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ATX Financial Planning LLC Acquires Shares of 3,067 Broadcom Inc. $AVGO

ATX Financial Planning LLC Acquires Shares of 3,067 Broadcom Inc. $AVGO

ATX Financial Planning LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor bought 3,067 shares of the semiconductor manufacturer’s... More of this article »
Alpine Global Management LLC Invests $781,000 in Cantor Equity Partners V Inc. $CEPV

Alpine Global Management LLC Invests $781,000 in Cantor Equity Partners V Inc. $CEPV

Alpine Global Management LLC acquired a new stake in Cantor Equity Partners V Inc. (NASDAQ:CEPV – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 76,201 shares of the company’s... More of this article »
ATX Financial Planning LLC Makes New $807,000 Investment in Vanguard Total Bond Market ETF $BND

ATX Financial Planning LLC Makes New $807,000 Investment in Vanguard Total Bond Market ETF $BND

ATX Financial Planning LLC purchased a new position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 10,893 shares of the company’s stock,... More of this article »
Coastline Complete Wealth LLC Makes New $10.35 Million Investment in iShares Core S&P Small-Cap ETF $IJR

Coastline Complete Wealth LLC Makes New $10.35 Million Investment in iShares Core S&P Small-Cap ETF $IJR

Coastline Complete Wealth LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
BTC Development (BDCI) vs. The Competition Head to Head Survey

BTC Development (BDCI) vs. The Competition Head to Head Survey

BTC Development (NASDAQ:BDCI – Get Free Report) is one of 328 publicly-traded companies in the “Investment Offices” industry, but how does it contrast to its competitors? We will compare BTC Development to similar... More of this article »
Consolidated Edison Inc $ED Shares Sold by Drake & Associates LLC

Consolidated Edison Inc $ED Shares Sold by Drake & Associates LLC

Drake & Associates LLC reduced its holdings in shares of Consolidated Edison Inc (NYSE:ED – Free Report) by 30.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
DiPaolo Financial Group Inc. Acquires New Holdings in Vanguard Mortgage-Backed Securities ETF $VMBS

DiPaolo Financial Group Inc. Acquires New Holdings in Vanguard Mortgage-Backed Securities ETF $VMBS

DiPaolo Financial Group Inc. bought a new stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Clear Retirement Advice LLC Takes Position in Vanguard Russell 2000 Value ETF $VTWV

Clear Retirement Advice LLC Takes Position in Vanguard Russell 2000 Value ETF $VTWV

Clear Retirement Advice LLC bought a new stake in Vanguard Russell 2000 Value ETF (NASDAQ:VTWV – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Clear Retirement Advice LLC Purchases New Stake in Schwab U.S. REIT ETF $SCHH

Clear Retirement Advice LLC Purchases New Stake in Schwab U.S. REIT ETF $SCHH

Clear Retirement Advice LLC purchased a new stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Drake & Associates LLC Has $1.67 Million Position in The Kroger Co. $KR

Drake & Associates LLC Has $1.67 Million Position in The Kroger Co. $KR

Drake & Associates LLC reduced its stake in shares of The Kroger Co. (NYSE:KR – Free Report) by 29.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
DiPaolo Financial Group Inc. Takes Position in iShares Bitcoin Trust ETF $IBIT

DiPaolo Financial Group Inc. Takes Position in iShares Bitcoin Trust ETF $IBIT

DiPaolo Financial Group Inc. purchased a new stake in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
128,435 Shares in VanEck Morningstar Wide Moat ETF $MOAT Acquired by Coastline Complete Wealth LLC

128,435 Shares in VanEck Morningstar Wide Moat ETF $MOAT Acquired by Coastline Complete Wealth LLC

Coastline Complete Wealth LLC bought a new position in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Drake & Associates LLC Grows Holdings in SPDR S&P Emerging Markets Dividend ETF $EDIV

Drake & Associates LLC Grows Holdings in SPDR S&P Emerging Markets Dividend ETF $EDIV

