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5,119 articles
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,...
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...
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...
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 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 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 Increases Stock Holdings in Fidelity Total Bond ETF $FBND
Cyndeo Wealth Partners LLC increased its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 5.5% in the 4th quarter, according...
Cyndeo Wealth Partners LLC Increases Stock Holdings in Fidelity Total Bond ETF $FBND
Cyndeo Wealth Partners LLC increased its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 5.5% in the 4th quarter, according...
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...
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...
CIBC Private Wealth Group LLC Raises Holdings in Vanguard FTSE Europe ETF $VGK
CIBC Private Wealth Group LLC grew its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 52.8% during the 3rd...
Cyndeo Wealth Partners LLC Increases Stock Position in JPMorgan Active Value ETF $JAVA
Cyndeo Wealth Partners LLC increased its stake in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 35.2% in the 4th...
Global X Uranium ETF $URA Shares Acquired by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC grew its stake in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) by 4.3% during the 4th quarter,...
Cyndeo Wealth Partners LLC Grows Position in Principal Active High Yield ETF $YLD
Cyndeo Wealth Partners LLC increased its holdings in Principal Active High Yield ETF (NYSEARCA:YLD – Free Report) by 4.1% in the 4th quarter,...
Cyndeo Wealth Partners LLC Grows Position in Principal Active High Yield ETF $YLD
Cyndeo Wealth Partners LLC increased its holdings in Principal Active High Yield ETF (NYSEARCA:YLD – Free Report) by 4.1% in the 4th quarter,...
Schwab U.S. Large-Cap Value ETF $SCHV Shares Bought by Cooper Financial Group
Cooper Financial Group increased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 5.1% during the 4th...
JPMorgan Equity Premium Income ETF $JEPI Stock Holdings Boosted by Cooper Financial Group
Cooper Financial Group lifted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.7% in the 4th quarter,...
Cooper Financial Group Has $40.86 Million Stake in Vanguard Intermediate-Term Bond ETF $BIV
Cooper Financial Group boosted its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 7.3% during the...
Cooper Financial Group Buys 10,410 Shares of JPMorgan Active Bond ETF $JBND
Cooper Financial Group lifted its stake in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) by 8.7% during the fourth quarter,...
Cooper Financial Group Purchases 15,423 Shares of Putnam Focused Large Cap Value ETF $PVAL
Cooper Financial Group lifted its position in Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 3.7% during the 4th quarter,...
Cooper Financial Group Increases Stock Position in John Hancock Multifactor Large Cap ETF $JHML
Cooper Financial Group lifted its position in John Hancock Multifactor Large Cap ETF (NYSEARCA:JHML – Free Report) by 24.4% during the 4th...
Cooper Financial Group Has $6.17 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG
Cooper Financial Group raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 39.3% during the 4th quarter,...
Invesco Total Return Bond ETF $GTO Shares Bought by Cooper Financial Group
Cooper Financial Group grew its stake in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 221.3% during the 4th quarter, according...
93,654 Shares in Avantis Emerging Markets Equity ETF $AVEM Purchased by Cooper Financial Group
Cooper Financial Group purchased a new stake in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) in the fourth quarter,...
93,654 Shares in Avantis Emerging Markets Equity ETF $AVEM Purchased by Cooper Financial Group
Cooper Financial Group purchased a new stake in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) in the fourth quarter,...
121,730 Shares in Fidelity Enhanced International ETF $FENI Bought by Cooper Financial Group
Cooper Financial Group acquired a new stake in shares of Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) in the fourth...
Ermenegildo Zegna (NYSE:ZGN) Trading 6% Higher – Time to Buy?
Ermenegildo Zegna N.V. (NYSE:ZGN – Get Free Report) was up 6% during mid-day trading on Friday . The stock traded as high as $9.98 and last...
Cahaba Wealth Management Inc. Boosts Position in iShares Core S&P Mid-Cap ETF $IJH
Cahaba Wealth Management Inc. grew its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.6% during the...
CWA Asset Management Group LLC Purchases 21,009 Shares of Figure Technology Solutions, Inc. $FIGR
CWA Asset Management Group LLC grew its position in shares of Figure Technology Solutions, Inc. (NASDAQ:FIGR – Free Report) by 54.1% during the...
Invesco QQQ $QQQ Stock Holdings Lifted by CWA Asset Management Group LLC
CWA Asset Management Group LLC grew its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 23.4% in the 4th quarter, according to...
CWA Asset Management Group LLC Purchases 33,530 Shares of Vanguard 0-3 Month Treasury Bill ETF $VBIL
CWA Asset Management Group LLC raised its position in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 360.0% in the 4th...
45,000 Shares in Direxion Daily Semiconductors Bear 3x Shares $SOXS Purchased by Fragasso Financial Advisors Inc
Fragasso Financial Advisors Inc bought a new stake in Direxion Daily Semiconductors Bear 3x Shares (NYSEARCA:SOXS – Free Report) during the...
Confluence Investment Management LLC Takes $846,000 Position in Putnam BDC Income ETF $PBDC
Confluence Investment Management LLC bought a new stake in Putnam BDC Income ETF (NYSEARCA:PBDC – Free Report) during the fourth quarter,...
Coastline Trust Co Buys 6,447 Shares of JPMorgan Chase & Co. $JPM
Coastline Trust Co boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 30.2% during the 4th quarter, according to its most recent 13F filing...
Coastline Trust Co Buys 6,447 Shares of JPMorgan Chase & Co. $JPM
Coastline Trust Co boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 30.2% during the 4th quarter, according to its most recent 13F filing...
JPMorgan Chase & Co. $JPM is Doliver Advisors LP’s 9th Largest Position
Doliver Advisors LP increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 11.0% in the 4th quarter, according...
JPMorgan Chase & Co. $JPM is Doliver Advisors LP’s 9th Largest Position
Doliver Advisors LP increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 11.0% in the 4th quarter, according...
Everhart Financial Group Inc. Acquires New Position in Amplify Digital Payments ETF $IPAY
Everhart Financial Group Inc. bought a new position in Amplify Digital Payments ETF (NYSEARCA:IPAY – Free Report) in the 4th quarter, according...
iShares Core S&P 500 ETF $IVV Shares Acquired by American National Bank of Texas
American National Bank of Texas raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.5% in the...
Charis Legacy Partners LLC Has $13.38 Million Stake in Vanguard Total International Stock ETF $VXUS
Charis Legacy Partners LLC increased its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 4.5% during the 4th...
CIBC Private Wealth Group LLC Buys 38,675 Shares of Schwab International Equity ETF $SCHF
CIBC Private Wealth Group LLC grew its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 58.4% during the...
CIBC Private Wealth Group LLC Buys 35,783 Shares of iShares Global REIT ETF $REET
CIBC Private Wealth Group LLC boosted its stake in iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 52.6% during the third quarter,...
Schwab US Large-Cap ETF $SCHX Shares Acquired by CIBC Private Wealth Group LLC
CIBC Private Wealth Group LLC increased its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 25.7% during the...
Central Pacific Bank Trust Division Acquires New Holdings in iShares MSCI EAFE Growth ETF $EFG
Central Pacific Bank Trust Division bought a new position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) in the fourth...
Cahaba Wealth Management Inc. Has $172.98 Million Stock Position in VictoryShares Core Plus Intermediate Bond ETF $UBND
Cahaba Wealth Management Inc. boosted its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND – Free Report) by...
SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Shares Acquired by Cahaba Wealth Management Inc.
Cahaba Wealth Management Inc. increased its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 3.3%...