The Armenian Reporter1h
Holistic Planning LLC Sells 600 Shares of Capital Group Core Equity ETF (NYSEARCA:CGUS)
Holistic Planning LLC cut its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 5.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and ...
The Armenian Reporter1h
Holistic Planning LLC Grows Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Holistic Planning LLC grew its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the ...
The Armenian Reporter1h
Arcadia Investment Advisors LLC Acquires 31,085 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Arcadia Investment Advisors LLC raised its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by ...
The Armenian Reporter1h
SkyOak Wealth LLC Makes New $236,000 Investment in Bristol-Myers Squibb (NYSE:BMY)
SkyOak Wealth LLC bought a new stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) during the 4th quarter, according to ...
The Armenian Reporter1h
Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Shares Sold by Wealthspan Partners LLC
Wealthspan Partners LLC trimmed its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 4.4% during the 4th quarter, according to its most recent filing with the Securities ...
The Armenian Reporter1h
Jennison Associates LLC Sells 27,892 Shares of CMS Energy Co. (NYSE:CMS)
Jennison Associates LLC lowered its position in CMS Energy Co. (NYSE:CMS – Free Report) by 1.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange ...
The Armenian Reporter1h
EQ Wealth Advisors LLC Invests $336,000 in iShares TIPS Bond ETF (NYSEARCA:TIP)
EQ Wealth Advisors LLC acquired a new position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & ...
The Armenian Reporter2h
S.A. Mason LLC Sells 300 Shares of Vanguard Large-Cap ETF (NYSEARCA:VV)
S.A. Mason LLC decreased its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 4.2% in the fourth quarter, ...
The Armenian Reporter2h
Markel Group Inc. (NYSE:MKL) Holdings Raised by Jennison Associates LLC
Jennison Associates LLC raised its position in shares of Markel Group Inc. (NYSE:MKL – Free Report) by 9.9% in the fourth quarter, according to its most recent disclosure with the Securities and ...
The Armenian Reporter2h
Jennison Associates LLC Purchases 100,333 Shares of monday.com Ltd. (NASDAQ:MNDY)
Jennison Associates LLC grew its position in monday.com Ltd. (NASDAQ:MNDY – Free Report) by 13.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange ...
The Armenian Reporter2h
Lavoro (NASDAQ:LVRO) Releases Quarterly Earnings Results, Misses Expectations By $0.38 EPS
Lavoro (NASDAQ:LVRO – Get Free Report) released its quarterly earnings results on Monday. The company reported ($0.39) EPS for the quarter, missing the consensus estimate of ($0.01) by ($0.38), Zacks ...
The Armenian Reporter2h
Dimensional Global Real Estate ETF (NYSEARCA:DFGR) Shares Sold by Leading Edge Financial Planning LLC
Leading Edge Financial Planning LLC lowered its stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 3.0% in the fourth quarter, according to its most recent filing ...