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Avantax Planning Partners Inc Has $668,000 Stock Position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Avantax Planning Partners Inc Has $668,000 Stock Position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)
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Orion Portfolio Solutions LLC Decreases Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Orion Portfolio Solutions LLC Decreases Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)
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TCW Group Inc Has $97 15 Million Position in Intuitive Surgical, Inc (NASDAQ:ISRG)

TCW Group Inc. grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2.4% during the 4th quarter, Holdings Channel reports. The firm owned 287,956 shares of the medical equipment provider’s stock after purchasing an additional 6,848 shares during the quarter. Intuitive Surgical makes up about 1.1% of TCW Group Inc.’s investment portfolio, […]

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Corient Private Wealth LLC Buys 105,755 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Corient Private Wealth LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 14.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 857,051 shares of the company’s stock after acquiring an additional 105,755 shares […]

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D A Davidson & CO Raises Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)

D.A. Davidson & CO. grew its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 48.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 68,706 shares of the exchange traded fund’s stock after purchasing an additional 22,369 shares during the […]

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