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SPDR Portfolio Short Term Treasury ETF $SPTS Stock Holdings

SPDR Portfolio Short Term Treasury ETF $SPTS Stock Holdings Boosted by Boston Standard Wealth Management LLC

Boston Standard Wealth Management LLC raised its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 5.0%...
CIBC Bancorp USA Inc. Buys New Position in American Electric

CIBC Bancorp USA Inc. Buys New Position in American Electric Power Company, Inc. $AEP

CIBC Bancorp USA Inc. purchased a new position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the third...
CIBC Bancorp USA Inc. Buys New Position in American Electric

CIBC Bancorp USA Inc. Buys New Position in American Electric Power Company, Inc. $AEP

CIBC Bancorp USA Inc. purchased a new position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the third...
CIBC Bancorp USA Inc. Invests $10.24 Million in Transdigm Gr

CIBC Bancorp USA Inc. Invests $10.24 Million in Transdigm Group Incorporated $TDG

CIBC Bancorp USA Inc. acquired a new stake in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) during the 3rd quarter, according...
232,423 Shares in Janus Henderson Group plc $JHG Purchased b

232,423 Shares in Janus Henderson Group plc $JHG Purchased by CIBC Bancorp USA Inc.

CIBC Bancorp USA Inc. bought a new position in Janus Henderson Group plc (NYSE:JHG – Free Report) in the 3rd quarter, according to the company...
Boston Standard Wealth Management LLC Buys 7,351 Shares of i

Boston Standard Wealth Management LLC Buys 7,351 Shares of iShares National Muni Bond ETF $MUB

Boston Standard Wealth Management LLC lifted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 3.6% during...
Boston Standard Wealth Management LLC Boosts Stake in Vangua

Boston Standard Wealth Management LLC Boosts Stake in Vanguard Total Bond Market ETF $BND

Boston Standard Wealth Management LLC raised its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 3.7% in the...
232,423 Shares in Janus Henderson Group plc $JHG Purchased b

232,423 Shares in Janus Henderson Group plc $JHG Purchased by CIBC Bancorp USA Inc.

CIBC Bancorp USA Inc. bought a new position in Janus Henderson Group plc (NYSE:JHG – Free Report) in the 3rd quarter, according to the company...
Ecolab Inc. (NYSE:ECL) Given Consensus Rating of “Moderate B

Ecolab Inc. (NYSE:ECL) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Ecolab Inc. (NYSE:ECL – Get Free Report) have received an average rating of “Moderate Buy” from the twenty-one brokerages...
Meta Platforms, Inc. (NASDAQ:META) Given Consensus Rating of

Meta Platforms, Inc. (NASDAQ:META) Given Consensus Rating of “Moderate Buy” by Brokerages

Meta Platforms, Inc. (NASDAQ:META – Get Free Report) has earned an average rating of “Moderate Buy” from the fifty research firms...
Spotify Technology (NYSE:SPOT) Given Consensus Recommendatio

Spotify Technology (NYSE:SPOT) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of Spotify Technology (NYSE:SPOT – Get Free Report) have been given an average rating of “Moderate Buy” by the thirty-four...
Canadian Pacific Kansas City (TSE:CP) Shares Pass Above 200

Canadian Pacific Kansas City (TSE:CP) Shares Pass Above 200 Day Moving Average – Here’s What Happened

Shares of Canadian Pacific Kansas City Limited (TSE:CP – Get Free Report) (NYSE:CP) passed above its two hundred day moving average during...
BCGM Wealth Management LLC Raises Position in The Lovesac Co

BCGM Wealth Management LLC Raises Position in The Lovesac Company $LOVE

BCGM Wealth Management LLC boosted its holdings in shares of The Lovesac Company (NASDAQ:LOVE – Free Report) by 77.4% in the 4th quarter,...
BCGM Wealth Management LLC Takes Position in Pfizer Inc. $PF

BCGM Wealth Management LLC Takes Position in Pfizer Inc. $PFE

BCGM Wealth Management LLC bought a new position in Pfizer Inc. (NYSE:PFE – Free Report) in the 4th quarter, according to the company in its...
BCGM Wealth Management LLC Takes Position in Pfizer Inc. $PF

BCGM Wealth Management LLC Takes Position in Pfizer Inc. $PFE

BCGM Wealth Management LLC bought a new position in Pfizer Inc. (NYSE:PFE – Free Report) in the 4th quarter, according to the company in its...
BCGM Wealth Management LLC Makes New Investment in Gilead Sc

