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58,900 Shares in JPMorgan Ultra-Short Municipal ETF (BATS:JMST) Purchased by Freedom Investment Management Inc.

Freedom Investment Management Inc. bought a new position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 58,900 shares of the company’s stock, valued at approximately $2,989,000. Freedom Investment Management Inc. owned about […]

Core-wealth-advisors-inc
Vawter-financial-ltd
Stirling-capital-management
Sentinel-trust-co
Morningstar-investment-services
Freedom-investment-management-inc
Exchange-commission
Freedom-investment-management
Ultra-short-municipal
Free-report
Investment-management

Creative Planning Reduces Position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Creative Planning reduced its position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 1.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,801,528 shares of the company’s stock after selling 369,295 shares during the quarter. Schwab Emerging Markets Equity ETF […]

Company-profile
Broadview-financial-management
Sollinda-capital-management
Stirling-capital-management
Vawter-financial-ltd
Exchange-commission
Waterford-advisors
Creative-planning
Schwab-emerging-markets-equity
Free-report
Emerging-markets-equity

Barometer Capital Management Inc. Buys Shares of 8,300 iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Barometer Capital Management Inc. bought a new stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 8,300 shares of the company’s stock, valued at approximately $947,000. Other large investors have also recently […]

United-states
Broadview-financial-management
Value-index-fund-the
Westwood-holdings-group-inc
Barometer-capital-management-inc
Company-profile
Stirling-capital-management
Exchange-commission
Jones-financial-companies-lllp
Barometer-capital-management
Shares-sp-mid-cap

VitalStone Financial LLC Sells 230 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

VitalStone Financial LLC reduced its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 6.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,609 shares of the company’s stock after selling 230 shares during the quarter. VitalStone […]

Stirling-capital-management
Advisors-group
Company-profile
Vitalstone-financial
Securities-exchange-commission
Smith-howard-wealth-management
Shore-point-advisors
Paces-advisors-inc
Vanguard-short-term-bond
Free-report
Stone-financial

VitalStone Financial LLC Sells 380 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)

VitalStone Financial LLC lowered its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 11.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,809 shares of the company’s stock after selling 380 shares during the quarter. VitalStone Financial LLC’s holdings in SPDR […]

Stirling-capital-management
Keyes-stange-wooten-wealth-management
Vermillion-white-wealth-management-group
Amussen-hunsaker-associates
Vitalstone-financial
Belpointe-asset-management
Free-report
Stone-financial
Wooten-wealth-management
White-wealth-management-group
Hunsaker-associates

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