comparemela.com

Latest Breaking News On - Evanson asset management - Page 12 : comparemela.com

Yarger Wealth Strategies LLC Purchases 5,277 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Yarger Wealth Strategies LLC boosted its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 175,409 shares of the company’s stock after purchasing an additional 5,277 shares during […]

Peak Financial Management Inc Sells 37,717 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Peak Financial Management Inc. cut its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 29.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,965 shares of the company’s stock after selling 37,717 shares during the quarter. […]

SeaCrest Wealth Management LLC Lowers Holdings in Schwab Short-Term U S Treasury ETF (NYSEARCA:SCHO)

SeaCrest Wealth Management LLC decreased its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 54.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,305 shares of the company’s stock after selling 19,874 shares during the quarter. SeaCrest Wealth […]

Trinity Wealth Management LLC Purchases 1,063 Shares of Vanguard Total International Stock ETF (NASDAQ:VXUS)

Trinity Wealth Management LLC lifted its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 18.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,683 shares of the company’s stock after purchasing an additional 1,063 shares during the quarter. […]

Evanson Asset Management LLC Buys 18,930 Shares of Vanguard Total Bond Market ETF (NASDAQ:BND)

Evanson Asset Management LLC boosted its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 230.4% during the fourth quarter, Holdings Channel reports. The firm owned 27,145 shares of the company’s stock after purchasing an additional 18,930 shares during the quarter. Evanson Asset Management LLC’s holdings in Vanguard Total Bond […]

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.