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4,952 articles
Breakwater Capital Group Raises Position in Simplify MBS ETF $MTBA
Breakwater Capital Group raised its position in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 25.2% during the 4th quarter, according to...
Charles Schwab Trust Co Has $22.29 Million Stock Holdings in Schwab US Small-Cap ETF $SCHA
Charles Schwab Trust Co increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 4.9% in the 4th quarter,...
Charles Schwab Trust Co Buys 13,865 Shares of Schwab Fundamental Emerging Markets Equity ETF $FNDE
Charles Schwab Trust Co increased its stake in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 3.6% in the...
Charles Schwab Trust Co Buys 17,702 Shares of Schwab International Small-Cap Equity ETF $SCHC
Charles Schwab Trust Co lifted its position in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 4.4% during the...
Charles Schwab Trust Co Buys 13,865 Shares of Schwab Fundamental Emerging Markets Equity ETF $FNDE
Charles Schwab Trust Co increased its stake in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 3.6% in the...
Breakwater Capital Group Purchases 49,109 Shares of PGIM Active High Yield Bond ETF $PHYL
Breakwater Capital Group raised its position in PGIM Active High Yield Bond ETF (NYSEARCA:PHYL – Free Report) by 73.9% during the fourth...
Schwab Fundamental International Equity ETF $FNDF Shares Acquired by Charles Schwab Trust Co
Charles Schwab Trust Co grew its holdings in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 1.3% during the...
Charles Schwab Trust Co Grows Stake in Vanguard Total Bond Market ETF $BND
Charles Schwab Trust Co grew its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.7% during the fourth...
Breakwater Capital Group Purchases 16,526 Shares of Invesco International BuyBack Achievers ETF $IPKW
Breakwater Capital Group raised its position in Invesco International BuyBack Achievers ETF (NASDAQ:IPKW – Free Report) by 14.7% during the 4th...
Breakwater Capital Group Buys 58,406 Shares of Dimensional International Core Equity Market ETF $DFAI
Breakwater Capital Group grew its stake in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 124.5%...
Breakwater Capital Group Boosts Stock Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Breakwater Capital Group grew its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by...
Breakwater Capital Group Raises Holdings in Invesco S&P MidCap Momentum ETF $XMMO
Breakwater Capital Group boosted its position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 134.9% during the fourth...
SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Shares Bought by Breakwater Capital Group
Breakwater Capital Group raised its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 206.6% during...
Breakwater Capital Group Acquires 12,428 Shares of JPMorgan Municipal ETF $JMUB
Breakwater Capital Group increased its holdings in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 29.7% in the fourth quarter, according...
Breakwater Capital Group Has $7.39 Million Holdings in Invesco RAFI Developed Markets ex-U.S. ETF $PXF
Breakwater Capital Group increased its holdings in shares of Invesco RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) by 37.9%...
Breakwater Capital Group Boosts Stock Position in iShares MSCI Intl Quality Factor ETF $IQLT
Breakwater Capital Group raised its stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 8.3% during the 4th quarter,...
Breakwater Capital Group Boosts Holdings in PIMCO Multi Sector Bond Active ETF $PYLD
Breakwater Capital Group lifted its stake in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 15.0% during the 4th...
Vanguard Mega Cap Value ETF $MGV is Breakwater Capital Group’s 4th Largest Position
Breakwater Capital Group boosted its holdings in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 11.4% during the 4th...
JPMorgan U.S. Quality Factor ETF $JQUA Stake Boosted by Breakwater Capital Group
Breakwater Capital Group increased its stake in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 11.4% in the fourth quarter,...
Elevation Wealth Partners LLC Buys 8,828 Shares of Avantis International Equity ETF $AVDE
Elevation Wealth Partners LLC lifted its stake in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 5.4% in the 4th quarter,...
Crocodile Capital Partners GmbH Acquires Shares of 187,226 Interactive Brokers Group, Inc. $IBKR
Crocodile Capital Partners GmbH acquired a new stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the 4th...
Dynamic Advisor Solutions LLC Purchases 42,671 Shares of SPDR Portfolio S&P 500 ETF $SPLG
Dynamic Advisor Solutions LLC lifted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 5.4% during the...
Crocodile Capital Partners GmbH Acquires 60,000 Shares of UBS Group AG $UBS
Crocodile Capital Partners GmbH boosted its holdings in shares of UBS Group AG (NYSE:UBS – Free Report) by 5.9% in the 4th quarter, according...
Dynamic Advisor Solutions LLC Purchases Shares of 126,889 Dimensional Global Credit ETF $DGCB
Dynamic Advisor Solutions LLC acquired a new position in Dimensional Global Credit ETF (NASDAQ:DGCB – Free Report) during the 4th quarter,...
