Beacon Bridge Wealth Partners LLC Has $1 84 Million Stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Baker Ellis Asset Management LLC acquired a new stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor acquired 6,400 shares of the company’s stock, valued at approximately $206,000. Several other institutional investors have also […]
PCG Wealth Advisors LLC lessened its holdings in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 14.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,475 shares of the company’s stock after selling 583 shares during the […]
Collaborative Wealth Managment Inc. increased its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 13.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 60,739 shares of the exchange traded fund’s stock after purchasing an […]
Collaborative Wealth Managment Inc. lessened its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 5.1% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,008 shares of the exchange traded fund’s stock after selling 108 shares during the period. Collaborative Wealth Managment […]