Compass Advisory Group LLC decreased its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 60,805 shares of the company’s stock after selling 5,127 shares during the […]
Compass Advisory Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 29.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 267,249 shares of the company’s stock after purchasing an additional 61,023 shares during the […]
Personal CFO Solutions LLC bought a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 386,109 shares of the company’s stock, valued […]
SageView Advisory Group LLC raised its position in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL – Free Report) by 122.9% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 39,883 shares of the company’s stock after purchasing an additional 21,990 shares during the period. SageView Advisory Group LLC’s holdings in Innovator […]
Blue Bell Private Wealth Management LLC lowered its stake in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 0.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 73,987 shares of the company’s stock after selling 625 shares during the quarter. Innovator U.S. Equity Power Buffer ETF – January […]