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Vanguard Growth ETF (NYSEARCA:VUG) Stock Position Boosted by NorthLanding Financial Partners LLC

NorthLanding Financial Partners LLC lifted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 4.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,354 shares of the company’s stock after acquiring an additional 939 shares […]

United-states
Exchange-commission
Wealth-management-corp
Northlanding-financial-partners
Klingman-associates
Marks-group-wealth-management-inc
Vanguard-growth-index-fund
Del-sette-capital-management
Vanguard-growth
Free-report
Landing-financial-partners

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Holdings Raised by MorganRosel Wealth Management LLC

MorganRosel Wealth Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 2.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 353,144 shares of the company’s stock after acquiring an additional 8,303 shares during the quarter. Schwab U.S. […]

Leoh-evart-inc
Wealth-management-corp
Stephens-consulting
Charles-schwab
Arbor-capital-management-inc
Morganrosel-wealth-management
Free-report
Rosel-wealth-management
Capital-management
Cetera-investment-advisers
Investment-advisers

iShares U.S. Technology ETF (NYSEARCA:IYW) Shares Sold by MA Private Wealth

MA Private Wealth lowered its stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 30.6% in the third quarter, Holdings Channel.com reports. The institutional investor owned 91,254 shares of the exchange traded fund’s stock after selling 40,271 shares during the quarter. iShares U.S. Technology ETF comprises about 2.3% of MA Private Wealth’s holdings, […]

Capital-investment-advisory-services
Wealth-management-corp
Patriot-financial-group-insurance-agency
Hobart-private-capital
Company-profile
A-davidson
Us-technology
Holdings-channel
Free-report
Investment-advisory-services
Financial-group-insurance-agency

Gradient Capital Advisors LLC Trims Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Gradient Capital Advisors LLC decreased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 1.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 20,464 shares of the company’s stock after selling 233 shares during the quarter. Gradient Capital […]

Charles-schwab
Wealth-management-corp
Leoh-evart-inc
Stephens-consulting
Gradient-capital-advisors
Arbor-capital-management-inc
Free-report
Capital-advisors
Capital-management
Cetera-investment-advisers
Investment-advisers

iShares U.S. Technology ETF (NYSEARCA:IYW) Shares Bought by Eudaimonia Advisors LLC

Eudaimonia Advisors LLC grew its holdings in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 6.4% during the third quarter, HoldingsChannel reports. The fund owned 6,718 shares of the exchange traded fund’s stock after purchasing an additional 405 shares during the period. Eudaimonia Advisors LLC’s holdings in iShares U.S. Technology ETF were worth $705,000 […]

Company-profile
Us-technology
Capital-investment-advisory-services
Wealth-management-corp
Hobart-private-capital
Eudaimonia-advisors
Patriot-financial-group-insurance-agency
A-davidson
Free-report
Investment-advisory-services
Financial-group-insurance-agency

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