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iShares Core U.S. Aggregate Bond ETF $AGG is Adaptive Financial Consulting LLC’s Largest Position

iShares Core U.S. Aggregate Bond ETF $AGG is Adaptive Financial Consulting LLC’s Largest Position

Adaptive Financial Consulting LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.6% in the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Associated Banc Corp Cuts Holdings in ExxonMobil Corporation $XOM

Associated Banc Corp Cuts Holdings in ExxonMobil Corporation $XOM

Associated Banc Corp cut its holdings in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 0.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 536,196 shares of the... More of this article »
Allspring Global Investments Holdings LLC Raises Position in Labcorp Holdings Inc. $LH

Allspring Global Investments Holdings LLC Raises Position in Labcorp Holdings Inc. $LH

Allspring Global Investments Holdings LLC lifted its holdings in shares of Labcorp Holdings Inc. (NYSE:LH – Free Report) by 1.0% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
onsemi $ON Shares Sold by Allspring Global Investments Holdings LLC

onsemi $ON Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC lessened its stake in onsemi (NASDAQ:ON – Free Report) by 4.1% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Avalon Trust Co Has $21.88 Million Stock Position in US Foods Holding Corp. $USFD

Avalon Trust Co Has $21.88 Million Stock Position in US Foods Holding Corp. $USFD

Avalon Trust Co boosted its stake in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 66.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Spotify Technology $SPOT Shares Bought by Allspring Global Investments Holdings LLC

Spotify Technology $SPOT Shares Bought by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC raised its stake in Spotify Technology (NYSE:SPOT – Free Report) by 29.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 314,453 shares of the company’s... More of this article »
Allspring Global Investments Holdings LLC Boosts Stock Position in First Citizens BancShares, Inc. $FCNCA

Allspring Global Investments Holdings LLC Boosts Stock Position in First Citizens BancShares, Inc. $FCNCA

Allspring Global Investments Holdings LLC boosted its stake in shares of First Citizens BancShares, Inc. (NASDAQ:FCNCA – Free Report) by 20.7% in the first quarter, according to its most recent 13F filing with the Securities... More of this article »
Allspring Global Investments Holdings LLC Sells 292,899 Shares of UMB Financial Corporation $UMBF

Allspring Global Investments Holdings LLC Sells 292,899 Shares of UMB Financial Corporation $UMBF

Allspring Global Investments Holdings LLC trimmed its position in shares of UMB Financial Corporation (NASDAQ:UMBF – Free Report) by 17.8% during the 1st quarter, according to its most recent 13F filing with the Securities and... More of this article »
Avalon Trust Co Sells 33,094 Shares of Quanta Services, Inc. $PWR

Avalon Trust Co Sells 33,094 Shares of Quanta Services, Inc. $PWR

Avalon Trust Co decreased its holdings in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 35.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 60,570 shares of the construction... More of this article »
Assetmark Inc. Increases Stake in Williams-Sonoma, Inc. $WSM

Assetmark Inc. Increases Stake in Williams-Sonoma, Inc. $WSM

Assetmark Inc. increased its stake in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 4.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Assetmark Inc. Cuts Stake in Aflac Incorporated $AFL

Assetmark Inc. Cuts Stake in Aflac Incorporated $AFL

Assetmark Inc. cut its stake in Aflac Incorporated (NYSE:AFL – Free Report) by 8.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Avantis U.S. Large Cap Value ETF $AVLV Stake Increased by Advantage Trust Co

Avantis U.S. Large Cap Value ETF $AVLV Stake Increased by Advantage Trust Co

Advantage Trust Co grew its position in shares of Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Free Report) by 3.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Allspring Global Investments Holdings LLC Has $199.64 Million Position in Quanta Services, Inc. $PWR

Allspring Global Investments Holdings LLC Has $199.64 Million Position in Quanta Services, Inc. $PWR

Allspring Global Investments Holdings LLC lowered its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 15.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
iShares Core Total USD Bond Market ETF $IUSB Shares Acquired by Assetmark Inc.

iShares Core Total USD Bond Market ETF $IUSB Shares Acquired by Assetmark Inc.

Assetmark Inc. increased its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 3.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Allspring Global Investments Holdings LLC Has $281.41 Million Holdings in AutoZone, Inc. $AZO

Allspring Global Investments Holdings LLC Has $281.41 Million Holdings in AutoZone, Inc. $AZO

Allspring Global Investments Holdings LLC decreased its holdings in AutoZone, Inc. (NYSE:AZO – Free Report) by 2.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Assetmark Inc. Purchases 15,719 Shares of Amgen Inc. $AMGN

Assetmark Inc. Purchases 15,719 Shares of Amgen Inc. $AMGN

Assetmark Inc. grew its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 6.9% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 243,853 shares of the... More of this article »
Assetmark Inc. Acquires 260,437 Shares of SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Assetmark Inc. Acquires 260,437 Shares of SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Assetmark Inc. increased its holdings in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 9.2% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Allspring Global Investments Holdings LLC Has $238.49 Million Holdings in Amphenol Corporation $APH

Allspring Global Investments Holdings LLC Has $238.49 Million Holdings in Amphenol Corporation $APH

Allspring Global Investments Holdings LLC increased its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 9.2% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Adaptive Financial Consulting LLC Has $11.56 Million Stock Position in Vanguard Short-Term Bond ETF $BSV

Adaptive Financial Consulting LLC Has $11.56 Million Stock Position in Vanguard Short-Term Bond ETF $BSV

Adaptive Financial Consulting LLC lifted its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 5.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Assetmark Inc. Has $82.05 Million Holdings in NRG Energy, Inc. $NRG

Assetmark Inc. Has $82.05 Million Holdings in NRG Energy, Inc. $NRG

Assetmark Inc. decreased its holdings in NRG Energy, Inc. (NYSE:NRG – Free Report) by 3.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 561,461... More of this article »
Allspring Global Investments Holdings LLC Lowers Stock Holdings in Allspring Core Plus ETF $APLU

Allspring Global Investments Holdings LLC Lowers Stock Holdings in Allspring Core Plus ETF $APLU

Allspring Global Investments Holdings LLC reduced its position in Allspring Core Plus ETF (NYSEARCA:APLU – Free Report) by 7.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Vanguard Mid-Cap ETF $VO Shares Sold by Assetmark Inc.

Vanguard Mid-Cap ETF $VO Shares Sold by Assetmark Inc.

Assetmark Inc. reduced its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 19.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Amrize Ltd $AMRZ Shares Purchased by Allspring Global Investments Holdings LLC

Amrize Ltd $AMRZ Shares Purchased by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC raised its holdings in shares of Amrize Ltd (NYSE:AMRZ – Free Report) by 3.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Assetmark Inc. Buys 31,989 Shares of Ingredion Incorporated $INGR

Assetmark Inc. Buys 31,989 Shares of Ingredion Incorporated $INGR

Assetmark Inc. boosted its position in shares of Ingredion Incorporated (NYSE:INGR – Free Report) by 4.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Palo Alto Networks, Inc. $PANW Shares Purchased by Avalon Trust Co

Palo Alto Networks, Inc. $PANW Shares Purchased by Avalon Trust Co

Avalon Trust Co increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 55.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »