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Waterford Advisors LLC Takes Position in Schwab U S Large-Cap Growth ETF (NYSEARCA:SCHG)

Waterford Advisors LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,145 shares of the company’s stock, valued at approximately $205,000. A number of other institutional investors […]

2,116 Shares in The Walt Disney Company (NYSE:DIS) Purchased by Paradigm Strategies in Wealth Management LLC

Paradigm Strategies in Wealth Management LLC bought a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,116 shares of the entertainment giant’s stock, valued at approximately $212,000. A number […]

Rovin Capital UT ADV Sells 775 Shares of Polaris Inc (NYSE:PII)

Rovin Capital UT ADV reduced its holdings in shares of Polaris Inc. (NYSE:PII – Get Rating) by 15.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,233 shares of the company’s stock after selling 775 shares during the quarter. Rovin Capital […]

Paradigm Strategies in Wealth Management LLC Buys 3,237 Shares of Bio-Techne Co (NASDAQ:TECH)

Paradigm Strategies in Wealth Management LLC raised its stake in shares of Bio-Techne Co. (NASDAQ:TECH – Get Rating) by 284.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 4,373 shares of the biotechnology company’s stock after purchasing an additional 3,237 shares during the quarter. […]

Vanguard Real Estate ETF (NYSEARCA:VNQ) Holdings Lowered by Paradigm Strategies in Wealth Management LLC

Paradigm Strategies in Wealth Management LLC trimmed its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 20.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,230 shares of the exchange traded fund’s stock after selling 2,322 shares during […]

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