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Fusion Family Wealth LLC Takes Position in Microsoft Co. (NASDAQ:MSFT)

Fusion Family Wealth LLC bought a new stake in Microsoft Co. (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 657 shares of the software giant’s stock, valued at approximately $224,000. Other hedge funds and other institutional investors […]

Satya-nadella
Sanfordc-bernstein
Piper-sandler
Bradfordl-smith
Monumental-financial-group-inc
Carolina-wealth-advisors
Alapocas-investment-partners-inc
Syverson-strege-co
Gleason-group-inc
Nasdaq
Microsoft
Morgan-stanley

Columbus Macro LLC Sells 346 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Columbus Macro LLC decreased its position in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 1.2% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 27,793 shares of the company’s stock after selling 346 shares during the period. Vanguard FTSE All-World ex-US Small-Cap ETF […]

Wells-fargo-company
Fusion-family-wealth
Columbus-macro
Stratos-wealth-partners
Wedbush-securities-inc
Free-report
Wealth-partners
Family-wealth
Falcon-wealth-planning
Wealth-planning
Small-cap

Vanguard Small-Cap ETF (NYSEARCA:VB) Holdings Boosted by Fusion Family Wealth LLC

Fusion Family Wealth LLC boosted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 375,174 shares of the company’s stock after purchasing an additional 14,574 shares during the period. Vanguard Small-Cap ETF […]

Wealth-alliance
Magnus-financial-group
Fusion-family-wealth
Stockman-wealth-management-inc
Exchange-commission
Neuberger-berman-group
Vanguard-small-cap
Free-report
Family-wealth
Berman-group
Wealth-management

Fusion Family Wealth LLC Sells 122 Shares of Vanguard Large-Cap ETF (NYSEARCA:VV)

Fusion Family Wealth LLC lowered its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 0.3% during the 2nd quarter, Holdings Channel reports. The fund owned 45,953 shares of the company’s stock after selling 122 shares during the period. Vanguard Large-Cap ETF makes up 1.1% of Fusion Family Wealth LLC’s portfolio, making the stock […]

United-states
Cetera-advisor-networks
Fusion-family-wealth
Cap-index-fund-the
Envestnet-asset-management-inc
Simplicity-solutions
Ep-wealth-advisors
Moneta-group-investment-advisors
Holdings-channel
Vanguard-large-cap
Free-report

Fusion Family Wealth LLC Makes New Investment in iShares Biotechnology ETF (NASDAQ:IBB)

Fusion Family Wealth LLC bought a new position in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,775 shares of the financial services provider’s stock, valued at approximately $630,000. iShares […]

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Switzerland
Citigroup-inc
Nasdaq
Moneta-group-investment-advisors
Ltd-zurich
Nasdaq-biotechnology-index-fund
Goldman-sachs-group-inc
Jpmorgan-chase-co
Fusion-family-wealth

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