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Clear Investment Research LLC Makes New Investment in iShares Exponential Technologies ETF (NASDAQ:XT)

Clear Investment Research LLC acquired a new position in shares of iShares Exponential Technologies ETF (NASDAQ:XT – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 535 shares of the company’s stock, valued at approximately $32,000. Several other hedge funds have […]

Exchange-commission
Financial-network-inc
Kingsview-wealth-management
Financial-services-group-inc
Clear-investment-research
Shares-exponential-technologies
Free-report
Financial-network
Services-group
Wealth-management
Visit-holdingschannel

Schulz Wealth LTD. Makes New $207,000 Investment in Okta, Inc. (NASDAQ:OKTA)

Schulz Wealth LTD. purchased a new stake in Okta, Inc. (NASDAQ:OKTA – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 2,284 shares of the company’s stock, valued at approximately $207,000. Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Bank of Nova Scotia […]

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Shibu-ninan
Shellyel-archambeau
Goldman-sachs-group
Qtron-investments
Okta-inc
Financial-network-inc
Capstone-investment-advisors
Okta-company-profile
Nasdaq
Schulz-wealth
Securities-exchange-commission

IronBridge Private Wealth LLC Makes New $357,000 Investment in Vanguard Large-Cap ETF (NYSEARCA:VV)

IronBridge Private Wealth LLC acquired a new position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 1,635 shares of the company’s stock, valued at approximately $357,000. A number of other hedge funds have also […]

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Cap-index-fund-the
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Ironbridge-private-wealth
Roundview-capital
Clear-investment-research
Avestar-capital
Stifel-financial-corp
Financial-network-inc
Vanguard-large-cap
Free-report

New Republic Capital LLC Has $485,000 Stock Position in Netflix, Inc. (NASDAQ:NFLX)

New Republic Capital LLC reduced its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 26.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 996 shares of the Internet television network’s stock after selling 359 shares during the period. New […]

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Spencer-adam-neumann
Nasdaq
Legacy-advisors
Martin-investment-management-co
Canaccord-genuity-group
Netflix-inc
Netflix
Exchange-commission
Financial-network-inc
Netflix-company-profile

TD Capital Management LLC Makes New Investment in CSX Co. (NASDAQ:CSX)

TD Capital Management LLC purchased a new position in CSX Co. (NASDAQ:CSX – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 3,645 shares of the transportation company’s stock, valued at approximately $126,000. Other institutional investors have also added to or reduced their stakes in the company. TFO Wealth Partners LLC raised […]

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Wealth-partners
Td-asset-management-inc
Nasdaq
Stifel-financial-corp
Proquility-private-wealth-partners
Financial-network-inc
Free-report
Financial-network

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