Verum Partners LLC lowered its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 23.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,353 shares of the e-commerce giant’s stock after selling 4,399 shares during the period. Verum Partners LLC’s holdings in Amazon.com were […]

Polunin Capital Partners Ltd trimmed its stake in JD.com, Inc. (NASDAQ:JD – Free Report) by 1.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,947,668 shares of the information services provider’s stock after selling 24,188 shares during the period. JD.com comprises about […]

Stratos Wealth Partners LTD. cut its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 4.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 381,987 shares of the exchange traded fund’s stock after selling 17,954 shares during the period. […]

Stratos Wealth Partners LTD. cut its position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 120,367 shares of the wireless technology company’s stock after selling 5,076 shares during the period. […]

Stratos Wealth Advisors LLC boosted its position in iShares MSCI India ETF (BATS:INDA – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 179,544 shares of the company’s stock after purchasing an additional 11,434 shares during the quarter. Stratos Wealth […]

Wealthcare Capital Management LLC cut its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 81.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,402 shares of the company’s stock after selling 37,323 shares during the period. […]

Guardian Wealth Management LLC acquired a new position in Vanguard Energy ETF (NYSEARCA:VDE – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 45,165 shares of the company’s stock, valued at approximately $5,687,000. Vanguard Energy ETF comprises about […]

NTV Asset Management LLC increased its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 11.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 105,012 shares of the exchange traded fund’s stock after buying an additional 11,107 shares during the period. iShares Russell 2000 […]

Sheets Smith Wealth Management trimmed its holdings in shares of Chart Industries, Inc. (NYSE:GTLS – Free Report) by 26.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,975 shares of the industrial products company’s stock after selling 2,445 shares during the quarter. […]

NTV Asset Management LLC increased its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 52.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 195,252 shares of the exchange traded fund’s stock after buying an additional 66,839 shares […]

Stratos Wealth Partners LTD. lessened its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 310,376 shares of the company’s stock after selling 14,004 shares during the […]

Polunin Capital Partners Ltd raised its holdings in shares of DAQO New Energy Corp. (NYSE:DQ – Free Report) by 13.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,458,705 shares of the semiconductor company’s stock after purchasing an additional 174,747 shares during the period. DAQO New Energy accounts for approximately 7.0% of Polunin Capital […]

Worth Financial Advisory Group LLC bought a new position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 19,567 shares of the exchange traded fund’s stock, valued at approximately $1,588,000. iShares Gold Trust makes […]

NTV Asset Management LLC lifted its stake in ARK Genomic Revolution ETF (BATS:ARKG – Free Report) by 15.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 185,556 shares of the company’s stock after acquiring an additional 25,360 shares during the period. […]

Relyea Zuckerberg Hanson LLC lifted its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 14.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 574,332 shares of the company’s stock after acquiring an additional 73,997 […]

Stratos Wealth Partners LTD. increased its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 16.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 406,534 shares of the company’s stock after purchasing an additional 56,947 shares during the period. Stratos Wealth Partners LTD.’s holdings […]

Stratos Wealth Advisors LLC lessened its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 13.7% in the fourth quarter, HoldingsChannel reports. The firm owned 43,079 shares of the company’s stock after selling 6,810 shares during the period. Stratos Wealth Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth $14,443,000 […]

Wealthcare Capital Management LLC decreased its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 960,114 shares of the company’s stock after selling 25,475 shares during the quarter. […]

Guardian Wealth Management LLC acquired a new stake in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 132,434 shares of the company’s stock, valued at approximately $7,778,000. Vanguard Short-Term Treasury ETF comprises approximately 2.5% of Guardian […]

Pflug Koory LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 25.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 186,185 shares of the company’s stock after buying an additional 37,525 shares during […]

Main Line Retirement Advisors LLC lowered its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 9.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 116,661 shares of the company’s stock after selling 12,790 shares during the period. Vanguard Total Bond Market ETF comprises approximately 6.0% of Main […]

Guardian Wealth Management LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 338,472 shares of the company’s stock, valued at approximately […]

Stratos Wealth Partners LTD. boosted its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 2.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,211,625 shares of the company’s stock after purchasing an additional 25,172 shares during […]

Northland Capital Management LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 28.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 717,032 shares of the company’s stock after acquiring an additional 160,326 shares during the period. Schwab Fundamental […]

Northland Capital Management LLC lowered its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 36.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 35,621 shares of the exchange traded fund’s stock after selling 20,180 shares during the period. Vanguard FTSE Emerging Markets ETF makes up about 1.1% of […]

Stratos Wealth Advisors LLC trimmed its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 55.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,220 shares of the company’s stock after selling 69,670 shares during the quarter. Stratos Wealth Advisors […]

Palisades Investment Partners LLC lessened its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 21.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 31,650 shares of the exchange traded fund’s stock after selling 8,783 shares during the quarter. iShares Russell 2000 ETF makes up about 2.9% of Palisades Investment […]

Hanson & Doremus Investment Management lifted its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 813,857 shares of the company’s stock after buying an additional 17,073 shares during the period. […]

Guardian Wealth Management LLC bought a new stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 378,223 shares of the company’s stock, valued at approximately $12,319,000. Dimensional Emerging Core Equity Market ETF […]

Thurston Springer Miller Herd & Titak Inc. bought a new stake in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 10,513 shares of the company’s stock, valued at approximately $617,000. A number of other hedge funds and other institutional investors also recently made changes to […]