Drake & Associates LLC grew its position in SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV – Free Report) by 12.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Drake & Associates LLC Increases Holdings in VanEck Merk Gold ETF $OUNZ

Drake & Associates LLC Increases Holdings in VanEck Merk Gold ETF $OUNZ

Drake & Associates LLC grew its holdings in shares of VanEck Merk Gold ETF (NYSEARCA:OUNZ – Free Report) by 7.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Alliant Energy Corporation $LNT Shares Sold by Drake & Associates LLC

Alliant Energy Corporation $LNT Shares Sold by Drake & Associates LLC

Drake & Associates LLC lessened its stake in shares of Alliant Energy Corporation (NASDAQ:LNT – Free Report) by 31.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Beaird Harris Wealth Management LLC Buys 150,747 Shares of Dimensional Global Core Plus Fixed Income ETF $DFGP

Beaird Harris Wealth Management LLC Buys 150,747 Shares of Dimensional Global Core Plus Fixed Income ETF $DFGP

Beaird Harris Wealth Management LLC boosted its stake in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 54.4% during the 4th quarter, according to the company in its most recent filing with the... More of this article »
Beaird Harris Wealth Management LLC Acquires 122,276 Shares of Bitwise Bitcoin ETF $BITB

Beaird Harris Wealth Management LLC Acquires 122,276 Shares of Bitwise Bitcoin ETF $BITB

Beaird Harris Wealth Management LLC lifted its holdings in Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 18.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Beaird Harris Wealth Management LLC Sells 6,224 Shares of Avantis Emerging Markets Equity ETF $AVEM

Beaird Harris Wealth Management LLC Sells 6,224 Shares of Avantis Emerging Markets Equity ETF $AVEM

Beaird Harris Wealth Management LLC decreased its holdings in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Drake & Associates LLC Boosts Holdings in iShares MSCI ACWI ETF $ACWI

Drake & Associates LLC Boosts Holdings in iShares MSCI ACWI ETF $ACWI

Drake & Associates LLC grew its stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 9.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Beaird Harris Wealth Management LLC Sells 14,037 Shares of Dimensional International Value ETF $DFIV

Beaird Harris Wealth Management LLC Sells 14,037 Shares of Dimensional International Value ETF $DFIV

Beaird Harris Wealth Management LLC lowered its position in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.2% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Dean Capital Management Has $2.82 Million Stake in Employers Holdings Inc $EIG

Dean Capital Management Has $2.82 Million Stake in Employers Holdings Inc $EIG

Dean Capital Management raised its stake in Employers Holdings Inc (NYSE:EIG – Free Report) by 292.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Johnson Outdoors Inc. $JOUT Shares Sold by Dean Capital Management

Johnson Outdoors Inc. $JOUT Shares Sold by Dean Capital Management

Dean Capital Management lowered its stake in Johnson Outdoors Inc. (NASDAQ:JOUT – Free Report) by 64.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
SPDR Bloomberg Short Term High Yield Bond ETF $SJNK Holdings Boosted by Blue Capital Inc.

SPDR Bloomberg Short Term High Yield Bond ETF $SJNK Holdings Boosted by Blue Capital Inc.

Blue Capital Inc. boosted its holdings in shares of SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK – Free Report) by 56.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Dorsey Wright & Associates Buys New Stake in Genmab A/S Sponsored ADR $GMAB

Dorsey Wright & Associates Buys New Stake in Genmab A/S Sponsored ADR $GMAB

Dorsey Wright & Associates bought a new stake in shares of Genmab A/S Sponsored ADR (NASDAQ:GMAB – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought... More of this article »
Janus Henderson AAA CLO ETF $JAAA is Drake & Associates LLC’s 5th Largest Position

Janus Henderson AAA CLO ETF $JAAA is Drake & Associates LLC’s 5th Largest Position

Drake & Associates LLC increased its holdings in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 9.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »