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Image about JPMorgan International Bond Opportunities ETF (BATS:JPIB) Shares Sold by Capital Analysts LLC

JPMorgan International Bond Opportunities ETF (BATS:JPIB) Shares Sold by Capital Analysts LLC

Capital Analysts LLC decreased its position in shares of JPMorgan International Bond Opportunities ETF (BATS:JPIB – Free Report) by 29.9% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Image about Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Acquired by Capital Analysts LLC

Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Acquired by Capital Analysts LLC

Capital Analysts LLC increased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 138.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image about SVB Wealth LLC Cuts Position in Roper Technologies, Inc. (NYSE:ROP)

SVB Wealth LLC Cuts Position in Roper Technologies, Inc. (NYSE:ROP)

SVB Wealth LLC trimmed its holdings in Roper Technologies, Inc. (NYSE:ROP – Free Report) by 41.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image about Capital Analysts LLC Makes New Investment in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Capital Analysts LLC Makes New Investment in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Capital Analysts LLC acquired a new position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image about Capital Analysts LLC Lowers Position in VanEck Intermediate Muni ETF (BATS:ITM)

Capital Analysts LLC Lowers Position in VanEck Intermediate Muni ETF (BATS:ITM)

Capital Analysts LLC decreased its position in VanEck Intermediate Muni ETF (BATS:ITM – Free Report) by 39.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image about iShares MSCI ACWI ETF (NASDAQ:ACWI) Shares Sold by SVB Wealth LLC

iShares MSCI ACWI ETF (NASDAQ:ACWI) Shares Sold by SVB Wealth LLC

SVB Wealth LLC decreased its stake in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 31.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image about SVB Wealth LLC Purchases 5,707 Shares of Ford Motor (NYSE:F)

SVB Wealth LLC Purchases 5,707 Shares of Ford Motor (NYSE:F)

SVB Wealth LLC lifted its position in shares of Ford Motor (NYSE:F – Free Report) by 8.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image about SVB Wealth LLC Grows Stake in Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

SVB Wealth LLC Grows Stake in Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

SVB Wealth LLC raised its stake in Vanguard Russell 2000 Value ETF (NASDAQ:VTWV – Free Report) by 100.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about SVB Wealth LLC Buys 4,735 Shares of Roku, Inc. (NASDAQ:ROKU)

SVB Wealth LLC Buys 4,735 Shares of Roku, Inc. (NASDAQ:ROKU)

SVB Wealth LLC boosted its stake in shares of Roku, Inc. (NASDAQ:ROKU – Free Report) by 89.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image about The Allstate Co. (NYSE:ALL) Shares Bought by SVB Wealth LLC

The Allstate Co. (NYSE:ALL) Shares Bought by SVB Wealth LLC

SVB Wealth LLC raised its stake in shares of The Allstate Co. (NYSE:ALL – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Capital Analysts LLC Invests $32,000 in iShares CMBS ETF (NYSEARCA:CMBS)

Capital Analysts LLC Invests $32,000 in iShares CMBS ETF (NYSEARCA:CMBS)

Capital Analysts LLC acquired a new position in iShares CMBS ETF (NYSEARCA:CMBS – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image about Capital Analysts LLC Has $34,000 Stock Position in VanEck Short High Yield Muni ETF (BATS:SHYD)

Capital Analysts LLC Has $34,000 Stock Position in VanEck Short High Yield Muni ETF (BATS:SHYD)

Capital Analysts LLC lowered its holdings in shares of VanEck Short High Yield Muni ETF (BATS:SHYD – Free Report) by 99.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,525 shares... More of this article »
Image about SVB Wealth LLC Acquires 786 Shares of Aflac Incorporated (NYSE:AFL)

SVB Wealth LLC Acquires 786 Shares of Aflac Incorporated (NYSE:AFL)

SVB Wealth LLC grew its holdings in Aflac Incorporated (NYSE:AFL – Free Report) by 7.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,156 shares of... More of this article »
Image about Mackenzie Financial Corp Increases Stock Holdings in SM Energy (NYSE:SM)

Mackenzie Financial Corp Increases Stock Holdings in SM Energy (NYSE:SM)

Mackenzie Financial Corp lifted its position in SM Energy (NYSE:SM – Free Report) by 65.1% 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 Mackenzie Financial Corp Raises Stock Position in Fair Isaac Co. (NYSE:FICO)

Mackenzie Financial Corp Raises Stock Position in Fair Isaac Co. (NYSE:FICO)

Mackenzie Financial Corp raised its stake in Fair Isaac Co. (NYSE:FICO – Free Report) by 12.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »