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iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Bought by RTD Financial Advisors Inc.

iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Bought...

News Sep 20, 2023 0 0

RTD Financial Advisors Inc. increased its stake in iShares Russell 1000 Value ETF...

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Twelve Points Wealth Management LLC Has $622,000 Stake in Cummins Inc. (NYSE:CMI)

Twelve Points Wealth Management LLC Has $622,000 Stake...

News Sep 20, 2023 0 0

Twelve Points Wealth Management LLC lifted its holdings in shares of Cummins Inc....

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Secure Asset Management LLC Acquires 31,214 Shares of Fidelity Sustainable Low Duration Bond ETF (NYSEARCA:FSLD)

Secure Asset Management LLC Acquires 31,214 Shares of Fidelity...

News Sep 20, 2023 0 0

Secure Asset Management LLC increased its stake in Fidelity Sustainable Low Duration...

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Eli Lilly and Company (NYSE:LLY) is Thompson Davis & CO. Inc.’s 9th Largest Position

Eli Lilly and Company (NYSE:LLY) is Thompson Davis & CO....

News Sep 20, 2023 0 0

Thompson Davis & CO. Inc. grew its holdings in shares of Eli Lilly and Company (NYSE:LLY...

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90,738 Shares in Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO) Bought by Mid American Wealth Advisory Group Inc.

90,738 Shares in Invesco BulletShares 2024 Corporate Bond...

News Sep 20, 2023 0 0

Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Invesco...

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Patton Albertson Miller Group LLC Raises Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Patton Albertson Miller Group LLC Raises Holdings in iShares...

News Sep 20, 2023 0 0

Patton Albertson Miller Group LLC increased its position in shares of iShares MSCI...

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Prosperity Planning Inc. Has $957,000 Holdings in Realty Income Co. (NYSE:O)

Prosperity Planning Inc. Has $957,000 Holdings in Realty...

News Sep 20, 2023 0 0

Prosperity Planning Inc. raised its position in shares of Realty Income Co. (NYSE:O...

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Mid American Wealth Advisory Group Inc. Purchases Shares of 312,128 BlackRock Floating Rate Income Trust (NYSE:BGT)

Mid American Wealth Advisory Group Inc. Purchases Shares...

News Sep 20, 2023 0 0

Mid American Wealth Advisory Group Inc. acquired a new position in BlackRock Floating...

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Thompson Davis & CO. Inc. Buys Shares of 12,650 Palantir Technologies Inc. (NYSE:PLTR)

Thompson Davis & CO. Inc. Buys Shares of 12,650 Palantir...

News Sep 20, 2023 0 0

Thompson Davis & CO. Inc. purchased a new position in Palantir Technologies Inc....

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Riversedge Advisors LLC Sells 28,976 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Riversedge Advisors LLC Sells 28,976 Shares of Schwab Short-Term...

News Sep 20, 2023 0 0

Riversedge Advisors LLC lessened its stake in Schwab Short-Term U.S. Treasury ETF...

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Prosperity Planning Inc. Acquires 4,221 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Prosperity Planning Inc. Acquires 4,221 Shares of Vanguard...

News Sep 20, 2023 0 0

Prosperity Planning Inc. increased its stake in shares of Vanguard Mid-Cap Value...

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SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) Shares Sold by Patton Albertson Miller Group LLC

SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)...

News Sep 20, 2023 0 0

Patton Albertson Miller Group LLC decreased its holdings in SPDR Dow Jones Industrial...

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Riversedge Advisors LLC Sells 73,281 Shares of Vanguard Total Bond Market ETF (NASDAQ:BND)

Riversedge Advisors LLC Sells 73,281 Shares of Vanguard...

News Sep 20, 2023 0 0

Riversedge Advisors LLC trimmed its stake in Vanguard Total Bond Market ETF (NASDAQ:BND...

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Tompkins Financial Corp Sells 3,664 Shares of Merck & Co., Inc. (NYSE:MRK)

Tompkins Financial Corp Sells 3,664 Shares of Merck & Co.,...

News Sep 20, 2023 0 0

Tompkins Financial Corp lowered its holdings in shares of Merck & Co., Inc. (NYSE:MRK...

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Roberts Wealth Advisors LLC Raises Position in Merck & Co., Inc. (NYSE:MRK)

Roberts Wealth Advisors LLC Raises Position in Merck &...

News Sep 20, 2023 0 0

Roberts Wealth Advisors LLC boosted its position in Merck & Co., Inc. (NYSE:MRK...

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Patton Fund Management Inc. Sells 395 Shares of McDonald’s Co. (NYSE:MCD)

Patton Fund Management Inc. Sells 395 Shares of McDonald’s...

News Sep 20, 2023 0 0

Patton Fund Management Inc. decreased its position in McDonald’s Co. (NYSE:MCD –...