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Image about SVB Wealth LLC Purchases 1,846 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

SVB Wealth LLC Purchases 1,846 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

SVB Wealth LLC raised its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 15.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image about Capital Analysts LLC Takes Position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)

Capital Analysts LLC Takes Position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)

Capital Analysts LLC bought a new stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image about Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC) Shares Sold by SVB Wealth LLC

Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC) Shares Sold by SVB Wealth LLC

SVB Wealth LLC decreased its position in Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) by 21.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Mackenzie Financial Corp Sells 274 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Mackenzie Financial Corp Sells 274 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Mackenzie Financial Corp cut its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image about Capital Analysts LLC Purchases 286 Shares of Amplify Online Retail ETF (NYSEARCA:IBUY)

Capital Analysts LLC Purchases 286 Shares of Amplify Online Retail ETF (NYSEARCA:IBUY)

Capital Analysts LLC lifted its position in Amplify Online Retail ETF (NYSEARCA:IBUY – Free Report) by 31.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image about Capital Analysts LLC Lowers Position in Capital Group Growth ETF (NYSEARCA:CGGR)

Capital Analysts LLC Lowers Position in Capital Group Growth ETF (NYSEARCA:CGGR)

Capital Analysts LLC cut its holdings in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 39.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about Capital Analysts LLC Sells 198 Shares of VanEck Agribusiness ETF (NYSEARCA:MOO)

Capital Analysts LLC Sells 198 Shares of VanEck Agribusiness ETF (NYSEARCA:MOO)

Capital Analysts LLC reduced its stake in shares of VanEck Agribusiness ETF (NYSEARCA:MOO – Free Report) by 25.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 590 shares of the company’s... More of this article »
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 »