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2026-01-18 20:07 UTC
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18 articles

Bogart Wealth LLC Has $9.07 Million Holdings in Schwab International Equity ETF $SCHF
During the 3rd quarter, Bogart Wealth LLC increased its holdings of Schwab International Equity ETF (SCHF) by 19.3%, adding 62,947 shares to reach a total of 389,717 shares....
Wishbone Gold (LON:WSBN) Shares Pass Below 200-Day Moving Average – Here’s Why
Shares of Wishbone Gold Plc (LON:WSBN) fell below its 200-day moving average during recent trading. The stock has a 200-day moving average of GBX 82.56 and reached as low as GBX 59, closing at GBX 61....
Railway Pension Investments Ltd Increases Stake in Equinix, Inc. $EQIX
Railway Pension Investments Ltd significantly increased its holdings in Equinix Inc., adding 102,900 shares during the third quarter, bringing its total to 204,169 shares....
YieldMax Universe Fund of Option Income ETF (NYSEARCA:YMAX) Hits New 12-Month Low – Here’s Why
On Wednesday, shares of YieldMax Universe Fund of Option Income ETF (NYSEARCA:YMAX) hit a new 52-week low with the stock trading as low as $10.01 and closing at $10.0050 last seen with a volume of 182...
2025 Crookie Award: Racist Trope of the Year
The article discusses the nomination and consideration for the 'Racist Trope of the Year' category in the 2025 Crookie Awards ceremony, focusing on issues related to Diversity, Equity, and Inclusion (...
Capital Group Conservative Equity ETF $CGCV Shares Acquired by Regatta Capital Group LLC
Regatta Capital Group LLC has augmented its holdings in Capital Group Conservative Equity ETF (CGCV) by 43.5% during the third quarter. The company now owns 93,651 shares after acquiring an additional...
Orion Porfolio Solutions LLC Acquires 16,612 Shares of Equitable Holdings, Inc. $EQH
Orion Portfolio Solutions LLC increased its stake in Equitable Holdings Inc. by purchasing an additional 16,612 shares during the second quarter, bringing its total holdings to 32,704 shares as report...
Decker Retirement Planning Inc. Makes New $3.26 Million Investment in Willdan Group, Inc. $WLDN
Decker Retirement Planning Inc. has increased its holdings in Willdan Group, Inc., buying 33,679 shares for approximately $3.256 million in the third quarter of this year. According to their latest fi...
SPDR Portfolio S&P 500 Growth ETF $SPYG Holdings Reduced by Leslie Global Wealth LLC
Leslie Global Wealth LLC reduced its holdings of SPDR Portfolio S&P 500 Growth ETF (SPYG) by 20.1% in the third quarter, selling 79,078 shares and retaining ownership of 313,521 shares....
Danaher Corporation $DHR Shares Sold by Farmers & Merchants Investments Inc.
Farmers & Merchants Investments Inc. reduced its holdings of Danaher Corporation by selling 3,950 shares in the third quarter, resulting in a new total ownership stake of 35,573 shares....
Permanent Capital Management LP Takes $39.35 Million Position in Vanguard FTSE Developed Markets ETF $VEA
Permanent Capital Management LP has acquired 656,678 shares of the Vanguard FTSE Developed Markets ETF (VEA) during the third quarter, with a total value of approximately $39.348 million....
Cwm LLC Buys 453,406 Shares of Putnam Focused Large Cap Value ETF $PVAL
Cwm LLC increased its holdings in Putnam Focused Large Cap Value ETF by 17.4% during the third quarter, acquiring an additional 453,406 shares, bringing its total ownership to 3,054,488 shares....
Fifth Third Securities Inc. Reduces Holdings in First Trust Rising Dividend Achievers ETF $RDVY
Fifth Third Securities Inc. decreased its holdings of First Trust Rising Dividend Achievers ETF (RDVY) by 43.6% during the third quarter, according to a recent SEC filing....
T. Rowe Price Capital Appreciation Equity ETF $TCAF Stock Holdings Increased by Eclectic Associates Inc. ADV
Eclectic Associates Inc. ADV increased its holdings in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF) by 32.3% in the third quarter through an additional purchase of 32,212 shares, resu...
JPMorgan Equity Premium Income ETF $JEPI is Fermata Advisors LLC’s 2nd Largest Position
Fermata Advisors LLC increased its holdings of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.9% in the third quarter, after buying an additional 12,699 shares, bringing their total to 229,59...
Buckhead Capital Management LLC Boosts Holdings in Equity Lifestyle Properties, Inc. $ELS
Buckhead Capital Management LLC has increased its holdings in Equity Lifestyle Properties Inc. by purchasing an additional 15,673 shares during the third quarter, raising their total holdings to 58,67...
iShares S&P 500 Value ETF $IVE Shares Purchased by Diversified Trust Co
Diversified Trust Co increased its holdings of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 42.0% in the third quarter, adding 7,860 shares to bring the total ownership to 26,558 shares....
Clark Asset Management LLC Buys Shares of 49,508 Invesco BulletShares 2035 Corporate Bond ETF $BSCZ
Clark Asset Management LLC acquired a new position in Invesco BulletShares 2035 Corporate Bond ETF (NASDAQ: BSCZ) during the third quarter. The firm purchased 49,508 shares worth roughly [value not sp...