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Image for 156,640 Shares in Invesco BulletShares 2026 Municipal Bond ETF $BSMQ Purchased by Coastline Complete Wealth LLC

156,640 Shares in Invesco BulletShares 2026 Municipal Bond ETF $BSMQ Purchased by Coastline Complete Wealth LLC

Coastline Complete Wealth LLC purchased a new position in shares of Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Chelsea Counsel Co. Cuts Position in Sanofi $SNY

Chelsea Counsel Co. Cuts Position in Sanofi $SNY

Chelsea Counsel Co. decreased its position in Sanofi (NASDAQ:SNY – Free Report) by 86.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,910 shares of the company’s stock after selling 11,835 shares... More of this article »
Image for BDFS Capital LLC Buys Shares of 7,926 The Boeing Company $BA

BDFS Capital LLC Buys Shares of 7,926 The Boeing Company $BA

BDFS Capital LLC purchased a new stake in The Boeing Company (NYSE:BA – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 7,926 shares of the aircraft producer’s stock,... More of this article »
Image for 24,940 Shares in Dimensional International Small Cap Value ETF $DISV Bought by BDFS Capital LLC

24,940 Shares in Dimensional International Small Cap Value ETF $DISV Bought by BDFS Capital LLC

BDFS Capital LLC bought a new position in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 24,940 shares of the company’s... More of this article »
Image for Beacon Advisors Holdings LLC Purchases Shares of 41,059 iShares MSCI USA Quality Factor ETF $QUAL

Beacon Advisors Holdings LLC Purchases Shares of 41,059 iShares MSCI USA Quality Factor ETF $QUAL

Beacon Advisors Holdings LLC purchased a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 41,059 shares of the company’s... More of this article »
Image for BDFS Capital LLC Invests $602,000 in Automatic Data Processing, Inc. $ADP

BDFS Capital LLC Invests $602,000 in Automatic Data Processing, Inc. $ADP

BDFS Capital LLC purchased a new stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for JPMorgan Ultra-Short Income ETF $JPST Position Boosted by Plotkin Financial Advisors LLC

JPMorgan Ultra-Short Income ETF $JPST Position Boosted by Plotkin Financial Advisors LLC

Plotkin Financial Advisors LLC grew its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 11.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 129,543 shares of the company’s... More of this article »
Image for Financially in Tune LLC Takes $3.21 Million Position in iShares MSCI USA ESG Select ETF $SUSA

Financially in Tune LLC Takes $3.21 Million Position in iShares MSCI USA ESG Select ETF $SUSA

Financially in Tune LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for BDFS Capital LLC Takes Position in Dimensional National Municipal Bond ETF $DFNM

BDFS Capital LLC Takes Position in Dimensional National Municipal Bond ETF $DFNM

BDFS Capital LLC acquired a new stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 12,062 shares of the company’s... More of this article »
Image for BDFS Capital LLC Makes New $814,000 Investment in Dimensional Emerging Markets High Profitability ETF $DEHP

BDFS Capital LLC Makes New $814,000 Investment in Dimensional Emerging Markets High Profitability ETF $DEHP

BDFS Capital LLC purchased a new stake in shares of Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for 11,377 Shares in Dimensional U.S. Targeted Value ETF $DFAT Bought by BDFS Capital LLC

11,377 Shares in Dimensional U.S. Targeted Value ETF $DFAT Bought by BDFS Capital LLC

BDFS Capital LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 11,377 shares of the company’s stock,... More of this article »
Image for 1,743 Shares in Texas Pacific Land Corporation $TPL Acquired by Claris Financial LLC

1,743 Shares in Texas Pacific Land Corporation $TPL Acquired by Claris Financial LLC

Claris Financial LLC bought a new stake in Texas Pacific Land Corporation (NYSE:TPL – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 1,743 shares of the financial services provider’s... More of this article »
Image for 47,866 Shares in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF $TLTW Purchased by Claris Financial LLC

47,866 Shares in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF $TLTW Purchased by Claris Financial LLC

Claris Financial LLC acquired a new stake in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 47,866... More of this article »
Image for Compound Planning Inc. Acquires 10,582 Shares of Microsoft Corporation $MSFT

Compound Planning Inc. Acquires 10,582 Shares of Microsoft Corporation $MSFT

Compound Planning Inc. lifted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for First Growth Capital LLC Takes Position in PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF $MFUS

First Growth Capital LLC Takes Position in PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF $MFUS

