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15,349 Shares in Vanguard S&P 500 ETF (NYSEARCA:VOO) Bought by Midland Wealth Advisors LLC

Midland Wealth Advisors LLC purchased a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 15,349 shares of the company’s stock, valued at approximately $6,705,000. Vanguard S&P 500 ETF makes up 0.5% […]

Comerica Bank Boosts Stake in iShares Core U S Aggregate Bond ETF (NYSEARCA:AGG)

Comerica Bank lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 635,665 shares of the company’s stock after buying an additional 99,359 shares […]

Freedom Investment Management Inc Trims Stake in Schwab Intermediate-Term U S Treasury ETF (NYSEARCA:SCHR)

Freedom Investment Management Inc. cut its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 11.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 55,242 shares of the company’s stock after selling 6,991 shares during the period. Freedom Investment Management Inc.’s holdings in […]

Fort Sheridan Advisors LLC Has $2 65 Million Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Fort Sheridan Advisors LLC raised its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.8% during the fourth quarter, HoldingsChannel reports. The firm owned 15,521 shares of the company’s stock after acquiring an additional 717 shares during the quarter. Fort Sheridan Advisors LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $2,645,000 […]

Pathstone Holdings LLC Invests $193 34 Million in The Coca-Cola Company (NYSE:KO)

Pathstone Holdings LLC acquired a new position in The Coca-Cola Company (NYSE:KO – Free Report) in the fourth quarter, HoldingsChannel reports. The firm acquired 3,279,304 shares of the company’s stock, valued at approximately $193,342,000. Coca-Cola comprises about 1.0% of Pathstone Holdings LLC’s holdings, making the stock its 14th largest position. A number of other hedge […]

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