04/08 12:14 PM defenseworld.net

Efficient Advisors LLC Has $112.43 Million Stock Holdings in Vanguard S&P 500 ETF $VOO

#Efficient Advisors #Vanguard S&P 500 ETF #VOO #portfolio holdings #institutional investor #Q4 sale

04/08 10:50 AM defenseworld.net

Dock Street Asset Management Inc. Sells 37,999 Shares of Alphabet Inc. $GOOGL

#Dock Street Asset Management #Alphabet Inc #Q4 sale #institutional investor #PMV Capital #portfolio stake

04/07 11:02 AM defenseworld.net

Bangor Savings Bank Sells 4,009 Shares of JPMorgan Chase & Co. $JPM

#Bangor Savings Bank #JPMorgan Chase #institutional holdings #Q4 sale #portfolio allocation #stock trimming

04/06 10:46 AM defenseworld.net

Exchange Traded Concepts LLC Sells 12,612 Shares of Fortinet, Inc. $FTNT

#Fortinet #Exchange Traded Concepts #13F filing #Allstate Corp #Asset Management One #institutional holdings

04/05 12:14 PM defenseworld.net

iShares MSCI EAFE Growth ETF $EFG Shares Sold by Perigon Wealth Management LLC

#iShares MSCI EAFE Growth ETF #Perigon Wealth Management #ETF holdings #hedge funds #Q4 sale #Bangor Savings Bank

04/05 11:37 AM defenseworld.net

iShares Core S&P 500 ETF $IVV Shares Sold by Harbor Capital Advisors Inc.

#Harbor Capital Advisors #IVV #iShares Core S&P 500 ETF #13F filing #Northwestern Mutual #institutional holdings

04/03 10:24 AM defenseworld.net

Balboa Wealth Partners Sells 6,353 Shares of Vertiv Holdings Co. $VRT

#Balboa Wealth Partners #Vertiv Holdings #Q4 sale #hedge fund #Vanguard #SEC 13F

04/02 11:45 AM defenseworld.net

DiNuzzo Private Wealth Inc. Sells 31,095 Shares of Dimensional US Large Cap Value ETF $DFLV

#DiNuzzo Private Wealth #Dimensional US Large Cap Value ETF #Q4 sale #institutional investor #SEC filing #share reduction

04/02 10:46 AM defenseworld.net

Bay Capital Advisors LLC Sells 13,946 Shares of JPMorgan Equity Premium Income ETF $JEPI

#Bay Capital Advisors #JPMorgan Equity Premium Income ETF #JEPI #Q4 sale #portfolio allocation #institutional holdings

04/02 10:46 AM defenseworld.net

Bay Capital Advisors LLC Sells 13,946 Shares of JPMorgan Equity Premium Income ETF $JEPI

#Bay Capital Advisors #JPMorgan Equity Premium Income ETF #JEPI #Q4 sale #portfolio allocation #institutional holdings