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Pathstone Holdings LLC Invests $94 85 Million in Dimensional International Core Equity 2 ETF (BATS:DFIC)

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 […]

VitalStone Financial LLC Acquires 2,445 Shares of Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB)

VitalStone Financial LLC lifted its stake in Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB – Free Report) by 698.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,795 shares of the company’s stock after purchasing an additional 2,445 shares […]

Oppenheimer & Co Inc Reduces Position in Applied Materials, Inc (NASDAQ:AMAT)

Oppenheimer & Co. Inc. lessened its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 3.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,631 shares of the manufacturing equipment provider’s stock after selling 2,017 shares during the […]

iShares Russell 1000 ETF (NYSEARCA:IWB) Shares Bought by Belpointe Asset Management LLC

Belpointe Asset Management LLC lifted its stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 296.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,355 shares of the company’s stock after acquiring an additional 9,236 shares during the quarter. […]

Beacon Bridge Wealth Partners LLC Buys 38,415 Shares of Schwab U S Aggregate Bond ETF (NYSEARCA:SCHZ)

Beacon Bridge Wealth Partners LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 25.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 188,458 shares of the company’s stock after purchasing an additional 38,415 shares during the […]

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