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2026-01-18 20:15 UTC
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Vanguard Dividend Appreciation ETF $VIG Shares Bought by Crane Advisory LLC
Crane Advisory LLC increased its holdings of Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) in the third quarter of 2023 by purchasing an additional 3,080 shares, bringing their total to 137,804 s...
Foster Victor Wealth Advisors LLC Has $16.97 Million Stock Position in Broadcom Inc. $AVGO
Foster Victor Wealth Advisors LLC decreased its holding of Broadcom Inc. shares by 18.5% during the third quarter of 2023, selling off 11,401 shares to hold a remaining position of 50,154 shares value...
Farther Finance Advisors LLC Acquires 2,433,348 Shares of Schwab US Large-Cap ETF $SCHX
Farther Finance Advisors LLC significantly increased its holdings in Schwab US Large-Cap ETF (SCHX) by purchasing an additional 2,433,348 shares during the third quarter. This acquisition represents a...
Exchange Traded Concepts LLC Acquires 64,627 Shares of Vanguard Growth ETF $VUG
Exchange Traded Concepts LLC increased its holdings in Vanguard Growth ETF by purchasing an additional 64,627 shares during the third quarter. As a result, they now own 163,492 shares of VUG....
iShares Core U.S. REIT ETF $USRT Shares Bought by Cornerstone Management Inc.
Cornerstone Management Inc. increased its holdings of iShares Core U.S. REIT ETF (NYSEARCA: USRT) in the third quarter by purchasing an additional 20,449 shares, bringing total ownership to 147,076 sh...
Fifth Third Securities Inc. Has $5.64 Million Stake in Schwab U.S. Aggregate Bond ETF $SCHZ
Fifth Third Securities Inc.'s third-quarter 13F filing revealed a 35.6% increase in its holdings of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ). The firm now holds 240,270 shares after an increment...
Smurfit Kappa Group (OTCMKTS:SMFKY) Share Price Passes Above Fifty Day Moving Average – Should You Sell?
Smurfit Kappa Group's share price on OTCMKTS (SMFKY) surpassed its fifty day moving average during Friday trading. As of the report, the stock has a fifty-day average of $45.96 and traded up to $46.04...
Visa Inc. $V Shares Sold by Cox Capital Mgt LLC
Cox Capital Mgt LLC reduced its stake in Visa Inc. (NYSE:V) during the third quarter by selling 7,222 shares, leaving it with ownership of 8,222 shares....
Eclectic Associates Inc. ADV Grows Stake in Dimensional Short-Duration Fixed Income ETF $DFSD
Eclectic Associates Inc. ADV significantly increased its holdings of Dimensional Short-Duration Fixed Income ETF (DFSD) by 75.6% during the third quarter, as reported in a recent SEC filing....
Embree Financial Group Boosts Stake in iShares Gold Trust $IAU
Embree Financial Group significantly increased its holding in iShares Gold Trust (NYSEARCA: IAU) during the third quarter by purchasing an additional 8,355 shares, resulting in a total of 13,944 share...
Embree Financial Group Sells 11,772 Shares of Dimensional U.S. Small Cap ETF $DFAS
Embree Financial Group reduced its holdings of Dimensional U.S. Small Cap ETF (DFAS) by 26.3% in Q3, selling 11,772 shares and holding a new total of 32,924 shares....
Farther Finance Advisors LLC Increases Stock Holdings in Vanguard Mid-Cap Value ETF $VOE
Farther Finance Advisors LLC significantly increased its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 464.7% during the third quarter, as reported to the Securities and Exchange Commission...
Merit Financial Group LLC Has $1.28 Million Holdings in Invesco S&P International Developed Quality ETF $IDHQ
Merit Financial Group LLC decreased its holdings of Invesco's S&P International Developed Quality ETF (IDHQ) by 63.3% during the third quarter, selling off 65,367 shares and retaining ownership of 37,...
Fidelity High Dividend ETF $FDVV Shares Purchased by Centerline Wealth Advisors LLC
Centerline Wealth Advisors LLC increased its holdings of Fidelity High Dividend ETF (FDVV) by 42.5% in the third quarter, adding an additional 28,410 shares to reach a total ownership of 95,324 shares...
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