Heritage Wealth Management Inc. Has $370,000 Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
Heritage Wealth Management Inc. cut its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 4.3% in the 3rd quarter, according to its...
Physician Wealth Solutions Inc. Has $14.17 Million Stock Holdings in Avantis Real Estate ETF (NYSEARCA:AVRE)
Physician Wealth Solutions Inc. boosted its holdings in shares of Avantis Real Estate ETF (NYSEARCA:AVRE – Free Report) by 21.8% during the 3rd quarter, according...
Sonata Capital Group Inc. Purchases New Stake in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)
Sonata Capital Group Inc. acquired a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO – Free Report) during the 3rd quarter,...
Sonata Capital Group Inc. Reduces Position in iShares Cohen & Steers REIT ETF (BATS:ICF)
Sonata Capital Group Inc. lessened its stake in iShares Cohen & Steers REIT ETF (BATS:ICF – Free Report) by 2.3% during the 3rd quarter, according...
Sonata Capital Group Inc. Takes Position in iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)
Sonata Capital Group Inc. bought a new position in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB – Free Report) during the third quarter,...
Sonata Capital Group Inc. Sells 200 Shares of Vanguard Health Care ETF (NYSEARCA:VHT)
Sonata Capital Group Inc. reduced its stake in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 13.7% during the third quarter, according...