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Regal Investment Advisors LLC Acquires New Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Regal Investment Advisors LLC acquired a new stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 30,671 shares of the company’s stock, valued at approximately $1,475,000. […]

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Stokes-family-office
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Wealth-management-group
Family-office
Stephens-wealth-management

Stokes Family Office LLC Sells 1,810 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Stokes Family Office LLC trimmed its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,625 shares of the company’s stock after selling 1,810 shares during the quarter. Vanguard High […]

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Robertson-stephens-wealth-management
Stokes-family-office
Meridian-wealth-advisors
Colony-family-offices
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Exchange-commission
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Free-report
High-dividend-yield
Family-office

CI Investments Inc. Has $111.77 Million Stock Position in The Coca-Cola Company (NYSE:KO)

CI Investments Inc. reduced its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 0.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,996,514 shares of the company’s stock after selling 12,019 shares during the period. CI Investments Inc.’s holdings […]

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James-quincey
Jefferies-financial-group
Exchange-commission
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Jpmorgan-chase-co
Barclays
Ci-investments-inc
Citigroup
Pearl-river-capital
Cola-company
Morgan-stanley

Stokes Family Office LLC Sells 1,810 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Stokes Family Office LLC trimmed its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,625 shares of the company’s stock after selling 1,810 shares during the quarter. Vanguard High […]

Madden-advisory-services-inc
Robertson-stephens-wealth-management
Stokes-family-office
Meridian-wealth-advisors
Colony-family-offices
Vanguard-high-dividend-yield-index-fund
Exchange-commission
Vanguard-high-dividend-yield
Free-report
High-dividend-yield
Family-office

Leeward Financial Partners LLC Lowers Position in Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Leeward Financial Partners LLC Lowers Position in Vanguard Ultra-Short Bond ETF (BATS:VUSB)
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