04/10 11:25 AM defenseworld.net

Buska Wealth Management LLC Sells 22,992 Shares of Fidelity MSCI Industrials Index ETF $FIDU

#Buska Wealth Management #Fidelity MSCI Industrials Index ETF #Q4 portfolio shift #hedge fund activity #institutional trading #ETF holdings

04/06 10:55 AM defenseworld.net

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Trims Holdings in Apollo Global Management Inc. $APO

#Empirical Wealth Management #Apollo Global Management #hedge fund #Q4 portfolio shift #institutional investor #share sale

04/05 12:58 PM defenseworld.net

Retirement Systems of Alabama Sells 37,786 Shares of Host Hotels & Resorts, Inc. $HST

#Retirement Systems of Alabama #Host Hotels & Resorts #share sale #NewEdge Advisors #Q4 portfolio adjustment #institutional investor

04/05 11:00 AM defenseworld.net

Ascent Group LLC Lowers Position in iShares 0-5 Year TIPS Bond ETF $STIP

#Ascent Group #iShares TIPS ETF #Q4 portfolio change #hedge fund activity #bond ETF #SEC filing

04/04 10:44 AM defenseworld.net

American National Bank & Trust Decreases Holdings in iShares Short-Term National Muni Bond ETF $SUB

#iShares #Short‑Term Muni Bond ETF #American National Bank Trust #First Community Trust #institutional holdings #Q4 portfolio shift

04/03 12:02 PM defenseworld.net

CogentBlue Wealth Advisors LLC Trims Position in Vanguard Short-Term Bond ETF $BSV

#Vanguard Short-Term Bond ETF #CogentBlue Wealth Advisors #Earned Wealth Advisors #13F filing #Q4 portfolio changes #bond ETF holdings

03/31 12:10 PM defenseworld.net

Financial Planning Hawaii Inc. Invests $1.90 Million in iShares 0-3 Month Treasury Bond ETF $SGOV

#Financial Planning Hawaii #iShares 0-3 Month Treasury Bond ETF #SGOV #institutional investment #Truist Financial Corp #Q4 portfolio

03/30 01:28 PM defenseworld.net

NVIDIA Corporation $NVDA is Meadowbrook Wealth Management LLC’s 5th Largest Position

#NVIDIA #Meadowbrook Wealth Management #institutional holdings #Q4 portfolio #Norges Bank #stock sell

03/29 10:12 AM defenseworld.net

iShares Global REIT ETF $REET Stock Position Decreased by Aegis Wealth Management LLC

#iShares Global REIT ETF #Aegis Wealth Management #NewEdge Advisors #ETF holdings #Q4 portfolio change #Q1 portfolio change

03/29 10:12 AM defenseworld.net

iShares Global REIT ETF $REET Stock Position Decreased by Aegis Wealth Management LLC

#iShares Global REIT ETF #Aegis Wealth Management #NewEdge Advisors #ETF holdings #Q4 portfolio change #Q1 portfolio change