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1,100 Shares in WD-40 (NASDAQ:WDFC) Acquired by Fortis Capital Advisors LLC

Fortis Capital Advisors LLC bought a new position in WD-40 (NASDAQ:WDFC – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,100 shares of the specialty chemicals company’s stock, valued at approximately $263,000. Several other institutional investors and hedge funds have also […]

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CBIZ Investment Advisory Services LLC Invests $35.40 Million in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

CBIZ Investment Advisory Services LLC bought a new position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 435,557 shares of the company’s stock, valued at approximately $35,402,000. Vanguard Intermediate-Term Corporate Bond ETF accounts for about 2.7% […]

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CreativeOne Wealth LLC Buys 32,615 Shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

CreativeOne Wealth LLC raised its stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 10.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 351,951 shares of the company’s stock after purchasing an additional 32,615 shares during the […]

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Family-office
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Level Four Advisory Services LLC Purchases 14,443 Shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Level Four Advisory Services LLC increased its holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 147.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,237 shares of the company’s stock after acquiring an additional 14,443 shares […]

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Redmont-wealth-advisors
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Evergreen-advisors
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Clarity-wealth-management-inc
Vanguard-intermediate-term-corporate-bond
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Independent Advisor Alliance Sells 4,071 Shares of Republic Services, Inc. (NYSE:RSG)

Independent Advisor Alliance lowered its holdings in Republic Services, Inc. (NYSE:RSG – Free Report) by 22.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,810 shares of the business services provider’s stock after selling 4,071 shares during the quarter. Independent Advisor […]

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