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WJ Interests LLC Has $20.80 Million Holdings in Avantis Emerging Markets Equity ETF $AVEM
WJ Interests LLC increased its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 2.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
FSC Wealth Advisors LLC Sells 15,647 Shares of Vanguard Mega Cap Value ETF $MGV
FSC Wealth Advisors LLC decreased its holdings in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 84.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 2,861 shares of the company’s stock... More of this article »
WJ Interests LLC Has $14.19 Million Position in Strategy Shares Newfound/ReSolve Robust Momentum ETF $ROMO
WJ Interests LLC raised its position in shares of Strategy Shares Newfound/ReSolve Robust Momentum ETF (BATS:ROMO – Free Report) by 6.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
CN Energy Group. Inc. (NASDAQ:CNEY) Short Interest Down 81.7% in June
CN Energy Group. Inc. (NASDAQ:CNEY – Get Free Report) was the recipient of a large decrease in short interest in June. As of June 15th, there was short interest totaling 180,231 shares, a decrease of 81.7% from the May 31st... More of this article »
iShares U.S. Utilities ETF (NYSEARCA:IDU) Short Interest Update
iShares U.S. Utilities ETF (NYSEARCA:IDU – Get Free Report) was the target of a large decrease in short interest in June. As of June 15th, there was short interest totaling 33,079 shares, a decrease of 81.4% from the May 31st... More of this article »
Viking Acquisition Corp. I (NYSE:VACI) Short Interest Update
Viking Acquisition Corp. I (NYSE:VACI – Get Free Report) saw a significant decrease in short interest during the month of June. As of June 15th, there was short interest totaling 6,563 shares, a decrease of 81.0% from the May... More of this article »
Fiduciary Alliance LLC Sells 5,843 Shares of Aercap Holdings N.V. $AER
Fiduciary Alliance LLC reduced its stake in shares of Aercap Holdings N.V. (NYSE:AER – Free Report) by 32.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 12,175 shares of the financial services... More of this article »
Fiduciary Alliance LLC Makes New Investment in VanEck Agribusiness ETF $MOO
Fiduciary Alliance LLC purchased a new stake in VanEck Agribusiness ETF (NYSEARCA:MOO – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 35,464 shares of... More of this article »
Kestra Private Wealth Services LLC Has $12.27 Million Holdings in Uber Technologies, Inc. $UBER
Kestra Private Wealth Services LLC increased its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 7.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Liberty Global (NASDAQ:LILAK) Director Charles Bracken Purchases 4,900 Shares
Liberty Global PLC (NASDAQ:LILAK – Get Free Report) Director Charles Bracken bought 4,900 shares of the firm’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were acquired at an average price of... More of this article »
International Business Machines Corporation $IBM Stock Holdings Lowered by Silver Oak Securities Incorporated
Silver Oak Securities Incorporated cut its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 25.8% in the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
Kestra Private Wealth Services LLC Cuts Stock Holdings in Vanguard Small-Cap Value ETF $VBR
Kestra Private Wealth Services LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Northeast Investment Management Has $24.80 Million Holdings in American Tower Corporation $AMT
Northeast Investment Management lessened its stake in shares of American Tower Corporation (NYSE:AMT – Free Report) by 10.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Foster & Motley Inc. Purchases 53,030 Shares of Vanguard Total Bond Market ETF $BND
Foster & Motley Inc. grew its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 17.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 349,392... More of this article »
Schwab US Broad Market ETF $SCHB Shares Sold by Long Island Wealth Management Inc.
Long Island Wealth Management Inc. trimmed its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 23.6% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 130,116 shares... More of this article »
Schwab International Equity ETF $SCHF Stock Position Lifted by Pacific Sage Partners LLC
Pacific Sage Partners LLC increased its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Hypertension Diagnostics (OTCMKTS:HDII) vs. CVRx (NASDAQ:CVRX) Head-To-Head Contrast
Hypertension Diagnostics (OTCMKTS:HDII – Get Free Report) and CVRx (NASDAQ:CVRX – Get Free Report) are both medical companies, but which is the better stock? We will contrast the two businesses based on the strength of... More of this article »
Fiduciary Alliance LLC Trims Position in iShares Silver Trust $SLV
Fiduciary Alliance LLC reduced its stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 24.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW is Boston Standard Wealth Management LLC’s 3rd Largest Position
Boston Standard Wealth Management LLC trimmed its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.2% during the 1st quarter, Holdings Channel reports. The fund owned 959,770... More of this article »
Comstock Resources, Inc. (NYSE:CRK) Receives $17.00 Average Price Target from Analysts
Shares of Comstock Resources, Inc. (NYSE:CRK – Get Free Report) have received a consensus recommendation of “Reduce” from the nine analysts that are presently covering the company, MarketBeat Ratings reports. Three... More of this article »
Stem (NYSE:STEM) & T Stamp (NASDAQ:IDAI) Head to Head Comparison
Stem (NYSE:STEM – Get Free Report) and T Stamp (NASDAQ:IDAI – Get Free Report) are both small-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength... More of this article »
3,012 Shares in AppLovin Corporation $APP Acquired by Trust Asset Management LLC
Trust Asset Management LLC acquired a new stake in AppLovin Corporation (NASDAQ:APP – Free Report) during the 1st quarter, Holdings Channel.com reports. The firm acquired 3,012 shares of the company’s stock, valued at... More of this article »
Waterway Wealth Management LLC Has $1.89 Million Holdings in Eaton Corporation, PLC $ETN
