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MorganRosel Wealth Management LLC Boosts Stock Position in iShares Core U S Aggregate Bond ETF (NYSEARCA:AGG)

MorganRosel Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 18.3% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 26,005 shares of the company’s stock after buying an additional 4,022 shares during the period. iShares […]

MorganRosel Wealth Management LLC Lowers Stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

MorganRosel Wealth Management LLC lessened its stake in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Get Rating) by 1.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 275,048 shares of the company’s stock after selling 3,913 shares during […]

4,530 Shares in Invesco DWA SmallCap Momentum ETF (NASDAQ:DWAS) Acquired by MorganRosel Wealth Management LLC

MorganRosel Wealth Management LLC purchased a new stake in Invesco DWA SmallCap Momentum ETF (NASDAQ:DWAS – Get Rating) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 4,530 shares of the company’s stock, valued at approximately $334,000. MorganRosel Wealth Management LLC […]

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Acquired by MorganRosel Wealth Management LLC

MorganRosel Wealth Management LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 50.3% during the first quarter, HoldingsChannel reports. The fund owned 5,996 shares of the company’s stock after buying an additional 2,006 shares during the period. Vanguard S&P 500 ETF comprises approximately 1.0% of MorganRosel Wealth Management […]

Helmerich & Payne, Inc (NYSE:HP) Shares Bought by MorganRosel Wealth Management LLC

MorganRosel Wealth Management LLC boosted its position in shares of Helmerich & Payne, Inc. (NYSE:HP – Get Rating) by 17.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,332 shares of the oil and gas company’s stock after buying an additional 3,063 shares during […]

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