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Elevate Wealth Advisory Inc Buys New Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Elevate Wealth Advisory Inc. bought a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 1,157 shares of the company’s stock, valued at approximately $274,000. A number of other […]

Enzi Wealth Has $1 67 Million Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Enzi Wealth decreased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 8.8% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 3,686 shares of the company’s stock after selling 357 shares during the period. Vanguard S&P 500 ETF comprises 0.8% of Enzi Wealth’s […]

Keeley Teton Advisors LLC Has $395,000 Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Keeley Teton Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 30.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,645 shares of the exchange traded fund’s stock after buying an additional 855 shares during the […]

Financial Partners Group LLC Purchases 117 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Financial Partners Group LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,225 shares of the exchange traded fund’s stock after acquiring […]

Burkett Financial Services LLC Makes New Investment in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Burkett Financial Services LLC bought a new stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 45,108 shares of the company’s stock, valued at approximately $12,502,000. iShares Core […]

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