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Image about First Trust Capital Strength ETF (NASDAQ:FTCS) Shares Sold by Keystone Wealth Services LLC

First Trust Capital Strength ETF (NASDAQ:FTCS) Shares Sold by Keystone Wealth Services LLC

Keystone Wealth Services LLC reduced its position in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 2.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 16,726 shares... More of this article »
Image about Sterling Investment Advisors LLC ADV Grows Stock Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Sterling Investment Advisors LLC ADV Grows Stock Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Sterling Investment Advisors LLC ADV increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 28.8% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Image about Keystone Wealth Services LLC Reduces Holdings in Fidelity Total Bond ETF (NYSEARCA:FBND)

Keystone Wealth Services LLC Reduces Holdings in Fidelity Total Bond ETF (NYSEARCA:FBND)

Keystone Wealth Services LLC cut its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 2.9% in the 4th quarter, HoldingsChannel reports. The fund owned 154,058 shares of the company’s stock... More of this article »
Image about Tectonic Advisors LLC Buys New Holdings in Visteon Co. (NASDAQ:VC)

Tectonic Advisors LLC Buys New Holdings in Visteon Co. (NASDAQ:VC)

Tectonic Advisors LLC purchased a new position in Visteon Co. (NASDAQ:VC – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image about Wells Fargo & Company (NYSE:WFC) Rating Reiterated by Keefe, Bruyette & Woods

Wells Fargo & Company (NYSE:WFC) Rating Reiterated by Keefe, Bruyette & Woods

Wells Fargo & Company (NYSE:WFC)‘s stock had its “market perform” rating reaffirmed by analysts at Keefe, Bruyette & Woods in a report issued on Wednesday, MarketBeat.com reports. They currently have a $62.00... More of this article »
Image about Principal Financial Group, Inc. (NYSE:PFG) Shares Sold by Centennial Wealth Advisory LLC

Principal Financial Group, Inc. (NYSE:PFG) Shares Sold by Centennial Wealth Advisory LLC

Centennial Wealth Advisory LLC cut its stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 5.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image about United Parcel Service (NYSE:UPS) Earns “Outperform” Rating from Oppenheimer

United Parcel Service (NYSE:UPS) Earns “Outperform” Rating from Oppenheimer

United Parcel Service (NYSE:UPS – Get Free Report)‘s stock had its “outperform” rating restated by equities researchers at Oppenheimer in a research report issued on Wednesday, Benzinga reports. They presently... More of this article »
Image about Tectonic Advisors LLC Acquires 1,982 Shares of Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL)

Tectonic Advisors LLC Acquires 1,982 Shares of Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL)

Tectonic Advisors LLC increased its holdings in shares of Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 12.9% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image about Stordahl Capital Management Inc. Purchases 275 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Stordahl Capital Management Inc. Purchases 275 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Stordahl Capital Management Inc. raised its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image about Tectonic Advisors LLC Buys 2,100 Shares of Paychex, Inc. (NASDAQ:PAYX)

Tectonic Advisors LLC Buys 2,100 Shares of Paychex, Inc. (NASDAQ:PAYX)

Tectonic Advisors LLC increased its stake in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 7.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about Tectonic Advisors LLC Has $3.91 Million Holdings in Duke Energy Co. (NYSE:DUK)

Tectonic Advisors LLC Has $3.91 Million Holdings in Duke Energy Co. (NYSE:DUK)

Tectonic Advisors LLC increased its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 6.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image about Tectonic Advisors LLC Raises Holdings in Western Midstream Partners, LP (NYSE:WES)

Tectonic Advisors LLC Raises Holdings in Western Midstream Partners, LP (NYSE:WES)

Tectonic Advisors LLC grew its position in Western Midstream Partners, LP (NYSE:WES – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about Tectonic Advisors LLC Increases Position in Realty Income Co. (NYSE:O)

Tectonic Advisors LLC Increases Position in Realty Income Co. (NYSE:O)

Tectonic Advisors LLC raised its stake in Realty Income Co. (NYSE:O – Free Report) by 12.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image about Heartwood Wealth Advisors LLC Invests $216,000 in iShares Russell 1000 ETF (NYSEARCA:IWB)

Heartwood Wealth Advisors LLC Invests $216,000 in iShares Russell 1000 ETF (NYSEARCA:IWB)

Heartwood Wealth Advisors LLC bought a new stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the fourth quarter, HoldingsChannel reports. The fund bought 822 shares of the company’s stock, valued at approximately... More of this article »
Image about Heartwood Wealth Advisors LLC Cuts Stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Heartwood Wealth Advisors LLC Cuts Stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Heartwood Wealth Advisors LLC cut its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 8.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 135,914... More of this article »