Waterway Wealth Management LLC decreased its position in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 31.8% in the 1st quarter, HoldingsChannel reports. The firm owned 5,286 shares of the industrial products... More of this article »
iShares MSCI EAFE ETF $EFA Holdings Lessened by Waterway Wealth Management LLC
Waterway Wealth Management LLC decreased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 28.7% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Unique Wealth LLC Has $13.56 Million Position in iShares MSCI ACWI ETF $ACWI
Unique Wealth LLC lessened its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 5.0% in the first quarter, Holdings Channel.com reports. The fund owned 97,995 shares of the company’s stock after... More of this article »
Verizon Communications Inc. $VZ Shares Sold by Xcel Wealth Management LLC
Xcel Wealth Management LLC trimmed its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 27.2% during the first quarter, HoldingsChannel reports. The institutional investor owned 63,417 shares of the cell phone... More of this article »
iShares Russell 1000 Growth ETF $IWF Shares Purchased by Waterway Wealth Management LLC
Waterway Wealth Management LLC grew its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 13.7% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Unique Wealth LLC Has $1.44 Million Position in Small/Mid Cap Growth Alpha ETF $JSMD
Unique Wealth LLC increased its position in Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD – Free Report) by 457.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 18,141 shares of the company’s... More of this article »
Waterway Wealth Management LLC Takes Position in MSCI Inc $MSCI
Waterway Wealth Management LLC acquired a new stake in MSCI Inc (NYSE:MSCI – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 2,321 shares of the technology company’s... More of this article »
iShares MSCI EAFE ETF $EFA Stock Position Raised by Unique Wealth LLC
Unique Wealth LLC grew its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 2.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Sunrun (NASDAQ:RUN) Shares Gap Up – Should You Buy?
Shares of Sunrun Inc. (NASDAQ:RUN – Get Free Report) gapped up prior to trading on Wednesday . The stock had previously closed at $12.81, but opened at $15.49. Sunrun shares last traded at $15.9440, with a volume of 16,164,102... More of this article »
Unique Wealth LLC Sells 3,128 Shares of Amphenol Corporation $APH
Unique Wealth LLC reduced its position in Amphenol Corporation (NYSE:APH – Free Report) by 49.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Independent Wealth Network Inc. Has $1.24 Million Holdings in First Trust Capital Strength ETF $FTCS
Independent Wealth Network Inc. boosted its holdings in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 82.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Falcon Wealth Planning Sells 118,403 Shares of Vanguard Mid-Cap Value ETF $VOE
Falcon Wealth Planning decreased its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 75.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
State Street SPDR Portfolio S&P 500 ETF $SPYM Shares Sold by LifeWealth Investments LLC
LifeWealth Investments LLC lessened its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 18.4% in the 1st quarter, according to its most recent 13F filing with the Securities and... More of this article »
GHP Investment Advisors Inc. Purchases 3,729 Shares of Stryker Corporation $SYK
GHP Investment Advisors Inc. increased its position in Stryker Corporation (NYSE:SYK – Free Report) by 9.2% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
GHP Investment Advisors Inc. Sells 4,599 Shares of Corning Incorporated $GLW
GHP Investment Advisors Inc. cut its stake in Corning Incorporated (NYSE:GLW – Free Report) by 5.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Independent Wealth Network Inc. Takes Position in Vanguard Russell 1000 ETF $VONE
Independent Wealth Network Inc. purchased a new stake in Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
RFG Advisory LLC Boosts Stake in Schwab U.S. Large-Cap Value ETF $SCHV
RFG Advisory LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 87.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
RFG Advisory LLC Lowers Stock Position in Dimensional US Core Equity Market ETF $DFAU
RFG Advisory LLC trimmed its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 7.8% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 120,829 shares... More of this article »
HC Wainwright Issues Negative Estimate for IONS Earnings
Ionis Pharmaceuticals, Inc. (NASDAQ:IONS – Free Report) – Investment analysts at HC Wainwright dropped their Q3 2027 earnings per share (EPS) estimates for shares of Ionis Pharmaceuticals in a research note issued to investors... More of this article »
OP Asset Management Ltd Purchases New Position in Loews Corporation $L
OP Asset Management Ltd acquired a new position in shares of Loews Corporation (NYSE:L – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Trust Asset Management LLC Invests $601,000 in Robinhood Markets, Inc. $HOOD
Trust Asset Management LLC acquired a new position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
J2 Capital Management Inc Invests $649,000 in Vertiv Holdings Co. $VRT
J2 Capital Management Inc acquired a new stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
OP Asset Management Ltd Acquires Shares of 29,278 Elevance Health, Inc. $ELV
OP Asset Management Ltd acquired a new stake in Elevance Health, Inc. (NYSE:ELV – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
95,065 Shares in Costco Wholesale Corporation $COST Acquired by OP Asset Management Ltd
OP Asset Management Ltd bought a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
OP Asset Management Ltd Takes $6.55 Million Position in Transdigm Group Incorporated $TDG
OP Asset Management Ltd bought a new position in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
OP Asset Management Ltd Invests $9.05 Million in Robinhood Markets, Inc. $HOOD
OP Asset Management Ltd bought a new position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm bought 130,651 shares... More of this article »