Prosperity Planning Inc. grew its holdings in iShares GNMA Bond ETF (NASDAQ:GNMA – Free Report) by 10.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 173,624 shares of the company’s stock after buying an additional 16,232 shares during the quarter. iShares GNMA […]
Prosperity Planning Inc. boosted its stake in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 6.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 102,984 shares of the company’s stock after buying an additional 6,509 shares during the period. […]
Prosperity Planning Inc. lifted its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 7.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 23,996 shares of the company’s stock after acquiring an additional 1,645 shares during the period. Prosperity Planning Inc.’s holdings in Dimensional […]
Prosperity Planning Inc. increased its stake in Realty Income Co. (NYSE:O – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 16,266 shares of the real estate investment trust’s stock after acquiring an additional 267 shares during the quarter. Prosperity […]
Prosperity Planning Inc. reduced its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 6.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,839 shares of the exchange traded fund’s stock after selling […]