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State Street SPDR Portfolio S&P 500 ETF $SPYM is Capital Financial Group Inc. Co. ADV’s Largest Position
Capital Financial Group Inc. Co. ADV cut its holdings in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 3.6% during the first quarter, according to the company in its most recent disclosure... More of this article »
Evolution Wealth Management Inc. Acquires 27,738 Shares of Simplify US Equity PLUS Convexity ETF $SPYC
Evolution Wealth Management Inc. lifted its holdings in shares of Simplify US Equity PLUS Convexity ETF (NYSEARCA:SPYC – Free Report) by 37.0% during the 1st quarter, according to its most recent disclosure with the SEC. The... More of this article »
Evolution Wealth Management Inc. Has $2.36 Million Stock Holdings in iShares MSCI EAFE Value ETF $EFV
Evolution Wealth Management Inc. raised its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 72.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Hendershot Investments Inc. Has $13.11 Million Stock Position in Procter & Gamble Company (The) $PG
Hendershot Investments Inc. increased its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 7.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Evolution Wealth Management Inc. Has $891,000 Stock Position in iShares U.S. Infrastructure ETF $IFRA
Evolution Wealth Management Inc. raised its position in shares of iShares U.S. Infrastructure ETF (BATS:IFRA – Free Report) by 111.4% in the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Integrity Wealth Partners LLC Acquires New Stake in NEOS Bitcoin High Income ETF $BTCI
Integrity Wealth Partners LLC bought a new position in shares of NEOS Bitcoin High Income ETF (BATS:BTCI – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Integrity Wealth Partners LLC Takes $923,000 Position in iShares Morningstar Mid-Cap Growth ETF $IMCG
Integrity Wealth Partners LLC purchased a new stake in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Evolution Wealth Management Inc. Has $4.76 Million Position in Simplify US Equity PLUS Downside Convexity ETF $SPD
Evolution Wealth Management Inc. lifted its stake in Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD – Free Report) by 13.9% during the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Integrity Wealth Partners LLC Purchases Shares of 113,495 NEOS S&P 500 High Income ETF $SPYI
Integrity Wealth Partners LLC acquired a new stake in NEOS S&P 500 High Income ETF (BATS:SPYI – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Hendershot Investments Inc. Acquires 4,847 Shares of Paychex, Inc. $PAYX
Hendershot Investments Inc. raised its holdings in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 6.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Evolution Wealth Management Inc. Has $2.77 Million Stock Position in Simplify Aggregate Bond ETF $AGGH
Evolution Wealth Management Inc. raised its position in Simplify Aggregate Bond ETF (NYSEARCA:AGGH – Free Report) by 56.5% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Hendershot Investments Inc. Has $16.71 Million Position in Cognizant Technology Solutions Corporation $CTSH
Hendershot Investments Inc. lifted its holdings in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH – Free Report) by 16.1% during the 1st quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Integrity Wealth Partners LLC Makes New Investment in T. Rowe Price Technology ETF $TTEQ
Integrity Wealth Partners LLC acquired a new stake in T. Rowe Price Technology ETF (NASDAQ:TTEQ – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The firm acquired 40,067 shares... More of this article »
Evolution Wealth Management Inc. Has $3.15 Million Stake in Invesco NASDAQ 100 ETF $QQQM
Evolution Wealth Management Inc. boosted its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 78.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
8,489 Shares in First Trust Capital Strength ETF $FTCS Acquired by Integrity Wealth Partners LLC
Integrity Wealth Partners LLC purchased a new stake in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Hendershot Investments Inc. Increases Stock Position in FactSet Research Systems Inc. $FDS
Hendershot Investments Inc. raised its stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 50.1% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Evolution Wealth Management Inc. Reduces Stock Holdings in Pacer Swan SOS Fund of Funds ETF $PSFF
Evolution Wealth Management Inc. lessened its stake in shares of Pacer Swan SOS Fund of Funds ETF (BATS:PSFF – Free Report) by 30.7% in the first quarter, according to its most recent filing with the SEC. The fund owned 241,755... More of this article »
Hendershot Investments Inc. Raises Position in Corpay, Inc $CPAY
Hendershot Investments Inc. lifted its holdings in shares of Corpay, Inc (NYSE:CPAY – Free Report) by 21.6% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
State Street SPDR Portfolio S&P 500 ETF $SPYM is Evolution Wealth Management Inc.’s Largest Position
Evolution Wealth Management Inc. raised its position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 71.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Integrity Wealth Partners LLC Buys New Shares in NEOS Gold High Income ETF $IAUI
Integrity Wealth Partners LLC bought a new position in NEOS Gold High Income ETF (BATS:IAUI – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor ... More of this article »
Innovator Equity Managed Floor ETF $SFLR Shares Sold by Evolution Wealth Management Inc.
Evolution Wealth Management Inc. cut its stake in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 7.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
7,943 Shares in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Bought by Integrity Wealth Partners LLC
Integrity Wealth Partners LLC bought a new position in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) during the first quarter, according to its most recent disclosure with the Securities &... More of this article »
Integrity Wealth Partners LLC Invests $793,000 in iShares MSCI World ETF $URTH
Integrity Wealth Partners LLC acquired a new stake in iShares MSCI World ETF (NYSEARCA:URTH – Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »