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Cyndeo Wealth Partners LLC Cuts Stock Position in The Walt Disney Company (NYSE:DIS)
Cyndeo Wealth Partners LLC lessened its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 4.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Rockwood Wealth Management LLC Acquires 1,277 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Rockwood Wealth Management LLC increased its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.6% during the 4th quarter, HoldingsChannel reports. The fund owned 23,883 shares of the... More of this article »
iShares Gold Trust (NYSEARCA:IAU) Shares Purchased by Stablepoint Partners LLC
Stablepoint Partners LLC boosted its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 0.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 171,262 shares of... More of this article »
Embree Financial Group Grows Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
Embree Financial Group lifted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 223.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Cora Capital Advisors LLC Has $524,000 Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Cora Capital Advisors LLC raised its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 30.9% in the 4th quarter, HoldingsChannel reports. The fund owned 9,115 shares of the company’s stock... More of this article »
Navis Wealth Advisors LLC Purchases 8,664 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
Navis Wealth Advisors LLC lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 300.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 11,552 shares of the company’s stock... More of this article »
John Wood Group (LON:WG) Share Price Passes Below 200 Day Moving Average – Here’s Why
John Wood Group PLC (LON:WG – Get Free Report) crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of GBX 114.23 ($1.43) and traded as low as GBX 67.75 ($0.85). John Wood... More of this article »
Fortescue (OTCMKTS:FSUMF) Share Price Crosses Below 200-Day Moving Average – Here’s What Happened
Shares of Fortescue Ltd (OTCMKTS:FSUMF – Get Free Report) passed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $12.47 and traded as low as $11.85. Fortescue shares last... More of this article »
United Bancorp (NASDAQ:UBCP) Shares Pass Above Two Hundred Day Moving Average – Should You Sell?
United Bancorp, Inc. (NASDAQ:UBCP – Get Free Report)’s stock price passed above its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of $12.76 and traded as high as... More of this article »
Avon Protection (LON:AVON) Stock Price Passes Above Two Hundred Day Moving Average – Here’s What Happened
Avon Protection plc (LON:AVON – Get Free Report) passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of GBX 1,312.60 ($16.38) and traded as high as GBX 1,520 ($18.97). Avon... More of this article »
1834 Investment Advisors Co. Sells 1,285 Shares of Public Storage (NYSE:PSA)
1834 Investment Advisors Co. trimmed its stake in shares of Public Storage (NYSE:PSA – Free Report) by 8.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 13,403 shares of the real estate investment trust’s... More of this article »
Marshall Financial Group LLC Grows Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Marshall Financial Group LLC lifted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 114,575 shares... More of this article »
Enerflex (TSE:EFX) Shares Cross Above Two Hundred Day Moving Average – Here’s Why
Enerflex Ltd. (TSE:EFX – Get Free Report) passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of C$10.14 and traded as high as C$15.10. Enerflex shares last traded at C$15.00,... More of this article »
Invesco QQQ (NASDAQ:QQQ) Stock Holdings Lifted by Duncan Williams Asset Management LLC
Duncan Williams Asset Management LLC increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 11,112 shares of the exchange traded fund’s... More of this article »
Summit Investment Advisory Services LLC Has $22.57 Million Stock Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Summit Investment Advisory Services LLC cut its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
1834 Investment Advisors Co. Cuts Stock Holdings in Invesco Variable Rate Preferred ETF (NYSEARCA:VRP)
1834 Investment Advisors Co. lessened its holdings in Invesco Variable Rate Preferred ETF (NYSEARCA:VRP – Free Report) by 1.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
JX Luxventure (NASDAQ:JXJT) Shares Down 4.9% – Should You Sell?
JX Luxventure Limited (NASDAQ:JXJT – Get Free Report) traded down 4.9% during trading on Friday . The stock traded as low as $2.29 and last traded at $2.50. 20,639 shares were traded during trading, a decline of 94% from the... More of this article »
Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by KFG Wealth Management LLC
KFG Wealth Management LLC increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 294.2% during the 4th quarter, Holdings Channel reports. The fund owned 27,548 shares of the company’s stock... More of this article »
Guerra Pan Advisors LLC Buys New Position in SPDR S&P Regional Banking ETF (NYSEARCA:KRE)
Guerra Pan Advisors LLC bought a new stake in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 6,219 shares of the... More of this article »
Stablepoint Partners LLC Trims Stock Position in The Williams Companies, Inc. (NYSE:WMB)
Stablepoint Partners LLC lessened its holdings in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 1.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 36,117 shares of the pipeline company’s stock... More of this article »
Patton Albertson Miller Group LLC Sells 496 Shares of Quanta Services, Inc. (NYSE:PWR)
Patton Albertson Miller Group LLC decreased its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 1.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 36,744 shares of the construction company’s... More of this article »
Duncan Williams Asset Management LLC Makes New $366,000 Investment in iShares MSCI USA Quality Factor ETF (BATS:QUAL)
Duncan Williams Asset Management LLC bought a new stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 2,058 shares of the company’s... More of this article »
Wheelhouse Advisory Group LLC Has $456,000 Position in Walmart Inc. (NYSE:WMT)
Wheelhouse Advisory Group LLC increased its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 14.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 5,048 shares of the retailer’s stock after buying an... More of this article »
Invesco Ultra Short Duration ETF (NYSEARCA:GSY) Shares Bought by Regatta Capital Group LLC
Regatta Capital Group LLC lifted its stake in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 18.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Angel Oak UltraShort Income ETF (NASDAQ:UYLD) Stake Raised by Requisite Capital Management LLC
Requisite Capital Management LLC increased its position in shares of Angel Oak UltraShort Income ETF (NASDAQ:UYLD – Free Report) by 43.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 221,693 shares of... More of this article »
1834 Investment Advisors Co. Sells 907 Shares of NiSource Inc. (NYSE:NI)
1834 Investment Advisors Co. reduced its stake in NiSource Inc. (NYSE:NI – Free Report) by 3.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 22,785 shares of the utilities provider’s stock after... More of this article »
Park Edge Advisors LLC Has $665,000 Position in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG)
Park Edge Advisors LLC cut its stake in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 2.2% in the 4th quarter, Holdings Channel.com reports. The fund owned 6,433 shares of the company’s stock after selling... More of this article »
Archford Capital Strategies LLC Buys 2,019 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)
Archford Capital Strategies LLC raised its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 15.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 14,929 shares of the exchange traded... More of this article »
Novare Capital Management LLC Purchases Shares of 22,906 Invesco BulletShares 2034 Corporate Bond ETF (NASDAQ:BSCY)
Novare Capital Management LLC acquired a new position in shares of Invesco BulletShares 2034 Corporate Bond ETF (NASDAQ:BSCY – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Linden Thomas Advisory Services LLC Buys 397 Shares of Costco Wholesale Co. (NASDAQ:COST)
Linden Thomas Advisory Services LLC increased its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 16.3% during the fourth quarter, Holdings Channel reports. The firm owned 2,835 shares of the retailer’s stock... More of this article »
Neptune Digital Assets (CVE:NDA) Trading Up 29% – Here’s Why
Neptune Digital Assets Corp. (CVE:NDA – Get Free Report)’s share price shot up 29% during mid-day trading on Friday . The stock traded as high as C$2.24 and last traded at C$2.18. 5,148,632 shares changed hands during mid-day... More of this article »
Novare Capital Management LLC Has $9.81 Million Stock Holdings in THOR Industries, Inc. (NYSE:THO)
Novare Capital Management LLC increased its holdings in shares of THOR Industries, Inc. (NYSE:THO – Free Report) by 1.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 102,525 shares of the construction... More of this article »
Marshall Financial Group LLC Decreases Stock Holdings in FT Vest U.S. Equity Buffer ETF – February (BATS:FFEB)
Marshall Financial Group LLC lessened its stake in shares of FT Vest U.S. Equity Buffer ETF – February (BATS:FFEB – Free Report) by 5.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 27,259 shares... More of this article »
Artificial Intelligence Technology Solutions (AITX) Marks Milestone of Over 1000 ROSA Units Built
Artificial Intelligence Technology Solutions Inc. (AITX), a company specializing in AI-driven security solutions, announced a significant achievement with the production of over 1000 units of its ROSA™ devices. This accomplishment... More of this article »
Dimensional U.S. Equity ETF (NYSEARCA:DFUS) is Cypress Point Wealth Management LLC’s 7th Largest Position
Cypress Point Wealth Management LLC increased its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 52.9% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Smith Chas P & Associates PA Cpas Sells 9,528 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Smith Chas P & Associates PA Cpas decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Analog Devices, Inc. (NASDAQ:ADI) Shares Purchased by Moody Lynn & Lieberson LLC
Moody Lynn & Lieberson LLC raised its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 2.1% in the fourth quarter, HoldingsChannel reports. The fund owned 3,442 shares of the semiconductor company’s stock... More of this article »
KFG Wealth Management LLC Grows Stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
KFG Wealth Management LLC raised its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Avaii Wealth Management LLC Grows Stock Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Avaii Wealth Management LLC raised its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 47.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,959 shares of the... More of this article »
Avaii Wealth Management LLC Has $378,000 Stock Position in CleanSpark, Inc. (NASDAQ:CLSK)
Avaii Wealth Management LLC reduced its stake in CleanSpark, Inc. (NASDAQ:CLSK – Free Report) by 11.8% during the 4th quarter, Holdings Channel reports. The fund owned 41,070 shares of the company’s stock after selling... More of this article »
IQE (LON:IQE) Trading 17.4% Higher – What’s Next?
Shares of IQE plc (LON:IQE – Get Free Report) rose 17.4% during trading on Friday . The company traded as high as GBX 15.98 ($0.20) and last traded at GBX 15.50 ($0.19). Approximately 14,424,722 shares were traded during mid-day... More of this article »
Affinity Wealth Management LLC Has $4.91 Million Stock Holdings in Grab Holdings Limited (NASDAQ:GRAB)
Affinity Wealth Management LLC raised its stake in Grab Holdings Limited (NASDAQ:GRAB – Free Report) by 4.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,040,009 shares of the company’s... More of this article »
First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) Holdings Lowered by Affinity Wealth Management LLC
Affinity Wealth Management LLC trimmed its holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent filing with the SEC.... More of this article »
Vista Investment Partners LLC Grows Position in AeroVironment, Inc. (NASDAQ:AVAV)
Vista Investment Partners LLC grew its stake in shares of AeroVironment, Inc. (NASDAQ:AVAV – Free Report) by 16.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 13,032 shares of the aerospace company’s... More of this article »
Vista Investment Partners LLC Reduces Stake in Everi Holdings Inc. (NYSE:EVRI)
Vista Investment Partners LLC decreased its position in Everi Holdings Inc. (NYSE:EVRI – Free Report) by 3.0% during the 4th quarter, Holdings Channel reports. The firm owned 39,925 shares of the credit services provider’s... More of this article »
Rockwood Wealth Management LLC Purchases Shares of 14,757 First Commonwealth Financial Co. (NYSE:FCF)
Rockwood Wealth Management LLC acquired a new position in shares of First Commonwealth Financial Co. (NYSE:FCF – Free Report) in the 4th quarter, Holdings Channel reports. The fund acquired 14,757 shares of the bank’s... More of this article »
iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR) Holdings Raised by Rockwood Wealth Management LLC
Rockwood Wealth Management LLC raised its position in iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR – Free Report) by 69.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Running Oak Capital LLC Has $13.14 Million Stock Holdings in Ingersoll Rand Inc. (NYSE:IR)
Running Oak Capital LLC grew its holdings in shares of Ingersoll Rand Inc. (NYSE:IR – Free Report) by 3.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »