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Image for Metis Global Partners LLC Raises Holdings in Keurig Dr Pepper Inc. (NASDAQ:KDP)

Metis Global Partners LLC Raises Holdings in Keurig Dr Pepper Inc. (NASDAQ:KDP)

Metis Global Partners LLC grew its holdings in shares of Keurig Dr Pepper Inc. (NASDAQ:KDP – Free Report) by 3.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Wealthcare Advisory Partners LLC Sells 919 Shares of Micron Technology, Inc. (NASDAQ:MU)

Wealthcare Advisory Partners LLC Sells 919 Shares of Micron Technology, Inc. (NASDAQ:MU)

Wealthcare Advisory Partners LLC lowered its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 8.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 10,238 shares of the semiconductor... More of this article »
Image for Wealthcare Advisory Partners LLC Purchases 15,885 Shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP)

Wealthcare Advisory Partners LLC Purchases 15,885 Shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP)

Wealthcare Advisory Partners LLC raised its position in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 105.2% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Image for Wealthcare Advisory Partners LLC Boosts Stake in Capital Group International Focus Equity ETF (NYSEARCA:CGXU)

Wealthcare Advisory Partners LLC Boosts Stake in Capital Group International Focus Equity ETF (NYSEARCA:CGXU)

Wealthcare Advisory Partners LLC grew its holdings in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 25.6% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Wealthcare Advisory Partners LLC Acquires 1,163 Shares of Uber Technologies, Inc. (NYSE:UBER)

Wealthcare Advisory Partners LLC Acquires 1,163 Shares of Uber Technologies, Inc. (NYSE:UBER)

Wealthcare Advisory Partners LLC increased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 9.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Private Advisor Group LLC Sells 7,132 Shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC)

Private Advisor Group LLC Sells 7,132 Shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC)

Private Advisor Group LLC trimmed its holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 15.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Private Advisor Group LLC Buys 1,974 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)

Private Advisor Group LLC Buys 1,974 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)

Private Advisor Group LLC lifted its stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 8.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Private Advisor Group LLC Lowers Position in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI)

Private Advisor Group LLC Lowers Position in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI)

Private Advisor Group LLC trimmed its holdings in shares of SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) by 9.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Private Advisor Group LLC Purchases 14,405 Shares of The Southern Company (NYSE:SO)

Private Advisor Group LLC Purchases 14,405 Shares of The Southern Company (NYSE:SO)

Private Advisor Group LLC boosted its position in The Southern Company (NYSE:SO – Free Report) by 16.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 101,818 shares of the... More of this article »
Image for Private Advisor Group LLC Acquires 1,992 Shares of Invesco Solar ETF (NYSEARCA:TAN)

Private Advisor Group LLC Acquires 1,992 Shares of Invesco Solar ETF (NYSEARCA:TAN)

Private Advisor Group LLC raised its stake in Invesco Solar ETF (NYSEARCA:TAN – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Wealthcare Advisory Partners LLC Boosts Position in Ares Management Co. (NYSE:ARES)

Wealthcare Advisory Partners LLC Boosts Position in Ares Management Co. (NYSE:ARES)

Wealthcare Advisory Partners LLC raised its stake in Ares Management Co. (NYSE:ARES – Free Report) by 53.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Wealthcare Advisory Partners LLC Sells 2,867 Shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY)

Wealthcare Advisory Partners LLC Sells 2,867 Shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY)

Wealthcare Advisory Partners LLC lowered its stake in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 13.0% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Wealthcare Advisory Partners LLC Decreases Stock Holdings in Invesco Water Resources ETF (NASDAQ:PHO)

Wealthcare Advisory Partners LLC Decreases Stock Holdings in Invesco Water Resources ETF (NASDAQ:PHO)

Wealthcare Advisory Partners LLC cut its holdings in Invesco Water Resources ETF (NASDAQ:PHO – Free Report) by 37.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Wealthcare Advisory Partners LLC Lowers Holdings in Invesco Semiconductors ETF (NYSEARCA:PSI)

Wealthcare Advisory Partners LLC Lowers Holdings in Invesco Semiconductors ETF (NYSEARCA:PSI)

Wealthcare Advisory Partners LLC trimmed its position in shares of Invesco Semiconductors ETF (NYSEARCA:PSI – Free Report) by 27.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH) Stake Decreased by Wealthcare Advisory Partners LLC

iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH) Stake Decreased by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC trimmed its holdings in iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH – Free Report) by 10.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor ... More of this article »
Image for Wealthcare Advisory Partners LLC Has $1.11 Million Position in Adams Natural Resources Fund, Inc. (NYSE:PEO)

Wealthcare Advisory Partners LLC Has $1.11 Million Position in Adams Natural Resources Fund, Inc. (NYSE:PEO)

