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Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Position Increased by Brogan Financial Inc.

Brogan Financial Inc. raised its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 32.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,970 shares of the company’s stock after buying an additional 1,468 shares during the period. Schwab U.S. […]

Cerity-partners
Moneta-group-investment-advisors
Charles-schwab
Hightower-advisors
Brogan-financial-inc
Capital-investment-advisors
Brogan-financial
Free-report
Tower-advisors
Group-investment-advisors
Prime-capital-investment-advisors

11,069 Shares in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Acquired by Brogan Financial Inc.

Brogan Financial Inc. acquired a new position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 11,069 shares of the company’s stock, valued at approximately $619,000. SPDR Portfolio S&P 500 ETF accounts for 0.5% of Brogan Financial Inc.’s holdings, making the […]

United-states
Chilton-capital-management
Tower-view-wealth-management
Rakuten-securities-inc
Company-profile
Brogan-financial-inc
Holdings-channel
Brogan-financial
Free-report
Capital-management
View-wealth-management

Brogan Financial Inc. Acquires New Shares in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Brogan Financial Inc. bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 5,976 shares of the company’s stock, valued at approximately $279,000. Several other institutional investors have also […]

United-states
Us-bancorp
Founders-financial-alliance
Orion-portfolio-solutions
Avantax-planning-partners-inc
Brogan-financial-inc
Exchange-commission
Sageview-advisory-group
Brogan-financial
Free-report
Financial-alliance

Brogan Financial Inc. Purchases Shares of 393 UnitedHealth Group Incorporated (NYSE:UNH)

Brogan Financial Inc. bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 393 shares of the healthcare conglomerate’s stock, valued at approximately $207,000. Several other hedge funds and other institutional […]

United-states
America
Piper-sandler
Erin-mcsweeney
News-ratings-for-unitedhealth-group-daily
Optum-health
Insider-transactions-at-unitedhealth-group
Financial-services
Wells-fargo-company
Morgan-stanley
Brien-wealth-partners
Deutsche-bank-aktiengesellschaft

Brogan Financial Inc. Takes Position in UnitedHealth Group Incorporated (NYSE:UNH)

Brogan Financial Inc. bought a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 393 shares of the healthcare conglomerate’s stock, valued at approximately $207,000. Several other hedge funds also recently bought and sold […]

Canada
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Piper-sandler
Erin-mcsweeney
Unitedhealth-group-stock-performance
Unitedhealth-group-incorporated
Financial-services
Quarter-for-unitedhealth-group
Optum-health
Erste-group-bank
News-ratings-for-unitedhealth-group-daily
Royal-bank

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