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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 […]

Rock-point
New-york
United-states
Essex
American
Exchange-commission
Elevate-wealth-advisory-inc
Roffman-miller-associates-inc
Essex-investment-management-co
Atlantic-private-wealth
Rock-point-advisors

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 […]

United-states
Catalyst-capital-advisors
Company-profile
Atlantic-private-wealth
Exchange-traded-fund
Vanguard-personalized-indexing-management
Index-fund-the
Wealthplan-investment-management
Kenzi-wealth
Free-report
Plan-investment-management

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 […]

United-states
Company-profile
Highlander-capital-management
Securities-exchange-commission
Keeley-teton-advisors
Index-fund
Advantage-trust-co
Atlantic-private-wealth
Bruceg-allen-investments
Industrial-alliance-investment-management-inc
Shares-core-sp-small-cap

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 […]

United-states
Index-fund
Highlander-capital-management
Atlantic-private-wealth
Bruceg-allen-investments
Advantage-trust-co
Pingora-partners
Company-profile
Securities-exchange-commission
Financial-partners-group
Shares-core-sp-small-cap

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 […]

United-states
Exchange-commission
Index-fund
Income-strategies
Atlantic-private-wealth
Hexagon-capital-partners
Islay-capital-management
Keener-financial-planning
Burkett-financial-services
Shares-core-sp-mid-cap
Free-report

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