55 North Private Wealth LLC Makes New $2.94 Million Investment in Vanguard Small-Cap Value ETF $VBR

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55 North Private Wealth LLC held 13,857 shares Vanguard Small‑Cap Value ETF (VBR) ($2.94M), 782 shares Goldman Sachs (GS) ($687K), 1,366 shares Caterpillar (CAT) ($783K), 5,000 shares iShares Select Dividend ETF (DVY) ($706K), 1,820 shares Home Depot (HD) ($626K).
#55_NORTH_PRIVATE_WEALTH #VBR #GS #CAT #DVY #HD #Q4_2023
20/04 10:09 defenseworld.net
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55 North Private Wealth LLC Makes New $2.94 Million Investment in Vanguard Small-Cap Value ETF $VBR

POLITICSSEC FILING ARTICLESCOMPANIES
20/04 10:12 defenseworld.net

55 North Private Wealth LLC Makes New $783,000 Investment in Caterpillar Inc. $CAT

POLITICSCOMPANIESSEC FILING ARTICLES
20/04 10:12 defenseworld.net

55 North Private Wealth LLC Makes New $706,000 Investment in iShares Select Dividend ETF $DVY

POLITICSCOMPANIESSEC FILING ARTICLES
20/04 10:12 defenseworld.net

55 North Private Wealth LLC Makes New $626,000 Investment in The Home Depot, Inc. $HD

POLITICSCOMPANIESSEC FILING ARTICLES
20/04 10:12 defenseworld.net

55 North Private Wealth LLC Makes New $687,000 Investment in The Goldman Sachs Group, Inc. $GS

POLITICSCOMPANIESSEC FILING ARTICLES
20/04 11:55 defenseworld.net

Third View Private Wealth LLC Makes New Investment in Broadcom Inc. $AVGO

POLITICSSEC FILING ARTICLESCOMPANIES
20/04 12:29 defenseworld.net

Moran Wealth Management LLC Makes New Investment in Palomar Holdings, Inc. $PLMR

SEC FILING ARTICLESCOMPANIESPOLITICS
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