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Signal Advisors Wealth LLC Increases Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC
Signal Advisors Wealth LLC raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 66.5% in the first quarter, HoldingsChannel reports. The firm owned 55,116 shares of the company’s... More of this article »
SG Americas Securities LLC Purchases 1,860,826 Shares of Kraft Heinz Company $KHC
SG Americas Securities LLC grew its holdings in shares of Kraft Heinz Company (NASDAQ:KHC – Free Report) by 127.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Worth Asset Management LLC Purchases New Shares in Vanguard Mega Cap Value ETF $MGV
Worth Asset Management LLC acquired a new stake in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) during the first quarter, HoldingsChannel reports. The fund acquired 21,484 shares of the company’s stock, valued... More of this article »
Worth Asset Management LLC Purchases New Stake in iShares Core Dividend Growth ETF $DGRO
Worth Asset Management LLC purchased a new stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 15,017 shares... More of this article »
Worth Asset Management LLC Makes New $794,000 Investment in Vistra Corp. $VST
Worth Asset Management LLC purchased a new stake in shares of Vistra Corp. (NYSE:VST – Free Report) during the first quarter, Holdings Channel.com reports. The firm purchased 5,279 shares of the company’s stock, valued... More of this article »
Worth Asset Management LLC Makes New Investment in Vanguard Tax-Exempt Bond ETF $VTEB
Worth Asset Management LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Total Clarity Wealth Management Inc. Sells 44,223 Shares of Verizon Communications Inc. $VZ
Total Clarity Wealth Management Inc. lessened its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 65.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
92,805 Shares in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC Bought by Worth Asset Management LLC
Worth Asset Management LLC bought a new stake in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) during the 1st quarter, Holdings Channel reports. The firm bought 92,805... More of this article »
State Street SPDR Portfolio S&P 500 ETF $SPYM Position Cut by Worth Asset Management LLC
Worth Asset Management LLC decreased its position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 6.4% during the 1st quarter, according to the company in its most recent disclosure... More of this article »
Webster Bank N. A. Has $615,000 Stake in iShares Convertible Bond ETF $ICVT
Webster Bank N. A. increased its holdings in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 1,320.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Matthew Goff Investment Advisor LLC Invests $6.39 Million in iShares MSCI EAFE ETF $EFA
Matthew Goff Investment Advisor LLC acquired a new position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the 1st quarter, HoldingsChannel reports. The fund acquired 67,582 shares of the exchange traded fund’s... More of this article »
Hendley & Co. Inc. Acquires 4,455 Shares of American Express Company $AXP
Hendley & Co. Inc. lifted its holdings in shares of American Express Company (NYSE:AXP) by 408.7% in the first quarter, HoldingsChannel reports. The institutional investor owned 5,545 shares of the payment services company’s... More of this article »
Buffalo Business & Estate Services Ltd. Acquires Shares of 2,085 Micron Technology, Inc. $MU
Buffalo Business & Estate Services Ltd. acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Clark Asset Management LLC Makes New Investment in Micron Technology, Inc. $MU
Clark Asset Management LLC purchased a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Brookstone Capital Management Acquires 4,361 Shares of Micron Technology, Inc. $MU
Brookstone Capital Management lifted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 12.7% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Contrasting Infleqtion (INFQ) & Its Peers
Infleqtion (NYSE:INFQ – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it compare to its competitors? We will compare Infleqtion to related businesses based... More of this article »
SVB Wealth LLC Sells 2,077 Shares of Eaton Corporation, PLC $ETN
SVB Wealth LLC trimmed its position in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 7.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Novare Capital Management LLC Takes Position in iShares Core S&P Small-Cap ETF $IJR
Novare Capital Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the first quarter, Holdings Channel.com reports. The fund purchased 15,968 shares of the... More of this article »
XML Financial LLC Sells 1,630 Shares of Public Storage $PSA
XML Financial LLC cut its holdings in Public Storage (NYSE:PSA – Free Report) by 26.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 4,496 shares of the real estate investment trust’s... More of this article »
Webster Bank N. A. Purchases 2,988 Shares of iShares Russell 2000 ETF $IWM
