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Spire Wealth Management Has $4.36 Million Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Spire Wealth Management grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 21.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,343 shares of the company’s stock after acquiring an additional 3,804 shares during the […]

New-york
United-states
American
Wealth-dimensions-group-ltd
Aptus-capital-advisors
Sittner-nelson
Vanguard-total-stock-market-index-fund
Securities-exchange-commission
Ruedi-wealth-management-inc
Nasdaq
Waltman-capital

Wealth Dimensions Group Ltd. Has $17.36 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Wealth Dimensions Group Ltd. increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% in the first quarter, according to its most recent filing with the SEC. The fund owned 42,224 shares of the company’s stock after acquiring an additional 609 shares during the period. iShares Core S&P […]

United-states
Wealth-management
Wealth-dimensions-group-ltd
Financial-freedom
Studio-investment-management
Wealth-dimensions-group
Free-report
Dimensions-group
Investment-management
Alternative-capital
Laffer-tengler-investments

iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Sold by Nicolet Bankshares Inc.

Nicolet Bankshares Inc. cut its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.6% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 21,170 shares of the exchange traded fund’s stock after selling 137 shares during the quarter. iShares Russell […]

Company-profile
Widmann-financial-services-inc
Growth-index-fund
Wealthspire-advisors
Nicolet-bankshares-inc
Wealth-dimensions-group-ltd
Securities-exchange-commission
Grey-fox-wealth-advisors
Nicolet-bankshares
Shares-russell
Free-report

iShares Russell 1000 Growth ETF (NYSEARCA:IWF) is Nicolet Bankshares Inc.'s 10th Largest Position

Nicolet Bankshares Inc. decreased its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,170 shares of the exchange traded fund’s stock after selling 137 […]

Grey-fox-wealth-advisors
Wealthspire-advisors
Securities-exchange-commission
Growth-index-fund
Widmann-financial-services-inc
Wealth-dimensions-group-ltd
Nicolet-bankshares-inc
Nicolet-bankshares
Shares-russell
Free-report
Financial-services

Wealth Dimensions Group Ltd. Sells 123 Shares of Walmart Inc. (NYSE:WMT)

Wealth Dimensions Group Ltd. lessened its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 4.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,668 shares of the retailer’s stock after selling 123 shares during the period. Wealth Dimensions Group Ltd.’s […]

United-states
America
Alicel-walton
Walmart
Wealth-dimensions-group-ltd
Exchange-commission
Jpmorgan-chase-co
Walmart-inc
Walmart-international
Lodestar-private-asset-management
Citigroup

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