04/10 10:56 AM defenseworld.net

32,551 Shares in The TJX Companies, Inc. $TJX Bought by BNC Wealth Management LLC

#BNC Wealth Management #TJX Companies #AllianceBernstein #portfolio holdings #retail investment #Q3 stake increase

04/03 11:50 AM defenseworld.net

Earned Wealth Advisors LLC Invests $570,000 in Chipotle Mexican Grill, Inc. $CMG

#Chipotle #Hedge Funds #Earned Wealth Advisors #Capital World Investors #Q4 Investment #Q3 Stake Increase

04/03 10:35 AM defenseworld.net

Beaumont Financial Advisors LLC Acquires 13,425 Shares of Genpact Limited $G

#Genpact #13F filing #Beaumont Financial Advisors #Dimensional Fund Advisors #Q4 holdings #Q3 stake increase

04/02 11:08 AM defenseworld.net

Merck & Co., Inc. $MRK Shares Sold by Banque Pictet & Cie SA

#Merck #Banque Pictet #DLD Asset Management #Q4 holdings #Q3 stake increase #hedge funds

03/31 12:04 PM defenseworld.net

Boston Common Asset Management LLC Takes Position in Spotify Technology $SPOT

#Boston Common Asset Management #Spotify #Helios Capital #Q4 investment #Q3 stake increase #portfolio allocation

03/27 01:31 PM defenseworld.net

Meta Platforms, Inc. $META Shares Bought by Capital Asset Advisory Services LLC

#Meta Platforms #Capital Asset Advisory Services #Goldstone Financial Group #institutional investor #Q4 holdings #Q3 stake increase

03/24 08:40 PM defenseworld.net

Vanguard FTSE Developed Markets ETF $VEA Shares Bought by Capital Asset Advisory Services LLC

#Vanguard FTSE Developed Markets ETF #Capital Asset Advisory Services #13F filing #Princeton Global Asset Management #Q4 holdings #Q3 stake increase

03/24 07:50 PM defenseworld.net

Dynamic Advisor Solutions LLC Decreases Stock Holdings in Simplify Managed Futures Strategy ETF $CTA

#Dynamic Advisor Solutions #Simplify Managed Futures Strategy ETF #Q4 holdings #Wealth Enhancement Advisory Services #Q3 stake increase #ETF shares

03/23 12:18 PM defenseworld.net

NorthCrest Asset Manangement LLC Lowers Position in Celestica, Inc. $CLS

#NorthCrest Asset Management #Celestica #Q4 holdings #MassMutual Wealth Trust #Q3 stake increase #13F filing

03/23 12:18 PM defenseworld.net

NorthCrest Asset Manangement LLC Lowers Position in Celestica, Inc. $CLS

#NorthCrest Asset Management #Celestica #Q4 holdings #MassMutual Wealth Trust #Q3 stake increase #13F filing