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Cabana LLC Invests $1.31 Million in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

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 […]

Westwood-holdings-group-inc
Lokken-investment-group
Exchange-commission
Security-national-bank
Waterford-advisors
Valley-financial-group-inc
Vanguard-short-term-bond
Free-report
Short-term-bond
National-bank
Holdings-group

Advanced Portfolio Management LLC Invests $1.35 Million in Alliant Energy Co. (NASDAQ:LNT)

Advanced Portfolio Management LLC acquired a new position in shares of Alliant Energy Co. (NASDAQ:LNT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 26,226 shares of the company’s stock, valued at approximately $1,345,000. Alliant Energy comprises about 1.4% of Advanced […]

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United-states
Minnesota
Cedar-rapids
Illinois
Interstate
Colorado
America
Wells-fargo-company
Cibc-world-markets-corp
Alliant-energy

iShares Russell 2000 ETF (NYSEARCA:IWM) is Personal CFO Solutions LLC's 2nd Largest Position

Personal CFO Solutions LLC raised its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 4.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 105,478 shares of the exchange traded fund’s stock after purchasing an additional 4,819 shares during the […]

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Company-profile
Vermillion-white-wealth-management-group
Westwood-holdings-group-inc
Re-dickinson-investment-advisors
Clal-insurance-enterprises-holdings-ltd
Securities-exchange-commission
Shares-russell
Free-report
White-wealth-management-group
Holdings-group

Chevron Co. (NYSE:CVX) Shares Bought by Personal CFO Solutions LLC

Personal CFO Solutions LLC grew its holdings in Chevron Co. (NYSE:CVX – Free Report) by 11.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,785 shares of the oil and gas company’s stock after buying an additional 1,758 shares during the quarter. […]

United-states
Raymond-james
Enrique-hernandez-jr
Piper-sandler
Alanak-knowles
Wells-fargo-company
Westwood-holdings-group-inc
Exchange-commission
Chevron
Goldman-sachs-group
Chevron-co
Vantage-financial-partners-ltd

Constellium SE (NYSE:CSTM) Shares Purchased by Natixis Investment Managers International

Natixis Investment Managers International boosted its stake in Constellium SE (NYSE:CSTM – Free Report) by 86.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 67,875 shares of the industrial products company’s stock after purchasing an additional 31,385 shares during the period. Natixis Investment Managers International’s holdings in […]

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Hohimer-wealth-management
Jpmorgan-chase-co
Natixis-investment-managers-international
Westwood-holdings-group-inc
Capstone-investment-advisors
Aerospace-transportation
Free-report
Investment-managers-international
Capital-management
Holdings-group

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