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Tudor Investment Corp ET AL Reduces Stock Position in Fortuna Mining Corp. $FSM
Tudor Investment Corp ET AL trimmed its position in Fortuna Mining Corp. (NYSE:FSM – Free Report) (TSE:FVI) by 74.4% during the third quarter, Holdings Channel.com reports. The firm owned 25,378 shares of the basic materials... More of this article »
PennyMac Mortgage Investment Trust $PMT Holdings Reduced by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL decreased its stake in shares of PennyMac Mortgage Investment Trust (NYSE:PMT – Free Report) by 93.1% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 11,549 shares... More of this article »
Wealth Enhancement Advisory Services LLC Buys 12,828 Shares of Fluor Corporation $FLR
Wealth Enhancement Advisory Services LLC lifted its stake in Fluor Corporation (NYSE:FLR – Free Report) by 31.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Park Edge Advisors LLC Invests $974,000 in Welltower Inc. $WELL
Park Edge Advisors LLC acquired a new position in Welltower Inc. (NYSE:WELL – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kavar Capital Partners Group LLC Acquires New Position in Avantis U.S. Equity ETF $AVUS
Kavar Capital Partners Group LLC bought a new position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
MRA Advisory Group Invests $6.71 Million in VanEck Junior Gold Miners ETF $GDXJ
MRA Advisory Group acquired a new position in VanEck Junior Gold Miners ETF (NYSEARCA:GDXJ – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Park Edge Advisors LLC Decreases Stock Position in iShares Bitcoin Trust ETF $IBIT
Park Edge Advisors LLC cut its holdings in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 53.5% during the 4th quarter, HoldingsChannel.com reports. The fund owned 31,535 shares of the company’s stock after selling... More of this article »
Simplify High Yield ETF $CDX is Park Edge Advisors LLC’s 2nd Largest Position
Park Edge Advisors LLC boosted its position in shares of Simplify High Yield ETF (NYSEARCA:CDX – Free Report) by 4.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 753,087 shares of the company’s... More of this article »
Park Edge Advisors LLC Purchases Shares of 38,926 VanEck Gold Miners ETF $GDX
Park Edge Advisors LLC acquired a new position in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Forte Asset Management LLC Makes New Investment in iShares U.S. Infrastructure ETF $IFRA
Forte Asset Management LLC bought a new position in iShares U.S. Infrastructure ETF (BATS:IFRA – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
StoneCrest Wealth Management Inc. Acquires Shares of 178,814 FT Vest Rising Dividend Achievers Target Income ETF $RDVI
StoneCrest Wealth Management Inc. acquired a new position in FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Marino Stram & Associates LLC Sells 18,139 Shares of Nuveen ESG Large-Cap Value ETF $NULV
Marino Stram & Associates LLC decreased its position in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 74.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Park Edge Advisors LLC Grows Stock Position in AbbVie Inc. $ABBV
Park Edge Advisors LLC boosted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 57.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
6,946 Shares in Bloom Energy Corporation $BE Purchased by StoneCrest Wealth Management Inc.
StoneCrest Wealth Management Inc. acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
SigFig Wealth Management LLC Boosts Position in Schwab U.S. Aggregate Bond ETF $SCHZ
SigFig Wealth Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 10.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 469,825 shares of the company’s... More of this article »
Louisbourg Investments Inc. Buys Shares of 24,640 FirstService Corporation $FSV
Louisbourg Investments Inc. bought a new position in shares of FirstService Corporation (NASDAQ:FSV – Free Report) (TSE:FSV) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Louisbourg Investments Inc. Invests $7.27 Million in Boyd Group Services Inc. $BGSI
Louisbourg Investments Inc. bought a new stake in shares of Boyd Group Services Inc. (NYSE:BGSI – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 46,456 shares of the company’s stock, valued... More of this article »
Louisbourg Investments Inc. Sells 45,260 Shares of Canadian Natural Resources Limited $CNQ
Louisbourg Investments Inc. trimmed its holdings in Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 25.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Thomson Reuters Corp $TRI Shares Acquired by Louisbourg Investments Inc.
Louisbourg Investments Inc. lifted its stake in Thomson Reuters Corp (NASDAQ:TRI – Free Report) by 222.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Louisbourg Investments Inc. Lowers Stock Holdings in Agilent Technologies, Inc. $A
Louisbourg Investments Inc. lessened its holdings in Agilent Technologies, Inc. (NYSE:A – Free Report) by 26.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 35,874... More of this article »
Louisbourg Investments Inc. Sells 25,929 Shares of Bank of Nova Scotia (The) $BNS
Louisbourg Investments Inc. decreased its stake in Bank of Nova Scotia (The) (NYSE:BNS – Free Report) (TSE:BNS) by 25.1% during the 4th quarter, HoldingsChannel reports. The fund owned 77,235 shares of the bank’s stock... More of this article »
Danaher Corporation $DHR Shares Sold by Louisbourg Investments Inc.
Louisbourg Investments Inc. cut its stake in Danaher Corporation (NYSE:DHR – Free Report) by 15.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 18,064 shares of the conglomerate’s... More of this article »
Heck Capital Advisors LLC Purchases 11,873 Shares of Goldman Sachs Ultra Short Bond ETF $GSST
Heck Capital Advisors LLC boosted its position in Goldman Sachs Ultra Short Bond ETF (BATS:GSST – Free Report) by 196.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 17,919 shares of the company’s... More of this article »
T-Mobile US, Inc. $TMUS Shares Acquired by Louisbourg Investments Inc.
