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Sar Wealth Management Group LLC Invests $26 50 Million in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Sar Wealth Management Group LLC bought a new position in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 514,023 shares of the company’s stock, valued at approximately $26,498,000. First Trust […]

Neuberger Berman Group LLC Cuts Stock Holdings in Value Line, Inc (NASDAQ:VALU)

Neuberger Berman Group LLC reduced its stake in Value Line, Inc. (NASDAQ:VALU – Free Report) by 7.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 130,780 shares of the financial services provider’s stock after selling 10,196 shares during the quarter. […]

Meridian Wealth Management LLC Takes $1 51 Million Position in Capital Group Core Bond ETF (NYSEARCA:CGCB)

Meridian Wealth Management LLC acquired a new position in shares of Capital Group Core Bond ETF (NYSEARCA:CGCB – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 56,897 shares of the company’s stock, valued at approximately $1,505,000. […]

Axxcess Wealth Management LLC Increases Holdings in SPDR S&P International Small Cap ETF (NYSEARCA:GWX)

Axxcess Wealth Management LLC Increases Holdings in SPDR S&P International Small Cap ETF (NYSEARCA:GWX)
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Private Advisor Group LLC Sells 35,662 Shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Private Advisor Group LLC decreased its holdings in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 7.3% in the 4th quarter, HoldingsChannel reports. The firm owned 455,411 shares of the company’s stock after selling 35,662 shares during the quarter. Private Advisor Group LLC’s holdings in Vanguard Short-Term Treasury Index ETF were worth $26,564,000 […]

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