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Forum Financial Management LP Makes New Investment in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Forum Financial Management LP bought a new position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,359 shares of the company’s stock, valued at approximately $210,000. Other institutional investors and […]

Allen Capital Group LLC Sells 414 Shares of JPMorgan Chase & Co (NYSE:JPM)

Allen Capital Group LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,192 shares of the financial services provider’s stock after selling […]

Raymond James & Associates Sells 25,531 Shares of VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB)

Raymond James & Associates lowered its position in VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) by 34.3% in the 3rd quarter, Holdings Channel reports. The fund owned 48,836 shares of the company’s stock after selling 25,531 shares during the quarter. Raymond James & Associates’ holdings in VictoryShares Core Intermediate Bond ETF were worth […]

VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB) Stock Holdings Raised by Victory Capital Management Inc

Victory Capital Management Inc. lifted its position in VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) by 0.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,732,199 shares of the company’s stock after buying an additional 33,732 […]

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Makes New $83,000 Investment in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA bought a new position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,093 shares of the exchange traded fund’s stock, valued at approximately $83,000. […]

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