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Image for GenTrust LLC Makes New Investment in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA)

GenTrust LLC Makes New Investment in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA)

GenTrust LLC acquired a new stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Austin Private Wealth LLC Has $291,000 Position in Vanguard Growth ETF (NYSEARCA:VUG)

Austin Private Wealth LLC Has $291,000 Position in Vanguard Growth ETF (NYSEARCA:VUG)

Austin Private Wealth LLC trimmed its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 15.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Austin Private Wealth LLC Takes $267,000 Position in iShares iBonds Oct 2025 Term TIPS ETF (NYSEARCA:IBIB)

Austin Private Wealth LLC Takes $267,000 Position in iShares iBonds Oct 2025 Term TIPS ETF (NYSEARCA:IBIB)

Austin Private Wealth LLC purchased a new stake in shares of iShares iBonds Oct 2025 Term TIPS ETF (NYSEARCA:IBIB – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 10,621 shares of the company’s... More of this article »
Image for Vanguard FTSE Pacific ETF (NYSEARCA:VPL) is GenTrust LLC’s 4th Largest Position

Vanguard FTSE Pacific ETF (NYSEARCA:VPL) is GenTrust LLC’s 4th Largest Position

GenTrust LLC lessened its holdings in Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,233,124 shares... More of this article »
Image for Austin Private Wealth LLC Lowers Holdings in Danaher Co. (NYSE:DHR)

Austin Private Wealth LLC Lowers Holdings in Danaher Co. (NYSE:DHR)

Austin Private Wealth LLC cut its position in Danaher Co. (NYSE:DHR – Free Report) by 2.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,520 shares of the conglomerate’s stock... More of this article »
Image for GenTrust LLC Sells 1,115 Shares of VanEck Agribusiness ETF (NYSEARCA:MOO)

GenTrust LLC Sells 1,115 Shares of VanEck Agribusiness ETF (NYSEARCA:MOO)

GenTrust LLC decreased its stake in shares of VanEck Agribusiness ETF (NYSEARCA:MOO – Free Report) by 0.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Austin Private Wealth LLC Increases Stock Position in Philip Morris International Inc. (NYSE:PM)

Austin Private Wealth LLC Increases Stock Position in Philip Morris International Inc. (NYSE:PM)

Austin Private Wealth LLC lifted its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 4.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for GenTrust LLC Sells 26,304 Shares of Global X Uranium ETF (NYSEARCA:URA)

GenTrust LLC Sells 26,304 Shares of Global X Uranium ETF (NYSEARCA:URA)

GenTrust LLC decreased its holdings in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for GenTrust LLC Grows Stock Holdings in iShares Core MSCI Pacific ETF (NYSEARCA:IPAC)

GenTrust LLC Grows Stock Holdings in iShares Core MSCI Pacific ETF (NYSEARCA:IPAC)

GenTrust LLC lifted its stake in shares of iShares Core MSCI Pacific ETF (NYSEARCA:IPAC – Free Report) by 0.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 113,993 shares of the company’s stock... More of this article »
Image for GenTrust LLC Has $41.12 Million Stake in Vanguard Total Bond Market ETF (NASDAQ:BND)

GenTrust LLC Has $41.12 Million Stake in Vanguard Total Bond Market ETF (NASDAQ:BND)

GenTrust LLC trimmed its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 75.8% during the fourth quarter, Holdings Channel reports. The fund owned 559,012 shares of the company’s stock after selling... More of this article »
Image for Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB) Shares Purchased by GenTrust LLC

Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB) Shares Purchased by GenTrust LLC

GenTrust LLC raised its holdings in Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Shares Sold by GenTrust LLC

iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Shares Sold by GenTrust LLC

GenTrust LLC lessened its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 84.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 42,286 shares of the exchange traded... More of this article »
Image for AMI Investment Management Inc. Decreases Stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

AMI Investment Management Inc. Decreases Stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

AMI Investment Management Inc. decreased its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for AMI Investment Management Inc. Buys 584 Shares of Liberty Broadband Co. (NASDAQ:LBRDA)

AMI Investment Management Inc. Buys 584 Shares of Liberty Broadband Co. (NASDAQ:LBRDA)

AMI Investment Management Inc. grew its holdings in Liberty Broadband Co. (NASDAQ:LBRDA – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for AMI Investment Management Inc. Has $7.27 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

AMI Investment Management Inc. Has $7.27 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

AMI Investment Management Inc. lessened its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Medtronic plc (NYSE:MDT) Shares Acquired by AMI Investment Management Inc.

Medtronic plc (NYSE:MDT) Shares Acquired by AMI Investment Management Inc.

AMI Investment Management Inc. lifted its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 13.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 33,448 shares of the medical technology... More of this article »
Image for AMI Investment Management Inc. Purchases 1,605 Shares of The Walt Disney Company (NYSE:DIS)

AMI Investment Management Inc. Purchases 1,605 Shares of The Walt Disney Company (NYSE:DIS)

AMI Investment Management Inc. boosted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Terra Nova Asset Management LLC Has $3.48 Million Position in MercadoLibre, Inc. (NASDAQ:MELI)

Terra Nova Asset Management LLC Has $3.48 Million Position in MercadoLibre, Inc. (NASDAQ:MELI)

Terra Nova Asset Management LLC trimmed its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 2.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for MercadoLibre, Inc. (NASDAQ:MELI) Shares Sold by Terra Nova Asset Management LLC

MercadoLibre, Inc. (NASDAQ:MELI) Shares Sold by Terra Nova Asset Management LLC

Terra Nova Asset Management LLC reduced its stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Terra Nova Asset Management LLC Has $2.22 Million Position in Blackstone Inc. (NYSE:BX)

Terra Nova Asset Management LLC Has $2.22 Million Position in Blackstone Inc. (NYSE:BX)

Terra Nova Asset Management LLC cut its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 3.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Terra Nova Asset Management LLC Grows Position in Iron Mountain Incorporated (NYSE:IRM)

Terra Nova Asset Management LLC Grows Position in Iron Mountain Incorporated (NYSE:IRM)

Terra Nova Asset Management LLC increased its holdings in Iron Mountain Incorporated (NYSE:IRM – Free Report) by 35.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 28,589... More of this article »
Image for Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) is AMI Investment Management Inc.’s 3rd Largest Position

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) is AMI Investment Management Inc.’s 3rd Largest Position

AMI Investment Management Inc. raised its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.0% in the 4th quarter, according to its most recent 13F filing with the Securities &... More of this article »
Image for Terra Nova Asset Management LLC Purchases 146 Shares of Arthur J. Gallagher & Co. (NYSE:AJG)

Terra Nova Asset Management LLC Purchases 146 Shares of Arthur J. Gallagher & Co. (NYSE:AJG)

Terra Nova Asset Management LLC raised its stake in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 1.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Terra Nova Asset Management LLC Has $1.88 Million Stock Position in Cheniere Energy, Inc. (NYSE:LNG)

Terra Nova Asset Management LLC Has $1.88 Million Stock Position in Cheniere Energy, Inc. (NYSE:LNG)

Terra Nova Asset Management LLC lowered its stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Terra Nova Asset Management LLC Has $1.78 Million Stock Position in Airbnb, Inc. (NASDAQ:ABNB)

Terra Nova Asset Management LLC Has $1.78 Million Stock Position in Airbnb, Inc. (NASDAQ:ABNB)

Terra Nova Asset Management LLC lowered its position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 1.8% in the fourth quarter, HoldingsChannel reports. The fund owned 13,084 shares of the company’s stock after... More of this article »