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AdvisorNet Financial Inc Sells 39,975 Shares of JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
AdvisorNet Financial Inc lessened its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 25.5% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 116,550 shares... More of this article »
AdvisorNet Financial Inc Boosts Stock Position in Dimensional US Small Cap Value ETF $DFSV
AdvisorNet Financial Inc raised its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 4.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Evolve Private Wealth LLC Buys Shares of 5,603 iShares Russell 1000 Growth ETF $IWF
Evolve Private Wealth LLC purchased a new stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Evolve Private Wealth LLC Raises Holdings in Visa Inc. $V
Evolve Private Wealth LLC boosted its holdings in Visa Inc. (NYSE:V – Free Report) by 54.1% in the 1st quarter, HoldingsChannel reports. The fund owned 9,010 shares of the credit-card processor’s stock after acquiring... More of this article »
Evolve Private Wealth LLC Takes Position in Vanguard Value ETF $VTV
Evolve Private Wealth LLC purchased a new stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the first quarter, Holdings Channel reports. The institutional investor purchased 10,603 shares of the company’s... More of this article »
12,613 Shares in iShares Core S&P U.S. Growth ETF $IUSG Bought by Evolve Private Wealth LLC
Evolve Private Wealth LLC acquired a new position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 12,613 shares of the company’s... More of this article »
Evolve Private Wealth LLC Buys 3,197 Shares of RTX Corporation $RTX
Evolve Private Wealth LLC lifted its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 31.7% during the first quarter, Holdings Channel reports. The fund owned 13,273 shares of the company’s stock after buying... More of this article »
Evolve Private Wealth LLC Purchases New Stake in Hormel Foods Corporation $HRL
Evolve Private Wealth LLC acquired a new position in Hormel Foods Corporation (NYSE:HRL – Free Report) in the first quarter, HoldingsChannel.com reports. The institutional investor acquired 70,499 shares of the company’s... More of this article »
Evolve Private Wealth LLC Invests $1.97 Million in Vanguard Extended Market ETF $VXF
Evolve Private Wealth LLC bought a new stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Evolve Private Wealth LLC Sells 1,470 Shares of Sandisk Corporation $SNDK
Evolve Private Wealth LLC reduced its position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) by 39.9% in the 1st quarter, Holdings Channel reports. The firm owned 2,215 shares of the data storage provider’s... More of this article »
S&P Global Inc. $SPGI Shares Bought by Evolve Private Wealth LLC
Evolve Private Wealth LLC raised its holdings in S&P Global Inc. (NYSE:SPGI – Free Report) by 79.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Evolve Private Wealth LLC Takes $2.40 Million Position in Vanguard International Dividend Appreciation ETF $VIGI
Evolve Private Wealth LLC acquired a new position in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 27,141 shares... More of this article »
Evolve Private Wealth LLC Purchases 20,498 Shares of Dollar Tree, Inc. $DLTR
Evolve Private Wealth LLC boosted its position in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 1,040.5% during the 1st quarter, HoldingsChannel.com reports. The firm owned 22,468 shares of the company’s stock... More of this article »
Evolve Private Wealth LLC Increases Position in Morgan Stanley $MS
Evolve Private Wealth LLC grew its position in Morgan Stanley (NYSE:MS – Free Report) by 21.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Evolve Private Wealth LLC Invests $2.15 Million in iShares Russell 1000 Value ETF $IWD
Evolve Private Wealth LLC purchased a new position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the first quarter, HoldingsChannel.com reports. The institutional investor purchased 10,080... More of this article »
Evolve Private Wealth LLC Has $2.14 Million Stock Position in Abbott Laboratories $ABT
Evolve Private Wealth LLC reduced its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 50.8% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 20,807 shares of the healthcare product... More of this article »
Evolve Private Wealth LLC Buys 946 Shares of GE Vernova Inc. $GEV
Evolve Private Wealth LLC lifted its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 43.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Evolve Private Wealth LLC Increases Stake in Ingredion Incorporated $INGR
Evolve Private Wealth LLC lifted its holdings in shares of Ingredion Incorporated (NYSE:INGR – Free Report) by 675.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 19,942... More of this article »
Newmont Corporation $NEM Shares Purchased by Evolve Private Wealth LLC
Evolve Private Wealth LLC increased its stake in shares of Newmont Corporation (NYSE:NEM – Free Report) by 70.2% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 17,661 shares of the... More of this article »
Evolve Private Wealth LLC Has $2.36 Million Holdings in iShares Core MSCI EAFE ETF $IEFA
Evolve Private Wealth LLC boosted its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 262.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 26,038 shares of the company’s... More of this article »
Evolve Private Wealth LLC Buys 10,903 Shares of Blackstone Inc. $BX
Evolve Private Wealth LLC raised its stake in Blackstone Inc. (NYSE:BX – Free Report) by 138.0% in the 1st quarter, HoldingsChannel reports. The fund owned 18,802 shares of the asset manager’s stock after buying an additional... More of this article »
Evolve Private Wealth LLC Buys 2,149 Shares of Advanced Micro Devices, Inc. $AMD
Evolve Private Wealth LLC raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 25.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Evolve Private Wealth LLC Invests $2.24 Million in Vanguard California Tax-Exempt Bond ETF $VTEC
Evolve Private Wealth LLC bought a new position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC – Free Report) during the first quarter, HoldingsChannel reports. The fund bought 22,611 shares of the company’s stock,... More of this article »