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Golden State Equity Partners Purchases 9,394 Shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

Golden State Equity Partners raised its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 13.0% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 81,696 shares of the company’s stock after purchasing an additional 9,394 shares during the period. First Trust TCW Opportunistic Fixed Income ETF makes up […]

Envestnet-asset-management-inc
Stephens-inc
Quarter-for-first-trust
Wells-fargo-company
News-ratings-for-first-trust
Stifel-financial-corp
First-trust
Golden-state-equity-partners
Fixed-income
Free-report
Golden-state-equity-partner

Golden State Equity Partners Increases Position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

Golden State Equity Partners grew its position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 13.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 81,696 shares of the company’s stock after purchasing an additional 9,394 shares during the […]

News-ratings-for-first-trust
Stephens-inc
First-trust
Quarter-for-first-trust
Stifel-financial-corp
Envestnet-asset-management-inc
Company-profile
Exchange-commission
Wells-fargo-company
Golden-state-equity-partners
Fixed-income

Golden State Equity Partners Grows Holdings in Salesforce, Inc. (NYSE:CRM)

Golden State Equity Partners lifted its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,165 shares of the CRM provider’s stock after buying an additional 166 shares […]

Canada
Brian-millham
Marc-benioff
Needham-company
Securities-exchange-commission
Citigroup
Roundview-capital
Royal-bank
Covestor-ltd
Fairfield-bush
Exchange-commission
Mackenzie-financial-corp

Golden State Equity Partners Has $5.04 Million Stake in First Trust Horizon Managed Volatility Domestic ETF (NYSEARCA:HUSV)

Golden State Equity Partners raised its holdings in First Trust Horizon Managed Volatility Domestic ETF (NYSEARCA:HUSV – Free Report) by 9.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 160,699 shares of the company’s stock after acquiring an additional 14,359 shares during […]

Cambridge
Cambridgeshire
United-kingdom
Cambridge-investment-research-advisors-inc
Truist-financial-corp
First-trust-horizon-managed-volatility-domestic
Envestnet-asset-management-inc
Golden-state-equity-partners
Free-report
Trust-horizon-managed-volatility-domestic
Golden-state-equity-partner

Golden State Equity Partners Decreases Stake in Walmart Inc. (NYSE:WMT)

Golden State Equity Partners cut its position in Walmart Inc. (NYSE:WMT – Free Report) by 7.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,580 shares of the retailer’s stock after selling 1,617 shares during the period. Walmart accounts for […]

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Marquette-asset-management
Union-savings-bank
Kozak-associates-inc
Wealth-management
Morgan-stanley
Jefferies-financial-group
Walmart-neighborhood-market
Walmart-international
Walmart-inc
Walmart

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