BCGM Wealth Management LLC Makes New Investment in Gilead Sciences, Inc. $GILD

BCGM Wealth Management LLC acquired a new position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) during the 4th quarter,...
BCGM Wealth Management LLC Makes New Investment in Gilead Sc

BCGM Wealth Management LLC Makes New Investment in Gilead Sciences, Inc. $GILD

BCGM Wealth Management LLC acquired a new position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) during the 4th quarter,...
Allworth Financial LP Acquires 9,361 Shares of The Charles S

Allworth Financial LP Acquires 9,361 Shares of The Charles Schwab Corporation $SCHW

Allworth Financial LP increased its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 22.1% in the 3rd quarter, according to...
66,317 Shares in Dimensional International Value ETF $DFIV B

66,317 Shares in Dimensional International Value ETF $DFIV Bought by Baring Financial LLC

Baring Financial LLC acquired a new stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) during the fourth...
Allworth Financial LP Acquires 9,361 Shares of The Charles S

Allworth Financial LP Acquires 9,361 Shares of The Charles Schwab Corporation $SCHW

Allworth Financial LP increased its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 22.1% in the 3rd quarter, according to...
Alternative Investment Advisors LLC. Purchases 2,808 Shares

Alternative Investment Advisors LLC. Purchases 2,808 Shares of Broadcom Inc. $AVGO

Alternative Investment Advisors LLC. raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 116.5% during the third...
Alternative Investment Advisors LLC. Purchases 2,808 Shares

Alternative Investment Advisors LLC. Purchases 2,808 Shares of Broadcom Inc. $AVGO

Alternative Investment Advisors LLC. raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 116.5% during the third...
19,323 Shares in Invesco S&P 500 Top 50 ETF $XLG Bought by B

19,323 Shares in Invesco S&P 500 Top 50 ETF $XLG Bought by Baring Financial LLC

Baring Financial LLC bought a new position in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) during the 4th quarter, according to...
BCGM Wealth Management LLC Grows Stake in iShares MSCI USA M

BCGM Wealth Management LLC Grows Stake in iShares MSCI USA Momentum Factor ETF $MTUM

BCGM Wealth Management LLC boosted its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 45.0% during the...
BCGM Wealth Management LLC Has $5.73 Million Stake in Diamon

BCGM Wealth Management LLC Has $5.73 Million Stake in Diamond Hill Investment Group, Inc. $DHIL

BCGM Wealth Management LLC grew its holdings in Diamond Hill Investment Group, Inc. (NASDAQ:DHIL – Free Report) by 65.6% during the fourth...
Bay Rivers Group Boosts Stock Holdings in Netflix, Inc. $NFL

Bay Rivers Group Boosts Stock Holdings in Netflix, Inc. $NFLX

Bay Rivers Group grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 868.5% during the 4th quarter, according to the company in...
Bay Rivers Group Boosts Stock Holdings in Netflix, Inc. $NFL

Bay Rivers Group Boosts Stock Holdings in Netflix, Inc. $NFLX

Bay Rivers Group grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 868.5% during the 4th quarter, according to the company in...
Baldwin Wealth Partners LLC MA Invests $1.11 Million in Nu H

Baldwin Wealth Partners LLC MA Invests $1.11 Million in Nu Holdings Ltd. $NU

Baldwin Wealth Partners LLC MA bought a new stake in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) in the fourth quarter, according to the...
BCGM Wealth Management LLC Sells 34,587 Shares of iShares MS

BCGM Wealth Management LLC Sells 34,587 Shares of iShares MSCI USA Quality Factor ETF $QUAL

BCGM Wealth Management LLC reduced its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 39.0% in the 4th...
Dimensional Core Fixed Income ETF $DFCF is Bannerman Wealth

Dimensional Core Fixed Income ETF $DFCF is Bannerman Wealth Management Group LLC’s 2nd Largest Position

Bannerman Wealth Management Group LLC increased its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 4.7%...
Baring Financial LLC Increases Stake in iShares Floating Rat

Baring Financial LLC Increases Stake in iShares Floating Rate Bond ETF $FLOT

Baring Financial LLC grew its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 14.6% in the fourth quarter,...
Bay Rivers Group Buys New Shares in Bloom Energy Corporation

Bay Rivers Group Buys New Shares in Bloom Energy Corporation $BE

Bay Rivers Group bought a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the fourth quarter, according to...
Vanguard Mega Cap Growth ETF $MGK is Baring Financial LLC’s

