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Image about Waverly Advisors LLC Has $19 Million Holdings in Analog Devices, Inc. $ADI

Waverly Advisors LLC Has $19 Million Holdings in Analog Devices, Inc. $ADI

Waverly Advisors LLC decreased its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 3.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image about Waverly Advisors LLC Has $21.68 Million Stock Holdings in iShares Core High Dividend ETF $HDV

Waverly Advisors LLC Has $21.68 Million Stock Holdings in iShares Core High Dividend ETF $HDV

Waverly Advisors LLC lifted its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 390.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image about iShares Russell Mid-Cap Growth ETF $IWP Shares Sold by Waverly Advisors LLC

iShares Russell Mid-Cap Growth ETF $IWP Shares Sold by Waverly Advisors LLC

Waverly Advisors LLC cut its holdings in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 22.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Waverly Advisors LLC Raises Position in Colgate-Palmolive Company $CL

Waverly Advisors LLC Raises Position in Colgate-Palmolive Company $CL

Waverly Advisors LLC raised its position in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 6.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image about West Family Investments Inc. Takes $476,000 Position in Snowflake Inc. $SNOW

West Family Investments Inc. Takes $476,000 Position in Snowflake Inc. $SNOW

West Family Investments Inc. acquired a new position in Snowflake Inc. (NYSE:SNOW – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 1,870 shares of... More of this article »
Image about 94,460 Shares in Vanguard Core Bond ETF $VCRB Acquired by XY Planning Network Inc.

94,460 Shares in Vanguard Core Bond ETF $VCRB Acquired by XY Planning Network Inc.

XY Planning Network Inc. bought a new stake in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 94,460 shares of... More of this article »
Image about Vanguard Total International Bond ETF $BNDX is XY Planning Network Inc.’s 8th Largest Position

Vanguard Total International Bond ETF $BNDX is XY Planning Network Inc.’s 8th Largest Position

XY Planning Network Inc. raised its position in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 32.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image about Waverly Advisors LLC Has $14.94 Million Stake in iShares 7-10 Year Treasury Bond ETF $IEF

Waverly Advisors LLC Has $14.94 Million Stake in iShares 7-10 Year Treasury Bond ETF $IEF

Waverly Advisors LLC increased its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 4.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image about West Family Investments Inc. Purchases Shares of 33,341 F.N.B. Corporation $FNB

West Family Investments Inc. Purchases Shares of 33,341 F.N.B. Corporation $FNB

West Family Investments Inc. bought a new stake in shares of F.N.B. Corporation (NYSE:FNB – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about West Family Investments Inc. Takes Position in Western Alliance Bancorporation $WAL

West Family Investments Inc. Takes Position in Western Alliance Bancorporation $WAL

West Family Investments Inc. acquired a new position in Western Alliance Bancorporation (NYSE:WAL – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image about XY Planning Network Inc. Increases Stake in Dimensional Emerging Core Equity Market ETF $DFAE

XY Planning Network Inc. Increases Stake in Dimensional Emerging Core Equity Market ETF $DFAE

XY Planning Network Inc. increased its holdings in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 514.8% in the second quarter, according to its most recent filing with the SEC. The fund... More of this article »
Image about TG Therapeutics, Inc. (NASDAQ:TGTX) Given Consensus Rating of “Hold” by Brokerages

TG Therapeutics, Inc. (NASDAQ:TGTX) Given Consensus Rating of “Hold” by Brokerages

TG Therapeutics, Inc. (NASDAQ:TGTX – Get Free Report) has been assigned an average recommendation of “Hold” from the nine brokerages that are presently covering the company, Marketbeat reports. One investment analyst... More of this article »
Image about 43,649 Shares in Franklin Dynamic Municipal Bond ETF $FLMI Bought by XY Planning Network Inc.

43,649 Shares in Franklin Dynamic Municipal Bond ETF $FLMI Bought by XY Planning Network Inc.

XY Planning Network Inc. bought a new position in Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The fund bought 43,649 shares... More of this article »
Image about Tilray Brands, Inc. (NASDAQ:TLRY) Receives $8.00 Average PT from Brokerages

Tilray Brands, Inc. (NASDAQ:TLRY) Receives $8.00 Average PT from Brokerages

Shares of Tilray Brands, Inc. (NASDAQ:TLRY – Get Free Report) have earned a consensus rating of “Hold” from the seven research firms that are presently covering the firm, MarketBeat reports. One equities research... More of this article »
Image about Personalis, Inc. (NASDAQ:PSNL) Given Consensus Rating of “Hold” by Brokerages

Personalis, Inc. (NASDAQ:PSNL) Given Consensus Rating of “Hold” by Brokerages

Personalis, Inc. (NASDAQ:PSNL – Get Free Report) has been given an average recommendation of “Hold” by the ten brokerages that are presently covering the stock, Marketbeat Ratings reports. Two research analysts have... More of this article »