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WealthPlan Investment Management LLC Acquires New Position in 3M
7 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new stake in 3M in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,683 shares of the conglomerate's stock, valued at approximately $213,000. A number of other hedge...
Read more ...WealthPlan Investment Management LLC Takes $193,000 Position in AGNC Investment Corp
7 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new stake in AGNC Investment Corp. during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 19,677 shares of the real estate investment trust's stock, valued at approximately $193,000. Other institutional investors and...
Read more ...WealthPlan Investment Management LLC Takes Position in Zoom Video Communications, Inc
7 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new stake in Zoom Video Communications, Inc. during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 4,382 shares of the company's stock, valued at approximately $306,000. Several other hedge funds also recently...
Read more ...WealthPlan Investment Management LLC Makes New Investment in Broadcom Inc
7 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new position in Broadcom Inc. in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 514 shares of the semiconductor manufacturer's stock, valued at approximately $266,000. Several other large investors have also added to or...
Read more ...2,709 Shares in NIKE, Inc. Acquired by WealthPlan Investment Management LLC
7 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new position in NIKE, Inc. during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 2,709 shares of the footwear maker's stock, valued at approximately $293,000. A number of other large investors have also made changes...
Read more ...WealthPlan Investment Management LLC Makes New Investment in Vanguard FTSE Emerging Markets ETF
7 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new position in Vanguard FTSE Emerging Markets ETF during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 5,194 shares of the exchange traded fund's stock, valued at approximately $208,000. Several other institutional investors and hedge funds have...
Read more ...WealthPlan Investment Management LLC Purchases New Shares in Innovator U.S. Equity Power Buffer ETF - September
7 days ago - By ETF Daily News
WealthPlan Investment Management LLC purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF - September during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 7,466 shares of the company's stock, valued at approximately...
Read more ...WealthPlan Investment Management LLC Takes Position in Green Plains Partners LP
7 days ago - By ETF Daily News
WealthPlan Investment Management LLC purchased a new stake in shares of Green Plains Partners LP during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 18,388 shares of the transportation company's stock, valued at approximately $224,000. A number of other hedge...
Read more ...7,204 Shares in Alaska Air Group, Inc. Bought by American Trust
8 days ago - By ETF Daily News
American Trust bought a new position in shares of Alaska Air Group, Inc. in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 7,204 shares of the transportation company's stock, valued at approximately $282,000. Several other...
Read more ...Toroso Investments LLC Raises Stake in Microchip Technology Incorporated
8 days ago - By ETF Daily News
Toroso Investments LLC grew its stake in shares of Microchip Technology Incorporated by 50.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,581 shares of the semiconductor company's stock after purchasing an additional 6,945 shares during the period. Toroso Investments LLC's...
Read more ...Autodesk, Inc. Shares Purchased by Toroso Investments LLC
8 days ago - By ETF Daily News
Toroso Investments LLC increased its stake in shares of Autodesk, Inc. by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,188 shares of the software company's stock after purchasing an additional 388 shares during the...
Read more ...Mondelez International, Inc. Shares Acquired by Toroso Investments LLC
8 days ago - By ETF Daily News
Toroso Investments LLC lifted its stake in shares of Mondelez International, Inc. by 16.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 30,095 shares of the company's stock after purchasing an additional 4,192 shares during the...
Read more ...The Boeing Company Shares Purchased by Toroso Investments LLC
8 days ago - By ETF Daily News
Toroso Investments LLC increased its stake in shares of The Boeing Company by 5.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,547 shares of the aircraft producer's stock after purchasing an additional 561 shares during the...
Read more ...Toroso Investments LLC Has $1.22 Million Holdings in Stellantis
8 days ago - By ETF Daily News
Toroso Investments LLC boosted its holdings in shares of Stellantis by 6.3% in the third quarter, HoldingsChannel reports. The fund owned 102,641 shares of the company's stock after buying an additional 6,067 shares during the quarter. Toroso Investments LLC's holdings in Stellantis were worth $1,215,000 as of its most recent SEC...
Read more ...Toroso Investments LLC Sells 5,371 Shares of Ross Stores, Inc
8 days ago - By ETF Daily News
Toroso Investments LLC lowered its holdings in Ross Stores, Inc. by 24.1% in the third quarter, Holdings Channel reports. The firm owned 16,898 shares of the apparel retailer's stock after selling 5,371 shares during the quarter. Toroso Investments LLC's holdings in Ross Stores were worth $1,424,000 as of its most recent...
Read more ...Toroso Investments LLC Boosts Stock Position in Expeditors International of Washington, Inc
8 days ago - By ETF Daily News
Toroso Investments LLC lifted its position in Expeditors International of Washington, Inc. by 11.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 16,885 shares of the transportation company's stock after buying an additional 1,668 shares during the quarter. Toroso Investments...
Read more ...Toroso Investments LLC Makes New Investment in HealthEquity, Inc
8 days ago - By ETF Daily News
Toroso Investments LLC purchased a new position in HealthEquity, Inc. during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 18,086 shares of the company's stock, valued at approximately $1,215,000. Other institutional investors have also added to or reduced their stakes...
Read more ...
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