Valeo Financial Advisors LLC boosted its position in Energy Transfer LP (NYSE:ET – Free Report) by 17.9% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 213,331 shares of the pipeline company’s stock after buying an additional 32,405 shares during the period. Valeo […]

Valeo Financial Advisors LLC lowered its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 47.9% during the second quarter, according to its most recent filing with the SEC. The firm owned 23,156 shares of the medical research company’s stock after selling 21,273 shares during the period. Valeo Financial Advisors LLC’s holdings in Amgen were […]

Valeo Financial Advisors LLC lifted its holdings in shares of Merchants Bancorp (NASDAQ:MBIN – Free Report) by 6.2% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 239,482 shares of the company’s stock after buying an additional 14,055 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Merchants Bancorp were worth $7,920,000 […]

Valeo Financial Advisors LLC lifted its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 4.7% in the second quarter, Holdings Channel reports. The institutional investor owned 32,272 shares of the exchange traded fund’s stock after acquiring an additional 1,448 shares during the quarter. Valeo Financial Advisors LLC’s holdings in […]

Valeo Financial Advisors LLC raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 8.8% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 38,083 shares of the company’s stock after acquiring an additional 3,096 shares during the quarter. Valeo Financial […]

Osaic Holdings Inc. grew its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 10.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,597,309 shares of the company’s stock after acquiring an additional 150,355 shares during the quarter. Vanguard […]

Osaic Holdings Inc. grew its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 11.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 483,328 shares of the company’s stock after purchasing an additional 49,770 shares during the period. Osaic Holdings Inc.’s […]

Milestones Private Investment Advisors LLC purchased a new position in shares of U.S. Bancorp (NYSE:USB – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 14,189 shares of the financial services provider’s stock, valued at approximately $642,000. Several other hedge funds and […]

Tactive Advisors LLC acquired a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) in the 2nd quarter, Holdings Channel.com reports. The fund acquired 2,895 shares of the company’s stock, valued at approximately $564,000. Several other large investors also recently made changes to their positions in VBR. Brighton Jones LLC raised its stake […]

Valeo Financial Advisors LLC raised its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 44.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 128,510 shares of the company’s stock after buying an additional 39,631 shares during the quarter. Valeo […]

Rowlandmiller & PARTNERS.ADV reduced its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 9.6% during the 3rd quarter, Holdings Channel.com reports. The fund owned 15,793 shares of the medical research company’s stock after selling 1,680 shares during the quarter. Rowlandmiller & PARTNERS.ADV’s holdings in Amgen were worth $4,457,000 as of its most […]

Osaic Holdings Inc. lifted its position in shares of SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 15.2% during the second quarter, HoldingsChannel reports. The fund owned 4,285,967 shares of the company’s stock after acquiring an additional 565,337 shares during the quarter. Osaic Holdings Inc.’s holdings in SPDR Portfolio Aggregate Bond ETF were […]

Liontrust Investment Partners LLP purchased a new position in Chime Financial, Inc. (NASDAQ:CHYM – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 20,137 shares of the company’s stock, valued at approximately $695,000. Other hedge funds and other institutional investors have also […]

N.E.W. Advisory Services LLC reduced its position in Vanguard ESG U.S. Stock ETF (BATS:ESGV – Free Report) by 79.7% in the 2nd quarter, HoldingsChannel reports. The firm owned 1,098 shares of the company’s stock after selling 4,313 shares during the period. N.E.W. Advisory Services LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $120,000 […]

Valeo Financial Advisors LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 8.5% during the second quarter, Holdings Channel reports. The fund owned 48,298 shares of the company’s stock after purchasing an additional 3,797 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares ESG […]

Osaic Holdings Inc. raised its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.1% during the second quarter, HoldingsChannel reports. The firm owned 2,065,099 shares of the company’s stock after purchasing an additional 82,151 shares during the period. Osaic Holdings Inc.’s holdings in iShares S&P 500 Growth ETF were […]

Watts Gwilliam & Co. LLC trimmed its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 54.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,558 shares of the company’s stock after selling 12,542 shares during the quarter. Watts Gwilliam […]

Marex Group plc acquired a new stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The firm acquired 3,988 shares of the company’s stock, valued at approximately $725,000. A number of other hedge funds and other institutional investors also recently added to or reduced […]

Milestones Private Investment Advisors LLC bought a new position in iShares Morningstar Growth ETF (NYSEARCA:ILCG – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 8,955 shares of the company’s stock, valued at approximately $868,000. A number of other institutional […]

Valeo Financial Advisors LLC boosted its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 10.5% in the second quarter, Holdings Channel reports. The institutional investor owned 719,108 shares of the company’s stock after buying an additional 68,079 shares during the period. Invesco S&P 500 Equal Weight ETF accounts for approximately […]

Watts Gwilliam & Co. LLC decreased its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 14.0% in the second quarter, Holdings Channel.com reports. The firm owned 45,350 shares of the exchange traded fund’s stock after selling 7,387 shares during the quarter. iShares 20+ Year Treasury Bond ETF comprises approximately 0.7% […]

Momentum Wealth Planning LLC acquired a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,558 shares of the company’s stock, valued at approximately $888,000. Vanguard S&P 500 ETF […]

Milestones Private Investment Advisors LLC bought a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 20,369 shares of the company’s stock, valued at approximately $1,688,000. iShares 1-3 Year Treasury Bond […]

Milestones Private Investment Advisors LLC purchased a new stake in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 7,811 shares of the company’s stock, valued at approximately $711,000. Several other hedge […]

Milestones Private Investment Advisors LLC bought a new stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 25,554 shares of the company’s stock, valued at approximately $2,436,000. SPDR Portfolio S&P 500 […]