Vanguard Mega Cap Growth ETF $MGK is Baring Financial LLC’s 3rd Largest Position

Baring Financial LLC increased its holdings in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 46.3% during the fourth...
Dimensional U.S. Small Cap ETF $DFAS is Bannerman Wealth Man

Dimensional U.S. Small Cap ETF $DFAS is Bannerman Wealth Management Group LLC’s 4th Largest Position

Bannerman Wealth Management Group LLC raised its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 4.7%...
JPMorgan Active Value ETF $JAVA Holdings Lifted by BCGM Weal

JPMorgan Active Value ETF $JAVA Holdings Lifted by BCGM Wealth Management LLC

BCGM Wealth Management LLC increased its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 33.7% in the 4th quarter,...
Baldwin Wealth Partners LLC MA Purchases New Position in Ser

Baldwin Wealth Partners LLC MA Purchases New Position in ServiceTitan Inc. $TTAN

Baldwin Wealth Partners LLC MA acquired a new stake in shares of ServiceTitan Inc. (NASDAQ:TTAN – Free Report) during the 4th quarter,...
VanEck Gold Miners ETF $GDX Stake Increased by Baldwin Wealt

VanEck Gold Miners ETF $GDX Stake Increased by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA grew its holdings in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 47.0% during the fourth quarter,...
Baring Financial LLC Has $12.22 Million Stake in Invesco NAS

Baring Financial LLC Has $12.22 Million Stake in Invesco NASDAQ 100 ETF $QQQM

Baring Financial LLC raised its holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 415.1% during the fourth quarter, according...
Baring Financial LLC Purchases 13,823 Shares of Vanguard Div

Baring Financial LLC Purchases 13,823 Shares of Vanguard Dividend Appreciation ETF $VIG

Baring Financial LLC raised its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 168.6% in the 4th quarter,...
Bay Rivers Group Has $2.12 Million Stock Holdings in Service

Bay Rivers Group Has $2.12 Million Stock Holdings in ServiceNow, Inc. $NOW

Bay Rivers Group increased its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 385.4% in the fourth quarter, according to...
Bay Rivers Group Has $2.12 Million Stock Holdings in Service

Bay Rivers Group Has $2.12 Million Stock Holdings in ServiceNow, Inc. $NOW

Bay Rivers Group increased its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 385.4% in the fourth quarter, according to...
Baldwin Wealth Partners LLC MA Buys New Stake in Lineage, In

Baldwin Wealth Partners LLC MA Buys New Stake in Lineage, Inc. $LINE

Baldwin Wealth Partners LLC MA purchased a new position in Lineage, Inc. (NASDAQ:LINE – Free Report) in the 4th quarter, according to the...
Global X Silver Miners ETF $SIL Shares Bought by Baldwin Wea

Global X Silver Miners ETF $SIL Shares Bought by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA increased its stake in shares of Global X Silver Miners ETF (NYSEARCA:SIL – Free Report) by 96.3% in the 4th...
Baldwin Wealth Partners LLC MA Buys 4,754 Shares of Baidu, I

Baldwin Wealth Partners LLC MA Buys 4,754 Shares of Baidu, Inc. $BIDU

Baldwin Wealth Partners LLC MA grew its stake in Baidu, Inc. (NASDAQ:BIDU – Free Report) by 37.6% in the fourth quarter, according to the...
Baldwin Wealth Partners LLC MA Buys 4,754 Shares of Baidu, I

Baldwin Wealth Partners LLC MA Buys 4,754 Shares of Baidu, Inc. $BIDU

Baldwin Wealth Partners LLC MA grew its stake in Baidu, Inc. (NASDAQ:BIDU – Free Report) by 37.6% in the fourth quarter, according to the...
Baldwin Wealth Partners LLC MA Grows Stake in Goldman Sachs

Baldwin Wealth Partners LLC MA Grows Stake in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL

Baldwin Wealth Partners LLC MA raised its holdings in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by...
iShares Silver Trust $SLV Shares Acquired by Baldwin Wealth

iShares Silver Trust $SLV Shares Acquired by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA grew its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 101.1% during the fourth quarter,...
Baring Financial LLC Has $5.11 Million Stock Position in iSh

Baring Financial LLC Has $5.11 Million Stock Position in iShares Short Treasury Bond ETF $SHV

Baring Financial LLC boosted its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 12.5% during the 4th quarter,...
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