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Gladstone Institutional Advisory LLC Has $1 93 Million Stock Position in Bank of America Co (NYSE:BAC)

Gladstone Institutional Advisory LLC lessened its position in Bank of America Co. (NYSE:BAC) by 16.6% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 57,181 shares of the financial services provider’s stock after selling 11,376 shares during the period. Gladstone Institutional Advisory LLC’s holdings in Bank of America […]

Gladstone Institutional Advisory LLC Trims Stock Position in Vanguard Russell 2000 Growth ETF (NASDAQ:VTWG)

Gladstone Institutional Advisory LLC cut its position in Vanguard Russell 2000 Growth ETF (NASDAQ:VTWG – Free Report) by 17.7% in the fourth quarter, Holdings Channel reports. The firm owned 11,652 shares of the company’s stock after selling 2,513 shares during the period. Gladstone Institutional Advisory LLC’s holdings in Vanguard Russell 2000 Growth ETF were worth […]

Gladstone Institutional Advisory LLC Cuts Position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

Gladstone Institutional Advisory LLC lessened its stake in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 36.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 85,647 shares of the company’s stock after selling 49,920 shares during the […]

Gladstone Institutional Advisory LLC Increases Stake in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Gladstone Institutional Advisory LLC boosted its holdings in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB – Free Report) by 2.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,086 shares of the company’s stock after purchasing an additional 1,044 shares during the period. Gladstone […]

Gladstone Institutional Advisory LLC Purchases 2,870 Shares of iShares Global Consumer Staples ETF (NYSEARCA:KXI)

Gladstone Institutional Advisory LLC grew its position in shares of iShares Global Consumer Staples ETF (NYSEARCA:KXI – Free Report) by 16.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 19,825 shares of the company’s stock after acquiring an additional 2,870 shares during the quarter. Gladstone Institutional Advisory […]

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