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Covenant Partners LLC Boosts Stake in Albemarle Co (NYSE:ALB)

Covenant Partners LLC raised its holdings in shares of Albemarle Co. (NYSE:ALB – Free Report) by 84.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,205 shares of the specialty chemicals company’s stock after buying an additional 1,011 shares during […]

Syverson Strege & Co Buys 521 Shares of Dimensional U S Targeted Value ETF (NYSEARCA:DFAT)

Syverson Strege & Co raised its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 8,007 shares of the company’s stock after acquiring an additional 521 shares during the period. Syverson Strege & Co’s holdings in Dimensional U.S. Targeted […]

The Trade Desk, Inc (NASDAQ:TTD) Stock Position Lowered by Shariaportfolio Inc

Shariaportfolio Inc. trimmed its holdings in The Trade Desk, Inc. (NASDAQ:TTD – Free Report) by 84.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,451 shares of the technology company’s stock after selling 23,617 shares during the quarter. Shariaportfolio Inc.’s holdings in Trade […]

iShares Core MSCI EAFE ETF (BATS:IEFA) is Concentric Wealth Management LLC s 3rd Largest Position

Concentric Wealth Management LLC increased its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.9% during the 4th quarter, HoldingsChannel reports. The fund owned 155,266 shares of the company’s stock after acquiring an additional 7,240 shares during the quarter. iShares Core MSCI EAFE ETF comprises approximately 3.2% of Concentric Wealth Management […]

Concentric Wealth Management LLC Takes Position in iShares 5-10 Year Investment Grade Corporate Bond ETF (NASDAQ:IGIB)

Concentric Wealth Management LLC acquired a new stake in shares of iShares 5-10 Year Investment Grade Corporate Bond ETF (NASDAQ:IGIB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 138,574 shares of the company’s stock, valued at approximately $7,206,000. iShares […]

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