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Regal Investment Advisors LLC Acquires New Holdings in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT)

Regal Investment Advisors LLC bought a new position in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 200,117 shares of the company’s stock, valued at approximately […]

Exchange-commission
Tower-research-capital
Stephens-inc
Invesco
Cassaday-co-wealth-management
Stirling-capital-management
Weight-technology
Exencial-wealth-advisors
Regal-investment-advisors
Free-report
Investment-advisors

Seven Eight Capital LP Buys 3,070 Shares of Aon plc (NYSE:AON)

Seven Eight Capital LP increased its stake in shares of Aon plc (NYSE:AON – Free Report) by 114.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 5,742 shares of the financial services provider’s stock after acquiring an additional 3,070 shares during the period. Seven […]

United-states
America
Piper-sandler
Lesterb-knight
Vinva-investment-management-ltd
Sompo-asset-management-co
Jpmorgan-chase-co
Exencial-wealth-advisors
Schroder-investment-management-group
Morgan-stanley
Seven-eight-capital
Free-report

Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Stock Position Lifted by Client 1ST Advisory Group LLC

Client 1ST Advisory Group LLC raised its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 47.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,152,500 shares of the company’s stock after acquiring an additional 372,712 […]

Legacy-financial-group-inc
Securities-exchange-commission
St-advisory-group
Envestnet-asset-management-inc
Peapack-gladstone-financial-corp
Exencial-wealth-advisors
Free-report
Asset-management
Wealth-advisors
Gladstone-financial-corp
Legacy-financial-group

Vinva Investment Management Ltd Has $8.43 Million Holdings in Bank of America Co. (NYSE:BAC)

Vinva Investment Management Ltd increased its stake in Bank of America Co. (NYSE:BAC) by 35.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 248,710 shares of the financial services provider’s stock after purchasing an additional 65,043 shares during the quarter. Vinva Investment Management Ltd’s holdings in Bank of America were worth $8,426,000 as […]

United-states
Colorado
America
Jefferies-financial-group
Wolfe-research
Morningstar-investment-services
Wells-fargo-company
Public-employees-retirement-association-of-colorado
America-corporation
News-ratings-for-bank
Holdings-channel

Platform Technology Partners Boosts Stake in Chevron Co. (NYSE:CVX)

Platform Technology Partners lifted its holdings in Chevron Co. (NYSE:CVX – Free Report) by 16.3% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,575 shares of the oil and gas company’s stock after buying an additional 1,903 shares during the period. Platform Technology […]

United-states
Raymond-james
Enrique-hernandez-jr
Exencial-wealth-advisors
Platform-technology-partners
Stephens-inc
Pinnacle-west-asset-management-inc
Chevron-company-profile
Scotiabank
Securities-exchange-commission
Chevron-co
Chevron

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