• Lowe's Companies, Inc. is Glassy Mountain Advisors Inc.'s 6th Largest Position

    2 days ago - By ETF Daily News

    Glassy Mountain Advisors Inc. increased its position in Lowe's Companies, Inc. by 1.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 38,253 shares of the home improvement retailer's stock after purchasing an additional 709 shares during the period. Lowe's Companies accounts for about...
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  • Invesco S&P 500 Equal Weight ETF is MCIA Inc's 3rd Largest Position

    2 days ago - By ETF Daily News

    MCIA Inc boosted its stake in shares of Invesco S&P 500 Equal Weight ETF by 41.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 79,276 shares of the company's stock after buying an additional 23,398...
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  • Avondale Wealth Management Has $61,000 Stock Position in iShares MSCI Emerging Markets ETF

    2 days ago - By ETF Daily News

    Avondale Wealth Management raised its position in iShares MSCI Emerging Markets ETF by 35.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,350 shares of the exchange traded fund's stock after acquiring an additional 350 shares...
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  • Vanguard S&P 500 ETF is Avondale Wealth Management's 9th Largest Position

    2 days ago - By ETF Daily News

    Avondale Wealth Management lowered its position in Vanguard S&P 500 ETF by 2.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,539 shares of the company's stock after selling 196 shares during the quarter. Vanguard S&P 500 ETF...
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  • LifeSteps Financial Inc. Has $883,000 Stock Position in Tesla, Inc

    2 days ago - By ETF Daily News

    LifeSteps Financial Inc. reduced its position in shares of Tesla, Inc. by 10.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 819 shares of the electric vehicle producer's stock after selling 99 shares during the quarter. LifeSteps Financial Inc.'s...
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  • Avondale Wealth Management Has $329,000 Stock Position in iShares National Muni Bond ETF

    2 days ago - By ETF Daily News

    Avondale Wealth Management reduced its stake in shares of iShares National Muni Bond ETF by 25.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,000 shares of the exchange traded fund's stock after selling 1,000 shares during the quarter....
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  • Hill Island Financial LLC Has $1.15 Million Position in iShares National Muni Bond ETF

    2 days ago - By ETF Daily News

    Hill Island Financial LLC cut its stake in shares of iShares National Muni Bond ETF by 38.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,499 shares of the exchange traded fund's stock after selling 6,613 shares during the...
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  • LifeSteps Financial Inc. Acquires 4,684 Shares of Schwab U.S. Large-Cap Growth ETF

    2 days ago - By ETF Daily News

    LifeSteps Financial Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 95.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,602 shares of the company's stock after acquiring an additional 4,684 shares...
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  • IShares Russell 2000 ETF is LifeSteps Financial Inc.'s 10th Largest Position

    2 days ago - By ETF Daily News

    LifeSteps Financial Inc. reduced its stake in shares of iShares Russell 2000 ETF by 4.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,784 shares of the exchange traded fund's stock after selling 744...
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