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Masso Torrence Wealth Management Inc Has $1 11 Million Stake in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Masso Torrence Wealth Management Inc Has $1 11 Million Stake in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)
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Yarger Wealth Strategies LLC Trims Holdings in Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Yarger Wealth Strategies LLC lowered its stake in shares of Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,479 shares of the company’s stock after selling 989 shares […]

CBIZ Investment Advisory Services LLC Reduces Stock Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

CBIZ Investment Advisory Services LLC lowered its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 30.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 443,121 shares of the company’s stock after selling 193,506 shares during […]

Form 13F-HR Intergy Private Wealth, For: Dec 31

Form 13F-HR Intergy Private Wealth, For: Dec 31
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Alphabet Inc (NASDAQ:GOOGL) Shares Bought by Intergy Private Wealth LLC

Intergy Private Wealth LLC raised its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 7.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,912 shares of the information services provider’s stock after purchasing an additional 139 shares during […]

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