Webster Bank N. A. grew its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 18.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Webster Bank N. A. Has $2.29 Million Stock Position in iShares MSCI Emerging Markets ETF $EEM
Webster Bank N. A. increased its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 98.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Saputo (TSE:SAP) Raised to Strong-Buy at TD Securities
Saputo (TSE:SAP – Get Free Report) was upgraded by investment analysts at TD Securities to a “strong-buy” rating in a research note issued on Monday,Zacks.com reports. Several other analysts have also weighed in on... More of this article »
Permian Resources (NYSE:PR) Raised to Strong-Buy at Roth Mkm
Permian Resources (NYSE:PR – Get Free Report) was upgraded by Roth Mkm from a “hold” rating to a “strong-buy” rating in a note issued to investors on Sunday,Zacks.com reports. PR has been the topic of... More of this article »
World Investment Advisors Buys New Holdings in AllianzIM U.S. Large Cap Buffer20 Jun ETF $JUNW
World Investment Advisors purchased a new position in AllianzIM U.S. Large Cap Buffer20 Jun ETF (NYSEARCA:JUNW – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
World Investment Advisors Buys Shares of 26,085 Innovator International Developed Power Buffer ETF – October $IOCT
World Investment Advisors bought a new stake in shares of Innovator International Developed Power Buffer ETF – October (NYSEARCA:IOCT – Free Report) in the 4th quarter, according to its most recent filing with the SEC.... More of this article »
Drilling Tools International (NASDAQ:DTI) versus Flotek Industries (NYSE:FTK) Critical Analysis
Drilling Tools International (NASDAQ:DTI – Get Free Report) and Flotek Industries (NYSE:FTK – Get Free Report) are both small-cap energy companies, but which is the superior investment? We will contrast the two companies... More of this article »
SPDR Blackstone Senior Loan ETF $SRLN Shares Sold by World Investment Advisors
World Investment Advisors trimmed its position in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 54.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Critical Review: Richtech Robotics (NASDAQ:RR) and Integrated Media Technology (NASDAQ:IMTE)
Richtech Robotics (NASDAQ:RR – Get Free Report) and Integrated Media Technology (NASDAQ:IMTE – Get Free Report) are both small-cap business services companies, but which is the better investment? We will compare the two... More of this article »
5,186 Shares in Cheniere Energy, Inc. $LNG Acquired by Sovereign Financial Group Inc.
Sovereign Financial Group Inc. acquired a new stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 5,186 shares... More of this article »
Signal Advisors Wealth LLC Has $6.02 Million Stock Position in iShares MBS ETF $MBB
Signal Advisors Wealth LLC grew its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 15.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Total Clarity Wealth Management Inc. Has $1.20 Million Stake in Shopify Inc. $SHOP
Total Clarity Wealth Management Inc. grew its position in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 104.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Reviewing Itex (OTCMKTS:ITEX) and Secom (OTCMKTS:SOMLY)
Valuation & Earnings This table compares Itex and Secom”s revenue, earnings per share (EPS) and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Itex $5.44 million 0.94 $500,000.00 N/A N/A Secom $8.35... More of this article »
Contrasting Companhia Paranaense de Energia – COPEL (OTCMKTS:ELPVY) & X-Energy (NASDAQ:XE)
Companhia Paranaense de Energia – COPEL (OTCMKTS:ELPVY – Get Free Report) and X-Energy (NASDAQ:XE – Get Free Report) are both mid-cap utilities companies, but which is the better business? We will compare the two... More of this article »
Contrasting First Niles Financial (OTCMKTS:FNFI) & Great Southern Bancorp (NASDAQ:GSBC)
First Niles Financial (OTCMKTS:FNFI – Get Free Report) and Great Southern Bancorp (NASDAQ:GSBC – Get Free Report) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses... More of this article »
Virtu Financial, Inc. (NYSE:VIRT) Receives Average Rating of “Moderate Buy” from Brokerages
Shares of Virtu Financial, Inc. (NYSE:VIRT – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the eight analysts that are presently covering the company, MarketBeat Ratings reports.... More of this article »
Hsbc Holdings PLC Has $82.94 Million Stock Position in Sysco Corporation $SYY
Hsbc Holdings PLC grew its stake in shares of Sysco Corporation (NYSE:SYY – Free Report) by 13.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,124,843 shares... More of this article »
Summit Wealth Partners LLC Buys Shares of 18,999 Bank of America Corporation $BAC
Summit Wealth Partners LLC bought a new position in Bank of America Corporation (NYSE:BAC) in the first quarter, HoldingsChannel reports. The institutional investor bought 18,999 shares of the financial services provider’s... More of this article »
ExxonMobil Corporation $XOM Holdings Decreased by Quotient Wealth Partners LLC
Quotient Wealth Partners LLC lowered its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 14.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »