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Creative Planning Purchases 534,891 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Creative Planning raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,638,740 shares of the company’s stock after purchasing an additional 534,891 shares during the quarter. Dimensional […]

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Financial-advisors

Short Interest in Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR) Decreases By 91.6%

Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR – Get Free Report) saw a significant decrease in short interest during the month of May. As of May 15th, there was short interest totalling 700 shares, a decrease of 91.6% from the April 30th total of 8,300 shares. Based on an average daily volume of 32,800 shares, […]

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1,878 Shares in Merck & Co., Inc. (NYSE:MRK) Purchased by Meridian Management Co.

1,878 Shares in Merck & Co., Inc. (NYSE:MRK) Purchased by Meridian Management Co.
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JPMorgan Chase & Co. (NYSE:JPM) Stock Holdings Lowered by Lockheed Martin Investment Management Co.

Lockheed Martin Investment Management Co. lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 79.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 16,750 shares of the financial services provider’s stock after selling 64,020 shares during the period. Lockheed Martin Investment […]

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Fortress-wealth-management-inc
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JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by Elevatus Welath Management

Elevatus Welath Management boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 128.5% in the 4th quarter, Holdings Channel reports. The fund owned 3,425 shares of the financial services provider’s stock after buying an additional 1,926 shares during the period. Elevatus Welath Management’s holdings in JPMorgan Chase & Co. were worth $583,000 […]

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