Belpointe Asset Management LLC increased its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 307.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 66,512 shares of the company’s stock after purchasing an additional 50,178 shares during […]
Beacon Bridge Wealth Partners LLC lifted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 122.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,187 shares of the exchange traded fund’s stock after purchasing […]
Jones Financial Companies Lllp raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 35.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 47,958 shares of the company’s stock after buying an additional 12,492 shares during the quarter. […]
Adero Partners LLC trimmed its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,078 shares of the company’s stock after selling 1,100 shares during the period. […]
Alley Investment Management Company LLC increased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 54.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,567 shares of the exchange traded fund’s stock after purchasing an […]