Wealthcare Advisory Partners LLC lifted its holdings in shares of Adams Natural Resources Fund, Inc. (NYSE:PEO – Free Report) by 13.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 53,709 shares of the... More of this article »
Image for VanEck Semiconductor ETF (NASDAQ:SMH) Position Increased by Wealthcare Advisory Partners LLC

VanEck Semiconductor ETF (NASDAQ:SMH) Position Increased by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC increased its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 204.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Wealthcare Advisory Partners LLC Trims Stock Position in NextEra Energy, Inc. (NYSE:NEE)

Wealthcare Advisory Partners LLC Trims Stock Position in NextEra Energy, Inc. (NYSE:NEE)

Wealthcare Advisory Partners LLC trimmed its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for General Electric (NYSE:GE) Shares Sold by Wealthcare Advisory Partners LLC

General Electric (NYSE:GE) Shares Sold by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC cut its stake in shares of General Electric (NYSE:GE – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Wealthcare Advisory Partners LLC Buys 900 Shares of iShares Global Tech ETF (NYSEARCA:IXN)

Wealthcare Advisory Partners LLC Buys 900 Shares of iShares Global Tech ETF (NYSEARCA:IXN)

Wealthcare Advisory Partners LLC raised its stake in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 5.4% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 17,417 shares... More of this article »
Image for Wealthcare Advisory Partners LLC Increases Stock Holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Wealthcare Advisory Partners LLC Increases Stock Holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Wealthcare Advisory Partners LLC increased its position in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 61.2% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Image for Wealthcare Advisory Partners LLC Sells 1,522 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wealthcare Advisory Partners LLC Sells 1,522 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wealthcare Advisory Partners LLC decreased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Summit Trail Advisors LLC Has $312,000 Holdings in Franklin Resources, Inc. (NYSE:BEN)

Summit Trail Advisors LLC Has $312,000 Holdings in Franklin Resources, Inc. (NYSE:BEN)

Summit Trail Advisors LLC boosted its position in Franklin Resources, Inc. (NYSE:BEN – Free Report) by 30.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for ITT Inc. (NYSE:ITT) Shares Sold by Summit Trail Advisors LLC

ITT Inc. (NYSE:ITT) Shares Sold by Summit Trail Advisors LLC

Summit Trail Advisors LLC reduced its position in ITT Inc. (NYSE:ITT – Free Report) by 6.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,693 shares of the conglomerate’s stock after... More of this article »
Image for Summit Trail Advisors LLC Raises Stock Holdings in Gates Industrial Corp PLC (NYSE:GTES)

Summit Trail Advisors LLC Raises Stock Holdings in Gates Industrial Corp PLC (NYSE:GTES)

Summit Trail Advisors LLC increased its position in Gates Industrial Corp PLC (NYSE:GTES – Free Report) by 21.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Summit Trail Advisors LLC Reduces Position in Primerica, Inc. (NYSE:PRI)

Summit Trail Advisors LLC Reduces Position in Primerica, Inc. (NYSE:PRI)

Summit Trail Advisors LLC cut its holdings in Primerica, Inc. (NYSE:PRI – Free Report) by 32.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 1,703 shares of the financial services... More of this article »
Image for Summit Trail Advisors LLC Has $373,000 Stock Holdings in Global Payments Inc. (NYSE:GPN)

Summit Trail Advisors LLC Has $373,000 Stock Holdings in Global Payments Inc. (NYSE:GPN)

Summit Trail Advisors LLC lowered its stake in Global Payments Inc. (NYSE:GPN – Free Report) by 5.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Summit Trail Advisors LLC Has $377,000 Stock Holdings in General Mills, Inc. (NYSE:GIS)

Summit Trail Advisors LLC Has $377,000 Stock Holdings in General Mills, Inc. (NYSE:GIS)

Summit Trail Advisors LLC boosted its position in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 14.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 5,794 shares of the company’s stock... More of this article »
Image for TriMas Co. (NASDAQ:TRS) Shares Bought by Summit Trail Advisors LLC

TriMas Co. (NASDAQ:TRS) Shares Bought by Summit Trail Advisors LLC

Summit Trail Advisors LLC grew its position in TriMas Co. (NASDAQ:TRS – Free Report) by 5.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 15,158 shares of the industrial... More of this article »
Image for LSV Asset Management Has $340.97 Million Stock Position in Johnson & Johnson (NYSE:JNJ)

LSV Asset Management Has $340.97 Million Stock Position in Johnson & Johnson (NYSE:JNJ)

LSV Asset Management trimmed its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Vestmark Advisory Solutions Inc. Purchases Shares of 1,534 Genuine Parts (NYSE:GPC)

Vestmark Advisory Solutions Inc. Purchases Shares of 1,534 Genuine Parts (NYSE:GPC)

Vestmark Advisory Solutions Inc. acquired a new position in shares of Genuine Parts (NYSE:GPC – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired... More of this article »
Image for Summit Trail Advisors LLC Boosts Holdings in MetLife, Inc. (NYSE:MET)

