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Stonebridge Financial Planning Group LLC Decreases Position in Selective Insurance Group, Inc (NASDAQ:SIGI)

Stonebridge Financial Planning Group LLC lessened its stake in shares of Selective Insurance Group, Inc. (NASDAQ:SIGI – Free Report) by 5.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,440 shares of the insurance provider’s stock after selling 150 shares during the quarter. […]

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Stonebridge Financial Planning Group LLC Sells 3,775 Shares of First Trust Senior Loan ETF (NASDAQ:FTSL)

Stonebridge Financial Planning Group LLC lowered its stake in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 39.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,702 shares of the company’s stock after selling 3,775 shares […]

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Northcape Wealth Management LLC Purchases New Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Northcape Wealth Management LLC purchased a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,600 shares of the company’s stock, valued at approximately $274,000. Other institutional investors have also recently […]

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Stonebridge Financial Planning Group LLC Invests $212,000 in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Stonebridge Financial Planning Group LLC Invests $212,000 in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
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SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) is Cary Street Partners Asset Management LLC s 3rd Largest Position

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) is Cary Street Partners Asset Management LLC s 3rd Largest Position
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