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Shepherd Financial Partners LLC Has $18 01 Million Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Shepherd Financial Partners LLC Has $18 01 Million Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)
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Cosner Financial Group LLC Has $8 86 Million Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Cosner Financial Group LLC Has $8 86 Million Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)
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Visa Inc (NYSE:V) Stake Raised by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC increased its stake in Visa Inc. (NYSE:V – Free Report) by 13.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 11,282 shares of the credit-card processor’s stock after purchasing an additional 1,378 shares during the quarter. Visa makes up […]

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Charles Schwab Investment Advisory Inc Increases Position in Invesco QQQ (NASDAQ:QQQ)

Charles Schwab Investment Advisory Inc Increases Position in Invesco QQQ (NASDAQ:QQQ)
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Meta Platforms, Inc (NASDAQ:META) Shares Sold by Greenup Street Wealth Management LLC

Meta Platforms, Inc (NASDAQ:META) Shares Sold by Greenup Street Wealth Management LLC
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