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5,114 articles
CIBC Bancorp USA Inc. Acquires New Stake in U.S. Bancorp $USB
CIBC Bancorp USA Inc. bought a new position in U.S. Bancorp (NYSE:USB – Free Report) during the 3rd quarter, according to its most recent Form...
CIBC Bancorp USA Inc. Acquires New Stake in U.S. Bancorp $USB
CIBC Bancorp USA Inc. bought a new position in U.S. Bancorp (NYSE:USB – Free Report) during the 3rd quarter, according to its most recent Form...
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...
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...
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...
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...
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 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...
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...
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...
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...
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...
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 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 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 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,...
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 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%...
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,...
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,...
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,...
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...
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...
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,...
Allworth Financial LP Buys 6,366 Shares of Blackstone Inc. $BX
Allworth Financial LP grew its stake in Blackstone Inc. (NYSE:BX – Free Report) by 17.7% during the 3rd quarter, according to its most recent...
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 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,...
AAFMAA Wealth Management & Trust LLC Makes New Investment in iShares Gold Trust $IAU
AAFMAA Wealth Management & Trust LLC bought a new stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) during the fourth quarter,...
Aventura Private Wealth LLC Takes $549,000 Position in CME Group Inc. $CME
Aventura Private Wealth LLC bought a new position in shares of CME Group Inc. (NASDAQ:CME – Free Report) during the 4th quarter, according to...
Avior Wealth Management LLC Acquires 6,995 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES
Avior Wealth Management LLC raised its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 70.4% in the...
Aventura Private Wealth LLC Takes $549,000 Position in CME Group Inc. $CME
Aventura Private Wealth LLC bought a new position in shares of CME Group Inc. (NASDAQ:CME – Free Report) during the 4th quarter, according to...
Avior Wealth Management LLC Has $1.96 Million Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV
Avior Wealth Management LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 184.5% in...
Avior Wealth Management LLC Increases Stake in Invesco BulletShares 2030 Corporate Bond ETF $BSCU
Avior Wealth Management LLC lifted its holdings in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) by 28.1%...
Baldwin Wealth Partners LLC MA Boosts Position in JPMorgan Active Bond ETF $JBND
Baldwin Wealth Partners LLC MA lifted its holdings in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) by 3.8% during the...
Aventura Private Wealth LLC Invests $725,000 in SPDR Dow Jones Industrial Average ETF Trust $DIA
Aventura Private Wealth LLC acquired a new stake in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) in the 4th...
Baldwin Wealth Partners LLC MA Acquires 17,121 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT
Baldwin Wealth Partners LLC MA lifted its stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 7.4% in the...
Invesco BulletShares 2031 Municipal Bond ETF $BSMV Stock Position Raised by Avior Wealth Management LLC
Avior Wealth Management LLC lifted its position in Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV – Free Report) by 18.2% in the 4th...
Aventura Private Wealth LLC Purchases Shares of 5,464 iShares MSCI EAFE ETF $EFA
Aventura Private Wealth LLC acquired a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the 4th quarter, according to the...
Aventura Private Wealth LLC Purchases Shares of 5,464 iShares MSCI EAFE ETF $EFA
Aventura Private Wealth LLC acquired a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the 4th quarter, according to the...
Avior Wealth Management LLC Has $2.04 Million Stock Holdings in Invesco BulletShares 2032 Corporate Bond ETF $BSCW
Avior Wealth Management LLC grew its position in Invesco BulletShares 2032 Corporate Bond ETF (NASDAQ:BSCW – Free Report) by 173.7% in the...
Aventura Private Wealth LLC Takes Position in SPDR Nuveen ICE Municipal Bond ETF $TFI
Aventura Private Wealth LLC acquired a new stake in shares of SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI – Free Report) during the fourth...
Aventura Private Wealth LLC Purchases Shares of 1,812 SPDR Gold Shares $GLD
Aventura Private Wealth LLC acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the fourth quarter, according to the...
Avior Wealth Management LLC Acquires New Shares in Capital Group Dividend Value ETF $CGDV
Avior Wealth Management LLC acquired a new position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) in the fourth...
SPDR Gold Shares $GLD Shares Acquired by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA lifted its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.6% in the fourth quarter, according...
Baldwin Wealth Partners LLC MA Purchases 17,036 Shares of iShares TIPS Bond ETF $TIP
Baldwin Wealth Partners LLC MA lifted its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 3.8% during the 4th quarter,...
Aventura Private Wealth LLC Purchases New Shares in S&P Global Inc. $SPGI
Aventura Private Wealth LLC acquired a new position in S&P Global Inc. (NYSE:SPGI – Free Report) in the fourth quarter, according to its...
Aventura Private Wealth LLC Purchases New Shares in S&P Global Inc. $SPGI
Aventura Private Wealth LLC acquired a new position in S&P Global Inc. (NYSE:SPGI – Free Report) in the fourth quarter, according to its...
Aventura Private Wealth LLC Takes Position in Global X S&P 500 Covered Call ETF $XYLD
Aventura Private Wealth LLC bought a new position in Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD – Free Report) during the 4th...