True Wealth Design LLC raised its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 350.0% during the 4th quarter, HoldingsChannel reports. The fund owned 2,250 shares of the aerospace company’s stock after buying an additional 1,750 shares during the quarter. Lockheed Martin comprises about 0.3% of True Wealth Design LLC’s portfolio, making the […]
LM Advisors LLC bought a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 21,149 shares of the company’s stock, valued at approximately $2,329,000. Several other institutional investors and […]
Pathstone Holdings LLC acquired a new stake in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,715,095 shares of the company’s stock, valued at approximately $94,850,000. Pathstone Holdings LLC […]
Continuum Advisory LLC lifted its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 618.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 166,751 shares of the exchange traded fund’s stock after buying an additional […]
Continuum Advisory LLC lifted its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,196 shares of the company’s stock after buying an additional 1,066 shares […]