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Covenant Partners LLC Boosts Stake in Albemarle Co. (NYSE:ALB)

Covenant Partners LLC raised its holdings in shares of Albemarle Co. (NYSE:ALB – Free Report) by 84.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,205 shares of the specialty chemicals company’s stock after buying an additional 1,011 shares during […]

United-states
America
Mark-richard-mummert
John-clarence-barichivich
Berenberg-bank
Keycorp
Albemarle-corporation
Covenant-partners
Jones-financial-companies-lllp
Securities-exchange-commission
Arlington-trust-co
Energy-storage

Syverson Strege & Co Buys 521 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Syverson Strege & Co raised its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 8,007 shares of the company’s stock after acquiring an additional 521 shares during the period. Syverson Strege & Co’s holdings in Dimensional U.S. Targeted […]

Edgerock-capital
Signature-resources-capital-management
Jones-financial-companies-lllp
Trifecta-capital-advisors
Truvestments-capital
Company-profile
Holdings-channel
Syverson-strege-co
Syverson-strege
Free-report
Resources-capital-management

The Trade Desk, Inc. (NASDAQ:TTD) Stock Position Lowered by Shariaportfolio Inc.

Shariaportfolio Inc. trimmed its holdings in The Trade Desk, Inc. (NASDAQ:TTD – Free Report) by 84.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,451 shares of the technology company’s stock after selling 23,617 shares during the quarter. Shariaportfolio Inc.’s holdings in Trade […]

United-states
Canada
Stifel-nicolaus
Shariaportfolio-inc
Desk-inc
Ancora-advisors
Exchange-commission
Nasdaq
Keycorp
Level-financial-advisors-inc
Royal-bank
Catalyst-capital-advisors

iShares Core MSCI EAFE ETF (BATS:IEFA) is Concentric Wealth Management LLC's 3rd Largest Position

Concentric Wealth Management LLC increased its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.9% during the 4th quarter, HoldingsChannel reports. The fund owned 155,266 shares of the company’s stock after acquiring an additional 7,240 shares during the quarter. iShares Core MSCI EAFE ETF comprises approximately 3.2% of Concentric Wealth Management […]

United-states
America
Cerity-partners
Quotient-wealth-partners
Wells-fargo-company
Blackrock
Jones-financial-companies-lllp
Concentric-wealth-management
Envestnet-portfolio-solutions-inc
Shares-core
Free-report

Concentric Wealth Management LLC Takes Position in iShares 5-10 Year Investment Grade Corporate Bond ETF (NASDAQ:IGIB)

Concentric Wealth Management LLC acquired a new stake in shares of iShares 5-10 Year Investment Grade Corporate Bond ETF (NASDAQ:IGIB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 138,574 shares of the company’s stock, valued at approximately $7,206,000. iShares […]

Concentric-wealth-management
Vermillion-white-wealth-management-group
Allstate-corp
Blackrock
Jones-financial-companies-lllp
Securities-exchange-commission
Investment-grade-corporate-bond
Free-report
Wealth-management
White-wealth-management-group
Financial-companies-lllp

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