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Financial Management Network Inc. Acquires 34,903 Shares of Fidelity Total Bond ETF $FBND
Financial Management Network Inc. grew its holdings in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 28.3% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Greenbush Financial Group LLC Has $6.16 Million Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Greenbush Financial Group LLC grew its holdings in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 10.5% during the 1st quarter, according to its most recent 13F filing with the... More of this article »
iShares Russell 3000 ETF $IWV Shares Sold by Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC trimmed its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 13.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
14,322 Shares in Community Bancorp Inc $CMTV Purchased by Hanson & Doremus Investment Management
Hanson & Doremus Investment Management bought a new stake in Community Bancorp Inc (NASDAQ:CMTV – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Clear Trail Advisors LLC Purchases New Position in Global X MLP ETF $MLPA
Clear Trail Advisors LLC purchased a new stake in Global X MLP ETF (NYSEARCA:MLPA – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Essex Bank Purchases 5,525 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES
Essex Bank raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 221.9% during the first quarter, according to its most recent filing with the SEC. The firm owned 8,015 shares... More of this article »
Financial Management Network Inc. Has $2.25 Million Holdings in Cohen & Steers Natural Resources Active ETF $CSNR
Financial Management Network Inc. raised its position in shares of Cohen & Steers Natural Resources Active ETF (NYSEARCA:CSNR – Free Report) by 140.8% during the 1st quarter, according to the company in its most recent... More of this article »
Ares Capital Corporation $ARCC Shares Purchased by Financial Management Network Inc.
Financial Management Network Inc. boosted its holdings in Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 21.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
VanEck CLO ETF $CLOI Shares Purchased by Financial Management Network Inc.
Financial Management Network Inc. raised its stake in shares of VanEck CLO ETF (NYSEARCA:CLOI – Free Report) by 23.2% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 129,560 shares... More of this article »
Discipline Wealth Solutions LLC Has $3.32 Million Position in iShares 1-3 Year Treasury Bond ETF $SHY
Discipline Wealth Solutions LLC increased its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 73.6% in the first quarter, according to the company in its most recent disclosure with the... More of this article »
Discipline Wealth Solutions LLC Grows Holdings in Vanguard Short-Term Treasury ETF $VGSH
Discipline Wealth Solutions LLC grew its position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 172.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Hanson & Doremus Investment Management Acquires 22,081 Shares of Vanguard ESG U.S. Corporate Bond ETF $VCEB
Hanson & Doremus Investment Management grew its holdings in Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 11.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Discipline Wealth Solutions LLC Has $2.79 Million Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Discipline Wealth Solutions LLC lifted its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 109.5% in the 1st quarter, according to the company in its most recent filing with... More of this article »
Hanson & Doremus Investment Management Has $2.01 Million Stock Holdings in GE Aerospace $GE
Hanson & Doremus Investment Management increased its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 43.2% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 7,072 shares... More of this article »
Discipline Wealth Solutions LLC Purchases New Position in Vanguard Total World Stock ETF $VT
Discipline Wealth Solutions LLC acquired a new position in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Discipline Wealth Solutions LLC Purchases 17,577 Shares of Vanguard Short-Term Corporate Bond ETF $VCSH
Discipline Wealth Solutions LLC lifted its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 146.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Amplify CWP Enhanced Dividend Income ETF $DIVO is Clear Trail Advisors LLC’s 5th Largest Position
Clear Trail Advisors LLC raised its holdings in Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO – Free Report) by 8.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Financial Management Network Inc. Cuts Stake in Pacer Global Cash Cows Dividend ETF $GCOW
Financial Management Network Inc. reduced its holdings in shares of Pacer Global Cash Cows Dividend ETF (BATS:GCOW – Free Report) by 8.7% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Discipline Wealth Solutions LLC Purchases New Position in Marathon Petroleum Corporation $MPC
Discipline Wealth Solutions LLC purchased a new stake in Marathon Petroleum Corporation (NYSE:MPC – Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
iShares MSCI Emerging Markets ETF $EEM Stock Holdings Trimmed by Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC decreased its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 2.1% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Xylem Inc. $XYL Shares Acquired by Hanson & Doremus Investment Management
Hanson & Doremus Investment Management increased its position in Xylem Inc. (NYSE:XYL – Free Report) by 32.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Clear Trail Advisors LLC Takes $14.65 Million Position in Eaton Vance Total Return Bond ETF $EVTR
Clear Trail Advisors LLC acquired a new position in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Financial Management Network Inc. Takes $790,000 Position in Avantis International Equity ETF $AVDE
Financial Management Network Inc. bought a new position in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »