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Continuum Advisory LLC Buys 950 Shares of Vanguard Large-Cap ETF (NYSEARCA:VV)

Continuum Advisory LLC grew its position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 36,463 shares of the company’s stock after purchasing an additional 950 shares […]

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Envestnet-portfolio-solutions-inc
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Keb-asset-management
Vanguard-large-cap
Free-report

Sollinda Capital Management LLC Invests $407,000 in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Sollinda Capital Management LLC bought a new position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 16,419 shares of the company’s stock, valued at approximately $407,000. Other institutional investors also recently […]

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Rainsberger-wealth-advisors-inc
Schwab-emerging-markets-equity
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Peapack Gladstone Financial Corp Increases Holdings in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF)

Peapack Gladstone Financial Corp increased its stake in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF – Free Report) by 1.2% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 154,145 shares of the company’s stock after buying an additional 1,849 shares during the quarter. Peapack Gladstone Financial […]

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Financial-network-inc
Charles-schwab
Peapack-gladstone-financial-corp
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Bluesky-wealth-advisors
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Gladstone-financial-corp
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GM Advisory Group LLC Sells 54 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

GM Advisory Group LLC lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,437 shares of the healthcare conglomerate’s stock after selling 54 shares during the quarter. GM Advisory Group LLC’s holdings […]

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Optum-health
Shepherd-financial-partners
News-ratings-for-unitedhealth-group-daily

Sprinkle Financial Consultants LLC Buys New Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Sprinkle Financial Consultants LLC bought a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 2,623 shares of the exchange traded fund’s stock, valued at approximately $232,000. A number of other institutional investors […]

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