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First Ascent Asset Management LLC Has $5.61 Million Stock Position in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

First Ascent Asset Management LLC boosted its holdings in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 4.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 95,441 shares of the company’s stock after buying an additional 4,122 shares […]

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Silver Oak Securities Incorporated Increases Position in Pacer Lunt Large Cap Alternator ETF (NYSEARCA:ALTL)

Silver Oak Securities Incorporated increased its holdings in shares of Pacer Lunt Large Cap Alternator ETF (NYSEARCA:ALTL – Free Report) by 528.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,672 shares of the company’s stock after buying an […]

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Assetmark-inc
Cornerstone-wealth-management
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Free-report
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Atria Wealth Solutions Inc. Buys 7,515 Shares of FT Vest U.S. Equity Deep Buffer ETF – April (BATS:DAPR)

Atria Wealth Solutions Inc. Buys 7,515 Shares of FT Vest U.S. Equity Deep Buffer ETF – April (BATS:DAPR)
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Atria Wealth Solutions Inc. Acquires 7,515 Shares of FT Vest U.S. Equity Deep Buffer ETF – April (BATS:DAPR)

Atria Wealth Solutions Inc. Acquires 7,515 Shares of FT Vest U.S. Equity Deep Buffer ETF – April (BATS:DAPR)
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National Wealth Management Group LLC Invests $261,000 in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

National Wealth Management Group LLC purchased a new stake in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 10,559 shares of the company’s stock, valued at approximately $261,000. Other […]

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National-wealth-management-group
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