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Moser Wealth Advisors LLC Sells 745 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Moser Wealth Advisors LLC cut its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 3.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,420 shares of the exchange traded fund’s stock after selling 745 shares during […]

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Wealthsource Partners LLC Boosts Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Wealthsource Partners LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,750 shares of the company’s stock after buying an additional 99 shares during the quarter. Wealthsource Partners LLC’s […]

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Citizens Financial Group Inc. RI Acquires 2,418 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Citizens Financial Group Inc. RI lifted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 8.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 30,813 shares of the company’s stock after buying an additional 2,418 shares during […]

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Main Street Financial Solutions LLC Purchases 57 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Main Street Financial Solutions LLC lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,409 shares of the company’s stock after purchasing an additional 57 […]

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