Visionary Wealth Advisors lowered its stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 0.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 106,994 shares of the company’s stock after selling 408 shares during the quarter. Visionary […]
Cabana LLC bought a new position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 17,000 shares of the company’s stock, valued at approximately $1,309,000. Vanguard Short-Term Bond ETF comprises approximately 6.0% of […]
Regal Investment Advisors LLC lowered its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 10.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 231,157 shares of the company’s stock after selling 27,278 shares during the quarter. Schwab US Dividend Equity […]
Stonehage Fleming Financial Services Holdings Ltd lowered its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 96.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,595 shares of the social networking company’s stock after selling 261,946 shares during the […]
Brown Wealth Management LLC raised its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 43.1% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 123,584 shares of the company’s stock after buying an additional 37,200 shares during the quarter. Schwab Short-Term U.S. Treasury ETF […]