Galvin Gaustad & Stein LLC Has $6.29 Million Stock Holdings in Visa Inc. (NYSE:V)
This post was originally published on this siteGalvin Gaustad & Stein LLC grew its position in shares of Visa Inc. (NYSE:V – Get Rating) by 7.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange...
Freedom Day Solutions LLC Sells 554 Shares of Visa Inc. (NYSE:V)
This post was originally published on this siteFreedom Day Solutions LLC lowered its stake in Visa Inc. (NYSE:V – Get Rating) by 4.6% during the second quarter, Holdings Channel reports. The firm owned 11,420 shares of the credit-card processor’s stock...
TruWealth Advisors LLC Trims Stock Position in Exxon Mobil Co. (NYSE:XOM)
This post was originally published on this siteTruWealth Advisors LLC lessened its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 4.6% in the 2nd quarter, HoldingsChannel reports. The firm owned 32,855 shares of the oil and gas company’s...
Alpha Cubed Investments LLC Has $16.91 Million Stock Holdings in Visa Inc. (NYSE:V)
This post was originally published on this siteAlpha Cubed Investments LLC cut its position in Visa Inc. (NYSE:V – Get Rating) by 0.7% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 85,868 shares of the credit-card processor’s stock after...
Altium Wealth Management LLC Purchases 6,944 Shares of Exxon Mobil Co. (NYSE:XOM)
This post was originally published on this siteAltium Wealth Management LLC raised its position in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 8.3% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 90,986...
ETF Think Tank Weekly Research
- Get Think Tanked Distilled with Anurag Rana October 4, 2022Tech is one of the market sectors that has experienced a major repricing in 2022. Anurag Rana, Bloomberg’s senior analyst for the software and IT services spaces, has been observing companies, such as Apple and Adobe, and sees a lot of change happening in the industry. He joins the ETF Think Tank to discuss the […]
- ETF Industry KPI October 3, 2022Week of September 26, 2022 KPI Summary This week, the industry experienced 9 ETF launches and zero closures, shifting the 1-year Open-to-Close ratio to 3.42 and total US ETFs to 3,033. September was a down month for the ETF industry in terms of assets. It was 3rd worst in 2022 thus far with April (-7.53) […]
- Management Matters September 28, 2022Last week, my colleague did a great job highlighting the difference between the ETF wrapper structured as a ‘33 Act rather than a ‘40 Act legal structure. We often write about markets, the Fed, and investments in this blog. We also often highlight how structure matters when differentiating between passive and active investing, and the […]
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