Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Get Free Report) insider Scott Stanley Erickson sold 118,204 shares of Clearwater Analytics stock in a transaction dated Friday, June 7th. The shares were sold at an average price of $20.10, for a total value of $2,375,900.40. Following the sale, the insider now directly owns 3,315 shares in the […]
Enzi Wealth trimmed its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 21.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,535 shares of the company’s stock after selling 2,011 shares during the period. iShares Core S&P Mid-Cap ETF […]
Visionary Wealth Advisors raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 322,231 shares of the company’s stock after acquiring an additional 9,777 […]
Elevate Wealth Advisory Inc. bought a new position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 30,061 shares of the company’s stock, valued at approximately $1,792,000. Dimensional U.S. Small Cap ETF makes […]
Visionary Wealth Advisors increased its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 152.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 43,849 shares of the exchange traded fund’s stock after acquiring an additional 26,483 shares during the period. Visionary Wealth Advisors’ holdings in iShares 20+ Year Treasury […]