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SPDR Portfolio Developed World ex-US ETF $SPDW Shares Acquir

SPDR Portfolio Developed World ex-US ETF $SPDW Shares Acquired by Balefire LLC

Balefire LLC raised its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 25.3% in the fourth quarter,...
Daymark Wealth Partners LLC Buys 40,989 Shares of SPDR Portf

Daymark Wealth Partners LLC Buys 40,989 Shares of SPDR Portfolio Emerging Markets ETF $SPEM

Daymark Wealth Partners LLC increased its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 19.1% in the fourth...
Morgan Stanley Sees More Gains Ahead for Europe’s Energy Sto

Morgan Stanley Sees More Gains Ahead for Europe’s Energy Stocks

Europe’s energy sector has room to extend its outperformance versus the broader market as investors are only beginning to price in a structural shift...
Daymark Wealth Partners LLC Has $36.25 Million Holdings in C

Daymark Wealth Partners LLC Has $36.25 Million Holdings in Columbia Research Enhanced Core ETF $RECS

Daymark Wealth Partners LLC grew its position in shares of Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 16.5% in the...
Daymark Wealth Partners LLC Has $15.76 Million Stock Positio

Daymark Wealth Partners LLC Has $15.76 Million Stock Position in Capital Group Growth ETF $CGGR

Daymark Wealth Partners LLC boosted its position in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 11.7% in the 4th...
First Trust Rising Dividend Achievers ETF $RDVY Shares Purch

First Trust Rising Dividend Achievers ETF $RDVY Shares Purchased by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC increased its position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 13.3%...
Vanguard S&P 500 ETF $VOO Shares Purchased by Daymark Wealth

Vanguard S&P 500 ETF $VOO Shares Purchased by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 41.0% in the fourth quarter,...
Stock Market Today: S&P 500, Dow Futures Surge Despite Iran

Stock Market Today: S&P 500, Dow Futures Surge Despite Iran Saying Trump Admin Is 'Negotiating With Itself'—Robinhood, Circle, Arm Holdings In Focus

U.S. stock futures rose on Wednesday following Tuesday’s declines. Futures of the major benchmark indices were higher. President Donald...
Stock Market Today: S&P 500, Dow Futures Surge Despite Iran

Stock Market Today: S&P 500, Dow Futures Surge Despite Iran Saying Trump Admin Is 'Negotiating With Itself'—Robinhood, Circle, Arm Holdings In Focus

U.S. stock futures rose on Wednesday following Tuesday’s declines. Futures of the major benchmark indices were higher. President Donald...
Stock Market Today: S&P 500, Dow Futures Surge Despite Iran

Stock Market Today: S&P 500, Dow Futures Surge Despite Iran Saying Trump Admin Is 'Negotiating With Itself'—Robinhood, Circle, Arm Holdings In Focus

U.S. stock futures rose on Wednesday following Tuesday’s declines. Futures of the major benchmark indices were higher. President Donald...
Stock Market Today: S&P 500, Dow Futures Surge Despite Iran

Stock Market Today: S&P 500, Dow Futures Surge Despite Iran Saying Trump Admin Is 'Negotiating With Itself'—Robinhood, Circle, Arm Holdings In Focus

U.S. stock futures rose on Wednesday following Tuesday’s declines. Futures of the major benchmark indices were higher. President Donald...
Congress Asset Management Co. Has $11.10 Million Stake in iS

Congress Asset Management Co. Has $11.10 Million Stake in iShares Core S&P 500 ETF $IVV

Congress Asset Management Co. raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1,509.2% during the 4th...
Diversified Trust Co. Has $2.47 Million Stock Holdings in Me

Diversified Trust Co. Has $2.47 Million Stock Holdings in MetLife, Inc. $MET

Diversified Trust Co. raised its holdings in MetLife, Inc. (NYSE:MET – Free Report) by 276.4% in the 4th quarter, according to the company in...
Diversified Trust Co. Has $2.47 Million Stock Holdings in Me

Diversified Trust Co. Has $2.47 Million Stock Holdings in MetLife, Inc. $MET

Diversified Trust Co. raised its holdings in MetLife, Inc. (NYSE:MET – Free Report) by 276.4% in the 4th quarter, according to the company in...
Balefire LLC Boosts Stock Position in Global X Copper Miners

Balefire LLC Boosts Stock Position in Global X Copper Miners ETF $COPX

Balefire LLC raised its holdings in Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) by 125.3% during the fourth quarter, according to...
Diversified Trust Co. Has $32.71 Million Holdings in Visa In

Diversified Trust Co. Has $32.71 Million Holdings in Visa Inc. $V

Diversified Trust Co. raised its holdings in Visa Inc. (NYSE:V – Free Report) by 32.5% during the fourth quarter, according to the company in...
Diversified Trust Co. Has $32.71 Million Holdings in Visa In

Diversified Trust Co. Has $32.71 Million Holdings in Visa Inc. $V

Diversified Trust Co. raised its holdings in Visa Inc. (NYSE:V – Free Report) by 32.5% during the fourth quarter, according to the company in...
Curated Wealth Partners LLC Invests $1.39 Million in Bain Ca

