AVY – Free Report) by 41.3% during the third...
Swiss Life Asset Management Ltd Sells 17,346 Shares of Avery Dennison Corporation $AVY
Swiss Life Asset Management Ltd decreased its position in Avery Dennison Corporation (NYSE:AVY – Free Report) by 41.3% during the third...
Check Point Software Technologies Ltd. $CHKP Shares Sold by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd reduced its position in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 25.9%...
Check Point Software Technologies Ltd. $CHKP Shares Sold by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd reduced its position in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 25.9%...