Louisbourg Investments Inc. lifted its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 53.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 41,923 shares of the Wireless communications provider’s... More of this article »
Louisbourg Investments Inc. Sells 21,458 Shares of Wheaton Precious Metals Corp. $WPM
Louisbourg Investments Inc. decreased its holdings in Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 19.0% in the 4th quarter, HoldingsChannel reports. The fund owned 91,770 shares of the company’s stock after... More of this article »
Fidelity NASDAQ Composite Index ETF $ONEQ Stake Decreased by Heck Capital Advisors LLC
Heck Capital Advisors LLC reduced its stake in shares of Fidelity NASDAQ Composite Index ETF (NASDAQ:ONEQ – Free Report) by 3.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 593,575... More of this article »
Oak Root LLC Sells 91,749 Shares of Avantis Emerging Markets Equity ETF $AVEM
Oak Root LLC lessened its holdings in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 7.9% in the fourth quarter, Holdings Channel reports. The firm owned 1,075,466 shares of the company’s... More of this article »
Heck Capital Advisors LLC Purchases 13,145 Shares of iShares 3-7 Year Treasury Bond ETF $IEI
Heck Capital Advisors LLC increased its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 21.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 73,396 shares of... More of this article »
Heck Capital Advisors LLC Trims Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL
Heck Capital Advisors LLC lowered its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 1.8% during the fourth quarter, Holdings Channel reports. The fund owned 153,283 shares of the company’s... More of this article »
iShares MBS ETF $MBB Shares Bought by Heck Capital Advisors LLC
Heck Capital Advisors LLC grew its holdings in iShares MBS ETF (NASDAQ:MBB – Free Report) by 13.4% during the fourth quarter, HoldingsChannel reports. The firm owned 163,535 shares of the company’s stock after acquiring... More of this article »
Heck Capital Advisors LLC Increases Position in VanEck Uranium and Nuclear ETF $NLR
Heck Capital Advisors LLC increased its position in shares of VanEck Uranium and Nuclear ETF (NYSEARCA:NLR – Free Report) by 109.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Heck Capital Advisors LLC Increases Stock Position in JPMorgan BetaBuilders U.S. Aggregate Bond ETF $BBAG
Heck Capital Advisors LLC raised its stake in shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF (NYSEARCA:BBAG – Free Report) by 13.0% in the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Adobe Inc. $ADBE Shares Acquired by HF Advisory Group LLC
HF Advisory Group LLC lifted its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2,251.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
SPDR Portfolio Intermediate Term Treasury ETF $SPTI Shares Bought by Oregon Pacific Wealth Management LLC
Oregon Pacific Wealth Management LLC raised its holdings in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 90.6% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Schwab US Broad Market ETF $SCHB Stake Boosted by Genesee Capital Advisors LLC
Genesee Capital Advisors LLC grew its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 13.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Oregon Pacific Wealth Management LLC Trims Stake in SPDR Portfolio Long Term Treasury ETF $SPTL
Oregon Pacific Wealth Management LLC lowered its position in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 58.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
First Trust Dorsey Wright International Focus 5 ETF $IFV Shares Sold by Genesee Capital Advisors LLC
Genesee Capital Advisors LLC lessened its holdings in shares of First Trust Dorsey Wright International Focus 5 ETF (NASDAQ:IFV – Free Report) by 26.9% in the fourth quarter, according to the company in its most recent filing... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Stock Position Lowered by Tenon Financial LLC
Tenon Financial LLC lessened its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 7.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
HF Advisory Group LLC Acquires 20,725 Shares of Mondelez International, Inc. $MDLZ
HF Advisory Group LLC increased its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 254.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
SigFig Wealth Management LLC Acquires 206,261 Shares of iShares Core Total USD Bond Market ETF $IUSB
SigFig Wealth Management LLC grew its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 4.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Trust Co. of Vermont Sells 5,946 Shares of The Clorox Company $CLX
Trust Co. of Vermont lessened its holdings in shares of The Clorox Company (NYSE:CLX – Free Report) by 26.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
SigFig Wealth Management LLC Has $13.71 Million Stake in Vanguard Total International Bond ETF $BNDX
SigFig Wealth Management LLC raised its position in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 6.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 283,807 shares... More of this article »
Trust Co. of Vermont Sells 72,334 Shares of Comcast Corporation $CMCSA
Trust Co. of Vermont decreased its holdings in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 47.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
SigFig Wealth Management LLC Purchases Shares of 51,352 iShares Russell Top 200 Value ETF $IWX
SigFig Wealth Management LLC purchased a new position in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
SigFig Wealth Management LLC Grows Stock Position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC
SigFig Wealth Management LLC grew its stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 2.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor ... More of this article »
Genesis Financial Group LLC Invests $890,000 in Lemonade, Inc. $LMND
Genesis Financial Group LLC purchased a new position in shares of Lemonade, Inc. (NYSE:LMND – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Genesis Financial Group LLC Purchases New Position in First Trust Nasdaq Cybersecurity ETF $CIBR
Genesis Financial Group LLC purchased a new stake in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 30,040 shares of the company’s... More of this article »
Genesis Financial Group LLC Makes New Investment in Pan American Silver Corp. $PAAS
Genesis Financial Group LLC acquired a new stake in shares of Pan American Silver Corp. (NYSE:PAAS – Free Report) (TSE:PAAS) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired... More of this article »