financial management
11 articles
GEN Financial Management INC reduced its holdings of Vanguard Tax-Exempt Bond ETF (VTEB) by 27.4% in the third quarter, selling 14,561 shares to hold a total of 38,620 shares as per their latest SEC f...
GEN Financial Management INC. reduced its holdings of Vanguard Short-Term Treasury ETF (NASDAQ: VGSH) by 12.4% during the third quarter, selling off 27,332 shares to end with a total holding of 193,06...
Curbstone Financial Management Corp increased its holdings in SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) by purchasing an additional 83,830 shares during the third quarter. This purchase...
GEN Financial Management INC. decreased its investment in Pacer US Cash Cows 100 ETF (BATS:COWZ) by 11.2% during the third quarter, as reported in a recent SEC filing. The firm now holds 199,182 share...
Cornerstone Partners Capital Management LLC reduced its holdings of iShares Core S&P 500 ETF (IVV) in the third quarter, selling 2,420 shares and holding a total of 6,606 shares....
Curbstone Financial Management Corp purchased 21,660 shares worth approximately $552,000 in the iShares iBonds Dec 2027 Term Muni Bond ETF during the third quarter according to recent SEC filings....
InterDigital’s CFO, Richard Brezski, sold 5,002 shares on January 6th at an average price of $324.08 per share, totaling approximately $1.6 million. Post-sale, his holdings stand at 78,372 shares....
Delta Investment Management LLC reduced its holdings in Danaher Corporation by 80.6% during the third quarter of 2023, selling 14,745 shares and retaining only 3,538 shares....
Baron Wealth Management LLC increased its holdings of Franklin International Core Dividend Tilt Index ETF (NYSEARCA: DIVI) by 4.2% in the third quarter, acquiring an additional 28,311 shares to reach ...
Castle Rock Wealth Management LLC reduced its holdings of iShares Floating Rate Bond ETF (BATS:FLOT) in the third quarter by selling 10,302 shares. The fund now owns 148,971 shares....
GRIMES & Co WEALTH MANAGEMENT LLC reduced its holdings in Amgen Inc., lowering by 5.9% during the third quarter. The firm now owns 86,240 shares of Amgen Inc.'s stock after selling 5,439 shares over t...