Avidian Wealth Enterprises LLC increased its position in SpaceX (NASDAQ:SPCX – Free Report) by 587.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 54,170 shares of the company’s stock after purchasing an additional 46,285 shares during the quarter. Avidian […]

Avidian Wealth Enterprises LLC increased its stake in ConocoPhillips (NYSE:COP – Free Report) by 135.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,489 shares of the energy producer’s stock after buying an additional 27,914 shares during […]

Avidian Wealth Enterprises LLC lowered its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 63.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 120,600 shares of the company’s stock after selling 213,200 shares during the period. Avidian Wealth Enterprises LLC’s holdings in Vanguard […]

Avidian Wealth Enterprises LLC grew its holdings in shares of BlackRock (NYSE:BLK – Free Report) by 79.8% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 7,541 shares of the asset manager’s stock after acquiring an additional 3,348 shares during the period. Avidian Wealth Enterprises LLC’s holdings in BlackRock were worth $7,981,000 as of […]

YHB Investment Advisors Inc. lowered its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 56.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,873 shares of the company’s stock after selling 11,389 shares during the period. […]

Quintet Private Bank Europe S.A. raised its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 95.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 95,536 shares of the footwear maker’s stock after buying an additional 46,755 shares during the […]

YHB Investment Advisors Inc. boosted its position in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 1,628.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,019 shares of the company’s stock after acquiring an additional 13,208 shares during […]

Plan A Wealth LLC increased its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 75.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 44,641 shares of the company’s stock after acquiring an additional 19,250 shares during the quarter. Fidelity […]

Valeo Financial Advisors LLC decreased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 11.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 41,708 shares of the company’s stock after selling 5,608 shares during the quarter. […]

Valeo Financial Advisors LLC reduced its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 18.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,881 shares of the company’s stock after selling 2,829 shares during the quarter. […]

Peterson Wealth Advisors LLC lessened its position in JPMorgan Municipal ETF (NYSEARCA:JMUB – Free Report) by 97.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,191 shares of the company’s stock after selling 469,583 shares during the quarter. Peterson […]

Avidian Wealth Enterprises LLC lowered its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 49.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 415,790 shares of the company’s stock after selling 398,877 shares during the quarter. Avidian Wealth Enterprises […]

YHB Investment Advisors Inc. raised its stake in shares of Bank of America Corporation (NYSE:BAC) by 580.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 96,317 shares of the financial services provider’s stock after acquiring an additional 82,170 shares during […]

Silvia Mccoll Wealth Management LLC increased its position in ConocoPhillips (NYSE:COP – Free Report) by 325.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,767 shares of the energy producer’s stock after buying an additional 8,237 shares during the quarter. Silvia Mccoll Wealth Management […]

YHB Investment Advisors Inc. boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 16.5% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 11,425 shares of the ETF’s stock after acquiring an additional 1,619 shares during the period. YHB Investment Advisors Inc.’s […]

Gridiron Partners LLC boosted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 21.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 33,360 shares of the ETF’s stock after buying an additional 5,826 shares during the […]

Valeo Financial Advisors LLC grew its holdings in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 452.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,462 shares of the basic materials company’s stock after purchasing an additional 11,843 shares during […]

YHB Investment Advisors Inc. lowered its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 32.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 181,758 shares of the company’s stock after selling […]

MFA Wealth Advisors LLC bought a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 159,092 shares of the company’s stock, valued at approximately $5,412,000. A number […]

Avidian Wealth Enterprises LLC purchased a new stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 420,327 shares of the company’s stock, valued at approximately $12,610,000. A number of other hedge funds and other institutional […]

YHB Investment Advisors Inc. trimmed its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 397,889 shares of the company’s stock after selling 13,860 shares during the period. JPMorgan Ultra-Short Income ETF […]

Avidian Wealth Enterprises LLC bought a new stake in shares of JPMorgan Core Plus Bond ETF (NYSEARCA:JCPB – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 827,192 shares of the company’s stock, valued at approximately […]

Titleist Asset Management LLC raised its stake in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 2.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 102,393 shares of the company’s stock after purchasing an additional […]

Titleist Asset Management LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,961 shares of the ETF’s stock after acquiring an additional 1,108 shares during the period. […]

Titleist Asset Management LLC grew its holdings in Vanguard S&P 500 Value ETF (NYSEARCA:VOOV – Free Report) by 20.3% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 14,031 shares of the company’s stock after acquiring an additional 2,372 shares during the quarter. Titleist Asset […]

Titleist Asset Management LLC decreased its position in SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV – Free Report) by 67.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,642 shares of the company’s stock after selling 121,879 shares during the […]

YHB Investment Advisors Inc. acquired a new position in SPDR S&P 400 Mid Cap Growth ETF (NYSEARCA:MDYG – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 20,924 shares of the company’s stock, valued at approximately $2,187,000. YHB Investment Advisors Inc. owned […]

Gradient Investments LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,535,435 shares of the company’s stock, valued at approximately $407,101,000. […]

Valeo Financial Advisors LLC lifted its holdings in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 13.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 26,349 shares of the ETF’s stock after purchasing an additional 3,096 shares during the period. Valeo […]

Titleist Asset Management LLC raised its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 61.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 83,336 shares of the company’s stock after purchasing an additional 31,819 shares during […]

VictoryShares Free Cash Flow ETF (NASDAQ:VFLO – Get Free Report) declared a monthly dividend on Wednesday, October 7th. Investors of record on Thursday, October 8th will be paid a dividend of $0.0962 per share on Friday, October 9th. This represents a $1.15 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date […]

Defiance Oil Enhanced Options Income ETF (NASDAQ:USOY – Get Free Report) declared a dividend on Wednesday, October 7th. Shareholders of record on Thursday, October 8th will be given a dividend of $0.0630 per share on Friday, October 9th. This represents a yield of 4,525.0%. The ex-dividend date is Thursday, October 8th. This is a 0.6% […]

Defiance Gold Enhanced Options Income ETF (NASDAQ:GOLI – Get Free Report) declared a dividend on Wednesday, October 7th. Stockholders of record on Thursday, October 8th will be given a dividend of $0.0584 per share on Friday, October 9th. This represents a dividend yield of 2,520.0%. The ex-dividend date of this dividend is Thursday, October 8th. […]

VictoryShares US 500 Enhanced Volatility Wtd ETF (NASDAQ:CFO – Get Free Report) declared a monthly dividend on Wednesday, October 7th. Shareholders of record on Thursday, October 8th will be paid a dividend of $0.0843 per share on Friday, October 9th. This represents a $1.01 annualized dividend and a yield of 1.3%. The ex-dividend date is […]

Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Get Free Report)’s share price hit a new 52-week low during mid-day trading on Thursday. The company traded as low as $46.87 and last traded at $47.0050, with a volume of 512431 shares. The stock had previously closed at $47.06. Vanguard Tax-Exempt Bond ETF Stock Down 0.0% The firm’s […]

VictoryShares Emerging Markets Value Momentum ETF (NASDAQ:UEVM – Get Free Report) announced a monthly dividend on Wednesday, October 7th. Shareholders of record on Thursday, October 8th will be paid a dividend of $0.1706 per share on Friday, October 9th. This represents a $2.05 dividend on an annualized basis and a yield of 3.5%. The ex-dividend […]

VictoryShares US Multi-Factor Minimum Volatility ETF (NASDAQ:VSMV – Get Free Report) announced a monthly dividend on Wednesday, October 7th. Investors of record on Thursday, October 8th will be paid a dividend of $0.0740 per share on Friday, October 9th. This represents a $0.89 dividend on an annualized basis and a dividend yield of 1.5%. The […]