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SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) is Physician Wealth Advisors Inc s 2nd Largest Position

Physician Wealth Advisors Inc. lifted its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 6.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 738,264 shares of the company’s stock after purchasing an additional 47,105 shares during the […]

Granite Bay Wealth Management LLC Sells 2,133 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Granite Bay Wealth Management LLC reduced its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 10.5% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 18,135 shares of the company’s stock after selling 2,133 shares during the quarter. Schwab US […]

VanEck Gold Miners ETF (NYSEARCA:GDX) Shares Sold by Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC decreased its position in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 4.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,162 shares of the exchange traded fund’s stock after selling 475 shares during […]

Leading Edge Financial Planning LLC Has $404,000 Holdings in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Leading Edge Financial Planning LLC increased its position in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 75.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,140 shares of the company’s stock after acquiring an […]

Leading Edge Financial Planning LLC Buys 769 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Leading Edge Financial Planning LLC grew its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 13.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,615 shares of the company’s stock after acquiring an additional 769 shares […]

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