Home » Finance
Integrated Wealth Concepts LLC Sells 15,561 Shares of Dimensional Core Fixed Income ETF $DFCF
Integrated Wealth Concepts LLC trimmed its position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 5.0% during the second quarter, according to its most recent disclosure with the Securities... More of this article »
Integrated Wealth Concepts LLC Has $22.02 Million Stock Position in SPDR Bloomberg 3-12 Month T-Bill ETF $BILS
Integrated Wealth Concepts LLC increased its stake in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 4.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
iShares Gold Trust $IAU Shares Sold by Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC lessened its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 18.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
NorthRock Partners LLC Sells 1,341 Shares of iShares S&P 100 ETF $OEF
NorthRock Partners LLC reduced its stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 24.1% during the second quarter, according to its most recent filing with the SEC. The fund owned 4,213 shares of the company’s... More of this article »
JPMorgan Short Duration Core Plus ETF $JSCP Shares Purchased by Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC boosted its position in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) by 3.9% during the second quarter, according to the company in its most recent Form 13F filing... More of this article »
Integrated Wealth Concepts LLC Sells 10,009 Shares of Citigroup Inc. $C
Integrated Wealth Concepts LLC cut its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 7.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 133,986 shares of the company’s... More of this article »
Integrated Wealth Concepts LLC Acquires 81,152 Shares of iShares Bitcoin Trust ETF $IBIT
Integrated Wealth Concepts LLC boosted its holdings in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 24.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Head to Head Contrast: C&F Financial (NASDAQ:CFFI) & Virginia National Bankshares (NASDAQ:VABK)
C&F Financial (NASDAQ:CFFI – Get Free Report) and Virginia National Bankshares (NASDAQ:VABK – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses... More of this article »
Pershing Square Inc. (NYSE:PS) Given Consensus Recommendation of “Hold” by Brokerages
Pershing Square Inc. (NYSE:PS – Get Free Report) has been given a consensus recommendation of “Hold” by the twelve research firms that are covering the stock, Marketbeat Ratings reports. One research analyst has... More of this article »
Contrasting Chugai Pharmaceutical (OTCMKTS:CHGCY) & Evolus (NASDAQ:EOLS)
Evolus (NASDAQ:EOLS – Get Free Report) and Chugai Pharmaceutical (OTCMKTS:CHGCY – Get Free Report) are both healthcare companies, but which is the better investment? We will contrast the two companies based on the strength... More of this article »
Construction Partners (NASDAQ:ROAD) and MYR Group (NASDAQ:MYRG) Financial Contrast
Construction Partners (NASDAQ:ROAD – Get Free Report) and MYR Group (NASDAQ:MYRG – Get Free Report) are both mid-cap industrials companies, but which is the better business? We will contrast the two companies based on the... More of this article »
Scribe Therapeutics Inc. (NASDAQ:SCTX) Receives Consensus Rating of “Moderate Buy” from Analysts
Scribe Therapeutics Inc. (NASDAQ:SCTX – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the five ratings firms that are currently covering the firm, MarketBeat reports. One equities... More of this article »
RFG Advisory LLC Cuts Holdings in SPDR Gold Shares $GLD
RFG Advisory LLC trimmed its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 28.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,323... More of this article »
NewEdge Advisors LLC Purchases 96,688 Shares of Verizon Communications Inc. $VZ
NewEdge Advisors LLC boosted its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
NewEdge Advisors LLC Raises Stake in Vanguard Total International Stock ETF $VXUS
NewEdge Advisors LLC lifted its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 85.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
NewEdge Advisors LLC Has $33.74 Million Stock Position in Capital Group Global Equity ETF $CGGE
NewEdge Advisors LLC boosted its stake in shares of Capital Group Global Equity ETF (NYSEARCA:CGGE – Free Report) by 12.1% during the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
iShares Russell Mid-Cap ETF $IWR Shares Purchased by NewEdge Advisors LLC
NewEdge Advisors LLC increased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 8.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
NewEdge Advisors LLC Buys 86,080 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT
NewEdge Advisors LLC lifted its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 19.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »NewEdge Advisors LLC Acquires 2,080 Shares of VanEck Semiconductor ETF $SMH
NewEdge Advisors LLC increased its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 3.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 69,964 shares of the... More of this article »
GSK PLC Sponsored ADR $GSK Shares Purchased by NewEdge Advisors LLC
NewEdge Advisors LLC boosted its holdings in shares of GSK PLC Sponsored ADR (NYSE:GSK – Free Report) by 842.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
NewEdge Advisors LLC Sells 18,625 Shares of Duke Energy Corporation $DUK
NewEdge Advisors LLC reduced its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 7.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
SPDR Portfolio Intermediate Term Treasury ETF $SPTI Shares Acquired by IFP Advisors Inc
IFP Advisors Inc grew its stake in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 166.7% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 179,956... More of this article »
IFP Advisors Inc Lowers Position in Lockheed Martin Corporation $LMT
IFP Advisors Inc lessened its stake in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 17.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 10,332 shares of the aerospace... More of this article »
