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Tarbox Family Office Inc Makes New Investment in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Tarbox Family Office Inc. bought a new position in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 33,137 shares of the company’s stock, valued at approximately $1,675,000. JPMorgan Ultra-Short Municipal ETF […]

Terra Nova Asset Management LLC Buys New Stake in Arthur J Gallagher & Co (NYSE:AJG)

Vanguard Total World Stock ETF (NYSEARCA:VT) Shares Sold by Beacon Financial Advisory LLC

Beacon Financial Advisory LLC reduced its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) by 21.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,762 shares of the exchange traded fund’s stock after selling 773 shares during […]

Amplius Wealth Advisors LLC Sells 1,648 Shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Amplius Wealth Advisors LLC reduced its holdings in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Get Rating) by 25.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 4,881 shares of the company’s stock after selling 1,648 shares during the quarter. Amplius Wealth Advisors LLC’s holdings in JPMorgan Ultra-Short Municipal ETF were worth […]

SYM FINANCIAL Corp Raises Stock Holdings in Vanguard Total World Stock ETF (NYSEARCA:VT)

SYM FINANCIAL Corp boosted its position in Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,051 shares of the exchange traded fund’s stock after buying an […]

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