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WealthPlan Investment Management LLC Acquires New Position in iShares Russell 1000 ETF
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new stake in shares of iShares Russell 1000 ETF during the third quarter, Holdings Channel reports. The fund bought 1,542 shares of the company's stock, valued at approximately $333,000. A number of other institutional investors have also added to or reduced their stakes in IWB....
Read more ...Microsoft Co. Stake Decreased by Obermeyer Wood Investment Counsel Lllp
2 days ago - By ETF Daily News
Obermeyer Wood Investment Counsel Lllp reduced its holdings in Microsoft Co. by 1.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 253,359 shares of the software giant's stock after selling 4,026 shares during the period. Microsoft makes up approximately 4.8% of Obermeyer Wood Investment Counsel Lllp's holdings, making the...
Read more ...WealthPlan Investment Management LLC Buys Shares of 3,122 ConocoPhillips
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new stake in ConocoPhillips in the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 3,122 shares of the energy producer's stock, valued at approximately $358,000. Several other institutional investors also recently bought and sold shares of COP. Delos Wealth Advisors LLC grew its position in...
Read more ...WealthPlan Investment Management LLC Makes New $223,000 Investment in The Southern Company
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new position in shares of The Southern Company during the 3rd quarter, Holdings Channel.com reports. The firm bought 3,253 shares of the utilities provider's stock, valued at approximately $223,000. Several other hedge funds and other institutional investors have also recently bought and sold shares of...
Read more ...2,187 Shares in Zimmer Biomet Holdings, Inc. Bought by WealthPlan Investment Management LLC
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new stake in shares of Zimmer Biomet Holdings, Inc. in the third quarter, Holdings Channel.com reports. The firm acquired 2,187 shares of the medical equipment provider's stock, valued at approximately $272,000. A number of other institutional investors have also modified their holdings of the stock....
Read more ...WealthPlan Investment Management LLC Invests $243,000 in iShares Russell 2000 ETF
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new position in iShares Russell 2000 ETF during the 3rd quarter, Holdings Channel reports. The firm bought 1,355 shares of the exchange traded fund's stock, valued at approximately $243,000. Several other institutional investors and hedge funds have also modified their holdings of the business. Pointe...
Read more ...3,791 Shares in General Electric Purchased by WealthPlan Investment Management LLC
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new position in shares of General Electric in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,791 shares of the conglomerate's stock, valued at approximately $322,000. Other hedge funds and other institutional investors have also...
Read more ...3,202 Shares in Comerica Incorporated Purchased by WealthPlan Investment Management LLC
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new position in shares of Comerica Incorporated during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,202 shares of the financial services provider's stock, valued at approximately $209,000. Other large investors have also...
Read more ...WealthPlan Investment Management LLC Takes Position in Carnival Co. & plc
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new stake in Carnival Co. & plc during the 3rd quarter, HoldingsChannel reports. The fund bought 42,719 shares of the company's stock, valued at approximately $380,000. Other hedge funds and other institutional investors have also made changes to their positions in the company. Centaurus Financial...
Read more ...WealthPlan Investment Management LLC Invests $293,000 in iShares National Muni Bond ETF
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC bought a new position in shares of iShares National Muni Bond ETF during the 3rd quarter, HoldingsChannel reports. The fund bought 2,748 shares of the exchange traded fund's stock, valued at approximately $293,000. Several other institutional investors and hedge funds have also made changes to their positions...
Read more ...WealthPlan Investment Management LLC Acquires Shares of 3,344 Emerson Electric Co
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new stake in Emerson Electric Co. during the 3rd quarter, Holdings Channel reports. The institutional investor acquired 3,344 shares of the industrial products company's stock, valued at approximately $317,000. Several other institutional investors and hedge funds have also recently bought and sold shares of EMR....
Read more ...WealthPlan Investment Management LLC Acquires Shares of 6,505 iShares Core 1-5 Year USD Bond ETF
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new stake in iShares Core 1-5 Year USD Bond ETF in the third quarter, Holdings Channel.com reports. The institutional investor acquired 6,505 shares of the company's stock, valued at approximately $304,000. Other institutional investors have also recently bought and sold shares of the company. Horan...
Read more ...WealthPlan Investment Management LLC Invests $209,000 in Innovator U.S. Equity Power Buffer ETF - August
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF - August during the third quarter, HoldingsChannel reports. The firm purchased 7,309 shares of the company's stock, valued at approximately $209,000. Innovator U.S. Equity Power Buffer ETF - August Trading Down 0.3 % BATS PAUG opened...
Read more ...WealthPlan Investment Management LLC Acquires New Shares in Vanguard Mid-Cap Value ETF
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new stake in shares of Vanguard Mid-Cap Value ETF during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 1,571 shares of the company's stock, valued at approximately $218,000. Several other hedge funds also recently modified their holdings of VOE. Royal Bank of Canada boosted its...
Read more ...WealthPlan Investment Management LLC Acquires New Stake in First Trust US Equity Opportunities ETF
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new stake in First Trust US Equity Opportunities ETF during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 2,632 shares of the company's stock, valued at approximately $218,000. Other institutional investors...
Read more ...WealthPlan Investment Management LLC Acquires Shares of 3,682 Vanguard Short-Term Bond ETF
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC acquired a new stake in shares of Vanguard Short-Term Bond ETF in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 3,682 shares of the company's stock, valued at approximately $279,000. A number of...
Read more ...WealthPlan Investment Management LLC Purchases Shares of 12,203 iShares Silver Trust
2 days ago - By ETF Daily News
WealthPlan Investment Management LLC purchased a new stake in shares of iShares Silver Trust in the 3rd quarter, Holdings Channel reports. The institutional investor purchased 12,203 shares of the exchange traded fund's stock, valued at approximately $255,000. Other institutional investors have also added to or reduced their stakes in the company....
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