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True Wealth Design LLC Trims Stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

True Wealth Design LLC cut its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 70,395 shares of the company’s stock after selling 436 shares during the quarter. […]

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Sprinkle Financial Consultants LLC Buys New Holdings in Avantis Real Estate ETF (NYSEARCA:AVRE)

Sprinkle Financial Consultants LLC bought a new stake in shares of Avantis Real Estate ETF (NYSEARCA:AVRE – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 12,463 shares of the company’s stock, valued at approximately $540,000. Sprinkle Financial […]

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Bush Investment Group LLC Makes New $451,000 Investment in The Southern Company (NYSE:SO)

Bush Investment Group LLC bought a new position in shares of The Southern Company (NYSE:SO – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 6,698 shares of the utilities provider’s stock, valued at approximately $451,000. Southern makes up 0.4% of Bush Investment Group LLC’s portfolio, making the stock its 24th biggest […]

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Bush Investment Group LLC Invests $451,000 in The Southern Company (NYSE:SO)

Bush Investment Group LLC acquired a new stake in The Southern Company (NYSE:SO – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 6,698 shares of the utilities provider’s stock, valued at approximately $451,000. Southern makes up approximately 0.4% of Bush Investment Group […]

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StoneX Group Inc. Purchases 7,288 Shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

StoneX Group Inc. Purchases 7,288 Shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)
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