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Grand Wealth Management LLC Boosts Stock Position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Grand Wealth Management LLC Boosts Stock Position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)
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CX Institutional Invests $867,000 in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

CX Institutional purchased a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 12,395 shares of the company’s stock, valued at approximately $867,000. A number of […]

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Vista Wealth Management Group LLC Purchases 151 Shares of NVIDIA Co. (NASDAQ:NVDA)

Vista Wealth Management Group LLC lifted its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 0.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,814 shares of the computer hardware maker’s stock after purchasing an additional 151 shares […]

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Merriman Wealth Management LLC Purchases 63,575 Shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Merriman Wealth Management LLC Purchases 63,575 Shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)
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Vista Wealth Management Group LLC Makes New $207,000 Investment in Prologis, Inc. (NYSE:PLD)

Vista Wealth Management Group LLC purchased a new stake in Prologis, Inc. (NYSE:PLD – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 1,661 shares of the real estate investment trust’s stock, valued at approximately $207,000. Other institutional investors also recently modified their […]

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