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Dodds Wealth LLC Invests $8 36 Million in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Dodds Wealth LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 150,147 shares of the company’s stock, valued at approximately $8,359,000. Schwab US Broad Market ETF makes […]

Brown Brothers Harriman & Co Has $1 29 Million Position in AT&T Inc (NYSE:T)

Brown Brothers Harriman & Co. reduced its position in shares of AT&T Inc. (NYSE:T – Free Report) by 3.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 77,054 shares of the technology company’s stock after selling 2,878 shares during the period. […]

Clear Investment Research LLC Has $1 67 Million Holdings in Fidelity Total Bond ETF (NYSEARCA:FBND)

Clear Investment Research LLC raised its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 22.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 36,326 shares of the company’s stock after purchasing an additional 6,741 shares […]

IronBridge Private Wealth LLC Raises Holdings in SPDR S&P Biotech ETF (NYSEARCA:XBI)

IronBridge Private Wealth LLC increased its position in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 37.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 74,533 shares of the exchange traded fund’s stock after purchasing an additional 20,477 shares during the quarter. […]

TotalEnergies SE (NYSE:TTE) Shares Purchased by Alaethes Wealth LLC

Alaethes Wealth LLC grew its holdings in TotalEnergies SE (NYSE:TTE – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,259 shares of the company’s stock after acquiring an additional 384 shares during the period. […]

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