Lodestar Private Asset Management LLC Sells 27,637 Shares of JPMorgan Income ETF $JPIE
Lodestar Private Asset Management LLC trimmed its position in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 4.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 614,640 shares of the company’s stock after selling 27,637 shares during the quarter. […]
Sigma Planning Corp Acquires 85,299 Shares of Schwab International Equity ETF $SCHF
Sigma Planning Corp acquired a new position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 85,299 shares of the company’s stock, valued at approximately $2,330,000. Other hedge funds have also recently added to or reduced their stakes in the company. Wealthfront Advisers […]
Lodestar Private Asset Management LLC Sells 11,276 Shares of iShares MSCI EAFE ETF $EFA
Lodestar Private Asset Management LLC cut its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 11.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 84,023 shares of the exchange traded fund’s stock after selling 11,276 shares during the period. Lodestar Private Asset […]
23,570 Schwab Short-Term U.S. Treasury ETF $SCHO Shares Acquired by Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC increased its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 19.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 146,226 shares of the company’s stock after buying an additional 23,570 […]
iShares Core Total USD Bond Market ETF $IUSB Stock Position Reduced by Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC lessened its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 3.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 341,938 shares of the company’s stock after selling 12,751 shares during […]
Westover Capital Advisors LLC Purchases 30,828 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO
Westover Capital Advisors LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 30,828 shares of the company’s stock, valued at approximately $736,000. Other hedge funds have also recently bought and […]
10,711 Shares in Schwab Fundamental International Equity ETF $FNDF Acquired by WESPAC Advisors LLC
WESPAC Advisors LLC purchased a new position in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) in the 3rd quarter, Holdings Channel reports. The institutional investor purchased 10,711 shares of the company’s stock, valued at approximately $576,000. Several other hedge funds and other institutional investors have also added to or reduced their stakes in […]
Fidelity Fundamental Large Cap Growth ETF $FFLG Shares Newly Acquired by Sigma Planning Corp
Sigma Planning Corp acquired a new stake in shares of Fidelity Fundamental Large Cap Growth ETF (BATS:FFLG – Free Report) in the third quarter, HoldingsChannel reports. The fund acquired 78,194 shares of the company’s stock, valued at approximately $2,663,000. A number of other hedge funds have also recently bought and sold shares of FFLG. MWA […]
Leo Wealth LLC Purchases New Position in iShares Core S&P Mid-Cap ETF $IJH
Leo Wealth LLC acquired a new stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 28,597 shares of the company’s stock, valued at approximately $2,058,000. Other hedge funds […]
Lodestar Private Asset Management LLC Acquires 11,871 Shares of JPMorgan Short Duration Core Plus ETF $JSCP
Lodestar Private Asset Management LLC grew its holdings in JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) by 53.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 34,233 shares of the company’s stock after buying an additional […]
Bryant Woods Investment Advisors LLC Makes New Investment in Vanguard Short-Term Bond ETF $BSV
Bryant Woods Investment Advisors LLC purchased a new position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 26,631 shares of the company’s stock, valued at approximately $2,035,000. Vanguard Short-Term Bond ETF comprises about […]
Total Clarity Wealth Management Inc. Sells 254,967 Shares of Invesco Ultra Short Duration ETF $GSY
Total Clarity Wealth Management Inc. lessened its holdings in Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 89.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,178 shares of the company’s stock after selling 254,967 shares during the […]
last updated on 28 Oct 23:57