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Dodds Wealth LLC Invests $8.36 Million in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Dodds Wealth LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 150,147 shares of the company’s stock, valued at approximately $8,359,000. Schwab US Broad Market ETF makes […] ....

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IronBridge Private Wealth LLC Has $10.91 Million Stock Position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

IronBridge Private Wealth LLC trimmed its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 217,106 shares of the company’s stock after selling 12,447 shares during the quarter. JPMorgan Ultra-Short Income ETF accounts […] ....

York Mellon Corp , Clearstead Advisors , Riverfront Investment Group , Wealthplan Investment Management , Ironbridge Private Wealth , Valmark Advisers Inc , Ultra Short Income , Free Report , Bridge Private Wealth , New York Mellon Corp , Plan Investment Management , Front Investment Group , Valmark Advisers , Visit Holdingschannel ,

Tradition Wealth Management LLC Acquires 105,516 Shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Tradition Wealth Management LLC boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 54.5% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 299,228 shares of the company’s stock after acquiring an additional 105,516 shares during the quarter. Schwab […] ....

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14,428 Shares in Vanguard Long-Term Bond ETF (NYSEARCA:BLV) Bought by Roundview Capital LLC

Roundview Capital LLC bought a new position in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 14,428 shares of the company’s stock, valued at approximately $1,076,000. Several other hedge funds and other institutional investors have also recently bought and sold shares of the […] ....

Soltis Investment Advisors , Sigma Planning Corp , Valmark Advisers Inc , Archer Investment Corp , Oppenheimer Co , Roundview Capital , Vanguard Bond Index Funds The Fund , Vanguard Long Term Bond , Free Report , Planning Corp , Investment Corp , Investment Advisors , Long Term Bond , Bond Index Funds , Barclays Capital United Stateslong , Bond Index , Visit Holdingschannel ,

FY2024 EPS Estimates for Federal Agricultural Mortgage Co. Lifted by Analyst (NYSE:AGM)

Federal Agricultural Mortgage Co. (NYSE:AGM – Free Report) – Research analysts at Sidoti Csr boosted their FY2024 earnings per share (EPS) estimates for Federal Agricultural Mortgage in a research report issued to clients and investors on Tuesday, May 28th. Sidoti Csr analyst B. Mccarthy now anticipates that the credit services provider will earn $16.69 per […] ....

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