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Concentric Wealth Management LLC Has $6 39 Million Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Concentric Wealth Management LLC grew its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 13.5% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 72,349 shares of the exchange traded fund’s stock after buying an additional 8,585 shares during the period. Vanguard Real […]

Freedom Investment Management Inc Has $7 01 Million Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Freedom Investment Management Inc. decreased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 10.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 79,315 shares of the exchange traded fund’s stock after selling 8,871 shares during the quarter. Freedom Investment […]

Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) is Chicago Wealth Management Inc s 10th Largest Position

Chicago Wealth Management Inc. grew its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 42.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 143,637 shares of the company’s stock after buying an additional 42,615 shares during the […]

167,488 Shares in Fiserv, Inc (NYSE:FI) Bought by Cubist Systematic Strategies LLC

Cubist Systematic Strategies LLC acquired a new position in Fiserv, Inc. (NYSE:FI – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 167,488 shares of the business services provider’s stock, valued at approximately $22,249,000. Several other institutional investors and hedge […]

Creative Planning Cuts Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Creative Planning decreased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,960,385 shares of the company’s stock after selling 64,030 shares during the period. Creative Planning’s holdings in […]

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