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Schulz Wealth LTD. Invests $710,000 in Innovator Premium Income 15 Buffer ETF – October (BATS:LOCT)

Schulz Wealth LTD. purchased a new position in shares of Innovator Premium Income 15 Buffer ETF – October (BATS:LOCT – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 29,500 shares of the company’s stock, valued at approximately $710,000. Innovator Premium Income 15 Buffer ETF – October accounts for about 0.7% of Schulz […]

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Booz Allen Hamilton Holding Co. (NYSE:BAH) Stock Holdings Increased by TFO Wealth Partners LLC

TFO Wealth Partners LLC increased its holdings in Booz Allen Hamilton Holding Co. (NYSE:BAH – Free Report) by 69,400.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,865 shares of the business services provider’s stock after purchasing an additional 4,858 shares during […]

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TD Capital Management LLC Acquires 415 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

TD Capital Management LLC raised its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 0.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,458 shares of the company’s stock after purchasing an additional 415 shares during […]

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Fischer Investment Strategies LLC Sells 400 Shares of Vanguard Large-Cap ETF (NYSEARCA:VV)

Fischer Investment Strategies LLC cut its stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 29.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 945 shares of the company’s stock after selling 400 shares during the period. Vanguard […]

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Roundview Capital LLC Has $1.48 Million Holdings in Vanguard Total World Stock ETF (NYSEARCA:VT)

Roundview Capital LLC boosted its position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 11.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,391 shares of the exchange traded fund’s stock after buying an additional 1,516 shares during […]

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