First Growth Capital LLC bought a new stake in shares of PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (NYSEARCA:MFUS – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Evansbrook LLC Purchases New Position in Fidelity Enhanced Large Cap Value ETF $FELV

Evansbrook LLC Purchases New Position in Fidelity Enhanced Large Cap Value ETF $FELV

Evansbrook LLC acquired a new stake in Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Compound Planning Inc. Has $28.44 Million Stake in Avantis Emerging Markets Equity ETF $AVEM

Compound Planning Inc. Has $28.44 Million Stake in Avantis Emerging Markets Equity ETF $AVEM

Compound Planning Inc. boosted its position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 44.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 369,300 shares of the company’s... More of this article »
Image for Claris Financial LLC Invests $4.03 Million in First Trust Rising Dividend Achievers ETF $RDVY

Claris Financial LLC Invests $4.03 Million in First Trust Rising Dividend Achievers ETF $RDVY

Claris Financial LLC purchased a new position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 58,045 shares of the company’s... More of this article »
Image for HealthEquity, Inc. (NASDAQ:HQY) Receives Consensus Recommendation of “Moderate Buy” from Analysts

HealthEquity, Inc. (NASDAQ:HQY) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the fourteen brokerages that are presently covering the company, MarketBeat Ratings... More of this article »
Image for SPDR Portfolio High Yield Bond ETF $SPHY Position Cut by Little Harbor Advisors LLC

SPDR Portfolio High Yield Bond ETF $SPHY Position Cut by Little Harbor Advisors LLC

Little Harbor Advisors LLC trimmed its holdings in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 9.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for BlackRock (NYSE:BLK) versus Grupo Aval Acciones y Valores (NYSE:AVAL) Head-To-Head Comparison

BlackRock (NYSE:BLK) versus Grupo Aval Acciones y Valores (NYSE:AVAL) Head-To-Head Comparison

BlackRock (NYSE:BLK – Get Free Report) and Grupo Aval Acciones y Valores (NYSE:AVAL – Get Free Report) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength... More of this article »
Image for Financially in Tune LLC Makes New $7.09 Million Investment in JPMorgan Equity Premium Income ETF $JEPI

Financially in Tune LLC Makes New $7.09 Million Investment in JPMorgan Equity Premium Income ETF $JEPI

Financially in Tune LLC bought a new stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 123,954 shares of the company’s stock, valued... More of this article »
Image for J Scott Kirby Sells 48,303 Shares of United Airlines (NASDAQ:UAL) Stock

J Scott Kirby Sells 48,303 Shares of United Airlines (NASDAQ:UAL) Stock

United Airlines Holdings Inc (NASDAQ:UAL – Get Free Report) CEO J Scott Kirby sold 48,303 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $121.30,... More of this article »
Image for Royal Harbor Partners LLC Sells 3,893 Shares of NVIDIA Corporation $NVDA

Royal Harbor Partners LLC Sells 3,893 Shares of NVIDIA Corporation $NVDA

Royal Harbor Partners LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 27.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Contrasting Indra Sistemas (OTCMKTS:ISMAY) & SAIHEAT (NASDAQ:SAIH)

Contrasting Indra Sistemas (OTCMKTS:ISMAY) & SAIHEAT (NASDAQ:SAIH)

Indra Sistemas (OTCMKTS:ISMAY – Get Free Report) and SAIHEAT (NASDAQ:SAIH – Get Free Report) are both business services companies, but which is the superior investment? We will compare the two companies based on the strength... More of this article »
Image for Edmund Francis Murphy Sells 40,000 Shares of Great-West Lifeco (TSE:GWO) Stock

Edmund Francis Murphy Sells 40,000 Shares of Great-West Lifeco (TSE:GWO) Stock

Great-West Lifeco Inc. (TSE:GWO – Get Free Report) Director Edmund Francis Murphy sold 40,000 shares of Great-West Lifeco stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of C$86.20, for... More of this article »
Image for Analysts Set Asana, Inc. (NYSE:ASAN) PT at $9.27

Analysts Set Asana, Inc. (NYSE:ASAN) PT at $9.27

Shares of Asana, Inc. (NYSE:ASAN – Get Free Report) have earned a consensus rating of “Hold” from the twelve research firms that are covering the company, MarketBeat Ratings reports. Two investment analysts have... More of this article »
Image for Jacobs Equity LLC Invests $9.45 Million in Vanguard FTSE Europe ETF $VGK