Crocodile Capital Partners GmbH Acquires 60,000 Shares of UBS Group AG $UBS
Crocodile Capital Partners GmbH boosted its holdings in shares of UBS Group AG (NYSE:UBS – Free Report) by 5.9% in the 4th quarter, according...
Bennett Selby Investments LP Makes New $570,000 Investment in Schwab US Broad Market ETF $SCHB
Bennett Selby Investments LP purchased a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to...
Invesco Senior Loan ETF $BKLN Shares Bought by Bennett Selby Investments LP
Bennett Selby Investments LP grew its position in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 385.7% during the 4th...
TCW Transform Systems ETF $PWRD is Centerline Wealth Advisors LLC’s 6th Largest Position
Centerline Wealth Advisors LLC boosted its holdings in shares of TCW Transform Systems ETF (NASDAQ:PWRD – Free Report) by 144.9% during the 4th...
Centerline Wealth Advisors LLC Acquires Shares of 56,599 iShares 3-7 Year Treasury Bond ETF $IEI
Centerline Wealth Advisors LLC acquired a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the 4th quarter,...
JPMorgan Active Value ETF $JAVA is Centerline Wealth Advisors LLC’s 4th Largest Position
Centerline Wealth Advisors LLC lifted its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 70.6% in the 4th...
CIBC Private Wealth Group LLC Has $1.93 Million Stock Position in Invesco S&P 500 Momentum ETF $SPMO
CIBC Private Wealth Group LLC grew its stake in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 7,363.6% in the 3rd quarter,...
Financial Management Network Inc. Purchases Shares of 24,705 Cohen & Steers Natural Resources Active ETF $CSNR
Financial Management Network Inc. acquired a new position in shares of Cohen & Steers Natural Resources Active ETF (NYSEARCA:CSNR – Free...
Financial Management Network Inc. Grows Position in Fidelity Total Bond ETF $FBND
Financial Management Network Inc. raised its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 20.3% in the 4th...
Financial Management Network Inc. Grows Position in Fidelity Total Bond ETF $FBND
Financial Management Network Inc. raised its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 20.3% in the 4th...
Financial Management Network Inc. Increases Stock Holdings in Thornburg International Equity ETF $TXUE
Financial Management Network Inc. boosted its stake in Thornburg International Equity ETF (NASDAQ:TXUE – Free Report) by 16.6% during the 4th...
Dagco Inc. Acquires 371,484 Shares of SPDR Portfolio Short Term Treasury ETF $SPTS
Dagco Inc. grew its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 32.5% during the 4th quarter, according...
Financial Management Network Inc. Buys 37,435 Shares of Capital Group Short Duration Income ETF $CGSD
Financial Management Network Inc. lifted its position in Capital Group Short Duration Income ETF (NYSEARCA:CGSD – Free Report) by 16.1% in the...
Dagco Inc. Grows Position in Vanguard Short-Term Corporate Bond ETF $VCSH
Dagco Inc. increased its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 5,600.4% in the fourth...
Financial Management Network Inc. Takes Position in Apollo Global Management Inc. $APO
Financial Management Network Inc. bought a new stake in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) in the fourth quarter,...
Capital Group Conservative Equity ETF $CGCV Shares Acquired by Financial Management Network Inc.
Financial Management Network Inc. lifted its stake in Capital Group Conservative Equity ETF (NYSEARCA:CGCV – Free Report) by 19.9% during the...
Schwab U.S. Large-Cap Growth ETF $SCHG Stake Increased by Dagco Inc.
Dagco Inc. raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.6% in the fourth quarter,...
Dagco Inc. Makes New Investment in First Trust Enhanced Short Maturity ETF $FTSM
Dagco Inc. purchased a new position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) in the 4th quarter,...
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Purchased by Bayshore Asset Management LLC
Bayshore Asset Management LLC boosted its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 120.3% during the...
Financial Management Network Inc. Grows Holdings in iShares Global Infrastructure ETF $IGF
Financial Management Network Inc. raised its stake in iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) by 140.3% during the fourth...
Firethorn Wealth Partners LLC Invests $533,000 in iShares Silver Trust $SLV
Firethorn Wealth Partners LLC purchased a new position in iShares Silver Trust (NYSEARCA:SLV – Free Report) during the fourth quarter,...
Bayshore Asset Management LLC Raises Position in Dimensional International Small Cap Value ETF $DISV
Bayshore Asset Management LLC grew its holdings in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 20.4% in the 4th...
Firethorn Wealth Partners LLC Purchases New Holdings in Invesco S&P 500 Revenue ETF $RWL
Firethorn Wealth Partners LLC purchased a new stake in shares of Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) during the 4th...
Elmwood Wealth Management Inc. Purchases New Position in Vanguard Total World Stock ETF $VT
Elmwood Wealth Management Inc. acquired a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the 4th quarter, according...