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PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) Stake Boosted by Bridgewealth Advisory Group LLC

PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) Stake Boosted by Bridgewealth Advisory Group LLC
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Sonen Capital LLC Has $274,000 Holdings in Itron, Inc (NASDAQ:ITRI)

Sonen Capital LLC decreased its holdings in shares of Itron, Inc. (NASDAQ:ITRI – Free Report) by 23.5% in the 4th quarter, Holdings Channel reports. The fund owned 3,632 shares of the scientific and technical instruments company’s stock after selling 1,118 shares during the period. Sonen Capital LLC’s holdings in Itron were worth $274,000 at the […]

Alliance Wealth Advisors LLC UT Buys Shares of 2,853 Diageo plc (NYSE:DEO)

Alliance Wealth Advisors LLC UT bought a new stake in shares of Diageo plc (NYSE:DEO – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 2,853 shares of the company’s stock, valued at approximately $416,000. A number of other institutional investors have also added to or reduced their stakes in DEO. Western […]

Anfield Capital Management LLC Decreases Stock Holdings in Ares Capital Co (NASDAQ:ARCC)

Anfield Capital Management LLC lowered its stake in Ares Capital Co. (NASDAQ:ARCC – Free Report) by 30.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 113,207 shares of the investment management company’s stock after selling 49,711 shares during the quarter. Ares Capital accounts for […]

Yoder Wealth Management Inc Decreases Position in Schwab Fundamental U S Large Company Index ETF (NYSEARCA:FNDX)

Yoder Wealth Management Inc. cut its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,439 shares of the company’s stock after selling 285 shares during the quarter. […]

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