Summit Trail Advisors LLC Boosts Holdings in MetLife, Inc. (NYSE:MET)

Summit Trail Advisors LLC raised its holdings in shares of MetLife, Inc. (NYSE:MET – Free Report) by 9.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Dollar Tree, Inc. (NASDAQ:DLTR) Shares Bought by Summit Trail Advisors LLC

Dollar Tree, Inc. (NASDAQ:DLTR) Shares Bought by Summit Trail Advisors LLC

Summit Trail Advisors LLC grew its position in Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 14.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Summit Trail Advisors LLC Decreases Stake in Altria Group, Inc. (NYSE:MO)

Summit Trail Advisors LLC Decreases Stake in Altria Group, Inc. (NYSE:MO)

Summit Trail Advisors LLC reduced its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 45.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Spire Wealth Management Buys 2,410 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF)

Spire Wealth Management Buys 2,410 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF)

Spire Wealth Management grew its position in shares of Invesco FTSE RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) by 10.7% during the fourth quarter, according to its most recent filing with the SEC. The firm... More of this article »
Image for QUALCOMM Incorporated (NASDAQ:QCOM) Shares Purchased by Spire Wealth Management

QUALCOMM Incorporated (NASDAQ:QCOM) Shares Purchased by Spire Wealth Management

Spire Wealth Management raised its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 29.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Vanguard Total International Stock ETF (NASDAQ:VXUS) Stock Holdings Increased by Spire Wealth Management

Vanguard Total International Stock ETF (NASDAQ:VXUS) Stock Holdings Increased by Spire Wealth Management

Spire Wealth Management lifted its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 51.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Spire Wealth Management Has $1.14 Million Stake in Nucor Co. (NYSE:NUE)

Spire Wealth Management Has $1.14 Million Stake in Nucor Co. (NYSE:NUE)

Spire Wealth Management raised its stake in shares of Nucor Co. (NYSE:NUE – Free Report) by 31.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,827 shares of the... More of this article »
Image for Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) Shares Purchased by Spire Wealth Management

Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) Shares Purchased by Spire Wealth Management

Spire Wealth Management grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) by 2,332.7% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Altria Group, Inc. (NYSE:MO) Shares Acquired by Spire Wealth Management

Altria Group, Inc. (NYSE:MO) Shares Acquired by Spire Wealth Management

Spire Wealth Management boosted its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Summit Trail Advisors LLC Has $445,000 Stock Holdings in Equinix, Inc. (NASDAQ:EQIX)

Summit Trail Advisors LLC Has $445,000 Stock Holdings in Equinix, Inc. (NASDAQ:EQIX)

Summit Trail Advisors LLC increased its stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 40.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 553 shares of the financial services provider’s... More of this article »
Image for Spire Wealth Management Has $1.05 Million Stake in Capital Group Growth ETF (NYSEARCA:CGGR)

Spire Wealth Management Has $1.05 Million Stake in Capital Group Growth ETF (NYSEARCA:CGGR)

Spire Wealth Management boosted its holdings in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 36.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Spire Wealth Management Sells 871 Shares of Enterprise Products Partners L.P. (NYSE:EPD)

Spire Wealth Management Sells 871 Shares of Enterprise Products Partners L.P. (NYSE:EPD)

Spire Wealth Management lessened its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – 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 »
Image for SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) Shares Sold by Spire Wealth Management

SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) Shares Sold by Spire Wealth Management

Spire Wealth Management lowered its holdings in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 12.5% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Spire Wealth Management Grows Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Spire Wealth Management Grows Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Spire Wealth Management raised its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 1.2% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 19,086 shares of the company’s... More of this article »
Image for Spire Wealth Management Has $1.35 Million Stock Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Spire Wealth Management Has $1.35 Million Stock Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Spire Wealth Management boosted its stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 12.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 13,830... More of this article »
Image for Spire Wealth Management Grows Position in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)

Spire Wealth Management Grows Position in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)

Spire Wealth Management grew its holdings in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Spire Wealth Management Decreases Stock Holdings in American Tower Co. (NYSE:AMT)

Spire Wealth Management Decreases Stock Holdings in American Tower Co. (NYSE:AMT)

Spire Wealth Management lessened its stake in American Tower Co. (NYSE:AMT – Free Report) by 16.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,494 shares of... More of this article »
Image for General Dynamics Co. (NYSE:GD) Shares Acquired by Spire Wealth Management

General Dynamics Co. (NYSE:GD) Shares Acquired by Spire Wealth Management

Spire Wealth Management grew its stake in shares of General Dynamics Co. (NYSE:GD – Free Report) by 24.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Spire Wealth Management Increases Holdings in Trane Technologies plc (NYSE:TT)

Spire Wealth Management Increases Holdings in Trane Technologies plc (NYSE:TT)

Spire Wealth Management grew its holdings in Trane Technologies plc (NYSE:TT – Free Report) by 28.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 5,812 shares of the company’s... More of this article »