Gradient Investments LLC purchased a new stake in shares of Innovator MSCI EAFE Power Buffer ETF – July (NYSEARCA:IJUL – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 581,749 shares of the company’s stock, valued at approximately $14,811,000. Gradient Investments […]
FORVIS Wealth Advisors LLC trimmed its position in shares of Innovator U.S. Small Cap Power Buffer ETF – January (BATS:KJAN – Free Report) by 5.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 58,151 shares of the company’s stock […]
Compass Advisory Group LLC boosted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 62,325 shares of the company’s stock after purchasing an additional 271 […]
Baker Ellis Asset Management LLC cut its stake in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,527 shares of the company’s stock after selling 200 shares during the period. […]
NorthRock Partners LLC purchased a new stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 40,617 shares of the company’s stock, valued at approximately $1,379,000. A number of […]