Home » Author Archive
Alliance Wealth Management Group Raises Position in iShares Core MSCI EAFE ETF $IEFA
Alliance Wealth Management Group raised its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Capital Group Dividend Value ETF $CGDV is Armor Investment Advisors LLC’s 9th Largest Position
Armor Investment Advisors LLC increased its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 108.2% during the 1st quarter, HoldingsChannel reports. The firm owned 215,348 shares of the company’s... More of this article »
Addison Capital Co Purchases Shares of 32,580 Vanguard Short-Term Treasury ETF $VGSH
Addison Capital Co acquired a new stake in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Addison Capital Co Invests $1.24 Million in iShares Core Dividend Growth ETF $DGRO
Addison Capital Co purchased a new stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the first quarter, HoldingsChannel.com reports. The fund purchased 17,715 shares of the company’s stock,... More of this article »
Ascentis Independent Advisors Increases Stake in Golub Capital BDC, Inc. $GBDC
Ascentis Independent Advisors raised its stake in Golub Capital BDC, Inc. (NASDAQ:GBDC – Free Report) by 116.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
American Capital Advisory LLC Acquires 16,480 Shares of Dimensional Emerging Markets Core Equity 2 ETF $DFEM
American Capital Advisory LLC boosted its holdings in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 15.3% in the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Addison Capital Co Increases Position in Philip Morris International Inc. $PM
Addison Capital Co grew its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 32.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Aljian Capital Management LLC Grows Stock Holdings in EchoStar Corporation $SATS
Aljian Capital Management LLC increased its position in shares of EchoStar Corporation (NASDAQ:SATS – Free Report) by 144.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Addison Capital Co Has $6.10 Million Position in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD
Addison Capital Co increased its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 11.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Addison Capital Co Sells 25,072 Shares of Schwab Government Money Market ETF $SGVT
Addison Capital Co trimmed its holdings in Schwab Government Money Market ETF (NYSEARCA:SGVT – Free Report) by 27.5% in the first quarter, Holdings Channel reports. The institutional investor owned 65,973 shares of the company’s... More of this article »Armor Investment Advisors LLC Purchases 57,696 Shares of Fidelity Total Bond ETF $FBND
Armor Investment Advisors LLC grew its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 224.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
26,156 Shares in Vanguard Global ex-U.S. Real Estate ETF $VNQI Acquired by Addison Capital Co
Addison Capital Co acquired a new position in Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) during the first quarter, Holdings Channel.com reports. The firm acquired 26,156 shares of the company’s... More of this article »
Invesco Total Return Bond ETF $GTO is American Capital Advisory LLC’s 4th Largest Position
American Capital Advisory LLC grew its position in shares of Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 45.1% during the first quarter, according to its most recent filing with the SEC. The firm owned 392,050... More of this article »
PIMCO Multi Sector Bond Active ETF $PYLD is Arbor Trust Wealth Advisors LLC’s 9th Largest Position
Arbor Trust Wealth Advisors LLC lifted its position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 14.4% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Addison Capital Co Grows Stake in Grayscale Bitcoin Mini Trust ETF $BTC
Addison Capital Co lifted its position in Grayscale Bitcoin Mini Trust ETF (NYSEARCA:BTC – Free Report) by 88.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Armor Investment Advisors LLC Has $11.24 Million Holdings in Capital Group Growth ETF $CGGR
Armor Investment Advisors LLC grew its holdings in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 9.7% during the first quarter, Holdings Channel.com reports. The firm owned 279,581 shares of the company’s... More of this article »
Ascentis Independent Advisors Acquires New Stake in MFS Active Intermediate Muni Bond ETF $MFSM
Ascentis Independent Advisors purchased a new stake in shares of MFS Active Intermediate Muni Bond ETF (NYSEARCA:MFSM – Free Report) in the first quarter, according to its most recent disclosure with the SEC. The firm purchased... More of this article »
AK Global Asset Management LLC Buys New Stake in iShares MSCI Emerging Markets ETF $EEM
AK Global Asset Management LLC purchased a new position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) in the 1st quarter, Holdings Channel.com reports. The firm purchased 23,800 shares of the exchange traded... More of this article »
Addison Capital Co Purchases New Holdings in iShares Select Dividend ETF $DVY
Addison Capital Co acquired a new position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 11,368 shares of the company’s... More of this article »
Addison Capital Co Buys New Shares in iShares Gold Trust $IAU
Addison Capital Co purchased a new stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 19,212 shares... More of this article »
Ascentis Independent Advisors Raises Holdings in Amphenol Corporation $APH
Ascentis Independent Advisors increased its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 110.4% in the 1st quarter, Holdings Channel reports. The firm owned 6,672 shares of the electronics maker’s... More of this article »
Addison Capital Co Invests $817,000 in Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT
Addison Capital Co purchased a new position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT – Free Report) during the 1st quarter, Holdings Channel.com reports. The firm purchased 25,161 shares... More of this article »
Addison Capital Co Purchases 4,569 Shares of iShares Biotechnology ETF $IBB
Addison Capital Co lifted its holdings in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 16.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 33,045 shares of the financial services provider’s... More of this article »