Jacobs Equity LLC Invests $9.45 Million in Vanguard FTSE Europe ETF $VGK

Jacobs Equity LLC acquired a new stake in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 113,039 shares of the exchange traded fund’s stock,... More of this article »
Image for Carvana Co. (NYSE:CVNA) Receives $93.14 Consensus Price Target from Brokerages

Carvana Co. (NYSE:CVNA) Receives $93.14 Consensus Price Target from Brokerages

Carvana Co. (NYSE:CVNA – Get Free Report) has been assigned an average rating of “Moderate Buy” from the twenty-four ratings firms that are currently covering the firm, MarketBeat reports. Five investment analysts... More of this article »
Image for 57,980 Shares in iShares MSCI India ETF $INDA Purchased by Beacon Advisors Holdings LLC

57,980 Shares in iShares MSCI India ETF $INDA Purchased by Beacon Advisors Holdings LLC

Beacon Advisors Holdings LLC purchased a new stake in shares of iShares MSCI India ETF (BATS:INDA – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 57,980 shares of the... More of this article »
Image for Compass Financial Services Inc Has $14.65 Million Stake in Invesco NASDAQ 100 ETF $QQQM

Compass Financial Services Inc Has $14.65 Million Stake in Invesco NASDAQ 100 ETF $QQQM

Compass Financial Services Inc raised its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 3.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 57,912 shares of the... More of this article »
Image for First Growth Capital LLC Purchases Shares of 13,409 Intel Corporation $INTC

First Growth Capital LLC Purchases Shares of 13,409 Intel Corporation $INTC

First Growth Capital LLC purchased a new stake in Intel Corporation (NASDAQ:INTC – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 13,409 shares of the chip maker’s stock, valued at approximately... More of this article »
Image for Jacobs Equity LLC Makes New $442,000 Investment in Phillips 66 $PSX

Jacobs Equity LLC Makes New $442,000 Investment in Phillips 66 $PSX

Jacobs Equity LLC bought a new position in Phillips 66 (NYSE:PSX – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Jacobs Equity LLC Takes $1.70 Million Position in Vanguard Mid-Cap Growth ETF $VOT

Jacobs Equity LLC Takes $1.70 Million Position in Vanguard Mid-Cap Growth ETF $VOT

Jacobs Equity LLC acquired a new stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 6,080 shares of the company’s stock, valued... More of this article »
Image for Jacobs Equity LLC Makes New Investment in Fidelity MSCI Information Technology Index ETF $FTEC

Jacobs Equity LLC Makes New Investment in Fidelity MSCI Information Technology Index ETF $FTEC

Jacobs Equity LLC purchased a new stake in shares of Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 12,434 shares of the company’s... More of this article »
Image for Jacobs Equity LLC Invests $609,000 in Vanguard Real Estate ETF $VNQ

Jacobs Equity LLC Invests $609,000 in Vanguard Real Estate ETF $VNQ

Jacobs Equity LLC purchased a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) in the 4th quarter, Holdings Channel reports. The fund purchased 6,880 shares of the exchange traded fund’s stock, valued... More of this article »
Image for Lexington Hill Partners LLC Purchases Shares of 10,401 Vanguard Real Estate ETF $VNQ

Lexington Hill Partners LLC Purchases Shares of 10,401 Vanguard Real Estate ETF $VNQ

Lexington Hill Partners LLC acquired a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 10,401 shares of the exchange... More of this article »
Image for Jacobs Equity LLC Purchases Shares of 5,923 Vanguard Financials ETF $VFH

Jacobs Equity LLC Purchases Shares of 5,923 Vanguard Financials ETF $VFH

Jacobs Equity LLC acquired a new stake in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Jacobs Equity LLC Purchases New Holdings in Vanguard Health Care ETF $VHT

Jacobs Equity LLC Purchases New Holdings in Vanguard Health Care ETF $VHT

Jacobs Equity LLC acquired a new position in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 3,422 shares of the company’s... More of this article »
Image for Jacobs Equity LLC Takes Position in iShares Core MSCI Pacific ETF $IPAC

Jacobs Equity LLC Takes Position in iShares Core MSCI Pacific ETF $IPAC

Jacobs Equity LLC bought a new stake in shares of iShares Core MSCI Pacific ETF (NYSEARCA:IPAC – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 16,895 shares of the company’s... More of this article »