Curated Wealth Partners LLC Invests $1.39 Million in Bain Capital Specialty Finance, Inc. $BCSF

Curated Wealth Partners LLC purchased a new stake in Bain Capital Specialty Finance, Inc. (NYSE:BCSF – Free Report) in the 4th quarter,...
Diversified Trust Co. Has $32.71 Million Holdings in Visa In

Diversified Trust Co. Has $32.71 Million Holdings in Visa Inc. $V

Diversified Trust Co. raised its holdings in Visa Inc. (NYSE:V – Free Report) by 32.5% during the fourth quarter, according to the company in...
Breakthru Advisory Services LLC Makes New Investment in Schw

Breakthru Advisory Services LLC Makes New Investment in Schwab Crypto Thematic ETF $STCE

Breakthru Advisory Services LLC purchased a new stake in shares of Schwab Crypto Thematic ETF (NYSEARCA:STCE – Free Report) during the 4th...
iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Lif

iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Lifted by Balefire LLC

Balefire LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 134.7% in the fourth...
30,250 Shares in Goldman Sachs Access Treasury 0-1 Year ETF

30,250 Shares in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL Acquired by Curated Wealth Partners LLC

Curated Wealth Partners LLC purchased a new position in Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) during the...
Bath Savings Trust Co Purchases 13,841 Shares of Vanguard Sh

Bath Savings Trust Co Purchases 13,841 Shares of Vanguard Short-Term Bond ETF $BSV

Bath Savings Trust Co increased its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 20.0% during the 4th...
Curated Wealth Partners LLC Acquires 73,323 Shares of Bank o

Curated Wealth Partners LLC Acquires 73,323 Shares of Bank of America Corporation $BAC

Curated Wealth Partners LLC raised its stake in shares of Bank of America Corporation (NYSE:BAC) by 1,355.6% during the fourth quarter, according to...
Curated Wealth Partners LLC Acquires 73,323 Shares of Bank o

Curated Wealth Partners LLC Acquires 73,323 Shares of Bank of America Corporation $BAC

Curated Wealth Partners LLC raised its stake in shares of Bank of America Corporation (NYSE:BAC) by 1,355.6% during the fourth quarter, according to...
38,380 Shares in SPDR S&P Aerospace & Defense ETF $XAR Bough

38,380 Shares in SPDR S&P Aerospace & Defense ETF $XAR Bought by Breakthru Advisory Services LLC

Breakthru Advisory Services LLC purchased a new stake in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) during the 4th...
Schwab High Yield Bond ETF $SCYB is Breakthru Advisory Servi

Schwab High Yield Bond ETF $SCYB is Breakthru Advisory Services LLC’s 7th Largest Position

Breakthru Advisory Services LLC grew its stake in shares of Schwab High Yield Bond ETF (NYSEARCA:SCYB – Free Report) by 12.8% during the 4th...
Goldman Sachs Dynamic California Municipal Income ETF $GCAL

Goldman Sachs Dynamic California Municipal Income ETF $GCAL Stock Holdings Lifted by Curated Wealth Partners LLC

Curated Wealth Partners LLC increased its holdings in Goldman Sachs Dynamic California Municipal Income ETF (NYSEARCA:GCAL – Free Report) by...
Balefire LLC Invests $1.64 Million in SPDR S&P Biotech ETF $

Balefire LLC Invests $1.64 Million in SPDR S&P Biotech ETF $XBI

Balefire LLC acquired a new stake in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) in the 4th quarter, according to the company in its...
Dimensional International Core Equity Market ETF $DFAI Share

Dimensional International Core Equity Market ETF $DFAI Shares Purchased by Curated Wealth Partners LLC

Curated Wealth Partners LLC boosted its position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by...
Certified Advisory Corp Acquires 93,418 Shares of Franklin D

Certified Advisory Corp Acquires 93,418 Shares of Franklin Dynamic Municipal Bond ETF $FLMI

Certified Advisory Corp lifted its holdings in shares of Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI – Free Report) by 602.5% during the...
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Shares Bought by Ba

SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Shares Bought by Balefire LLC

Balefire LLC grew its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 14.3% in the fourth quarter, according to...
Certified Advisory Corp Buys 4,326 Shares of Fidelity MSCI I

Certified Advisory Corp Buys 4,326 Shares of Fidelity MSCI Information Technology Index ETF $FTEC

Certified Advisory Corp increased its stake in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 62.6% in the...
Certified Advisory Corp Makes New $2.43 Million Investment i

Certified Advisory Corp Makes New $2.43 Million Investment in iShares MSCI USA Quality GARP ETF $GARP

Certified Advisory Corp bought a new position in iShares MSCI USA Quality GARP ETF (BATS:GARP – Free Report) during the fourth quarter,...
ProShares Investment Grade Interest Rate Hedged $IGHG Shares

ProShares Investment Grade Interest Rate Hedged $IGHG Shares Bought by Certified Advisory Corp

Certified Advisory Corp lifted its holdings in shares of ProShares Investment Grade Interest Rate Hedged (BATS:IGHG – Free Report) by 290.2% in...
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