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RFG Advisory LLC Purchases 2,724 Shares of First Trust BuyWrite Income ETF (NASDAQ:FTHI)
RFG Advisory LLC grew its position in shares of First Trust BuyWrite Income ETF (NASDAQ:FTHI – Free Report) by 8.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
McGlone Suttner Wealth Management Inc. Purchases Shares of 893 Visa Inc. (NYSE:V)
McGlone Suttner Wealth Management Inc. acquired a new position in shares of Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired... More of this article »
Cornerstone Wealth Management LLC Grows Position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)
Cornerstone Wealth Management LLC lifted its position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 7.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,288... More of this article »
Cornerstone Wealth Management LLC Has $172,000 Stock Holdings in Vodafone Group Public Limited (NASDAQ:VOD)
Cornerstone Wealth Management LLC grew its stake in Vodafone Group Public Limited (NASDAQ:VOD – Free Report) by 52.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 20,284 shares of the cell phone carrier’s... More of this article »
Visa Inc. (NYSE:V) Position Increased by RFG Advisory LLC
RFG Advisory LLC increased its holdings in Visa Inc. (NYSE:V – Free Report) by 7.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 16,188 shares of the credit-card processor’s... More of this article »
Cornerstone Wealth Management LLC Makes New $203,000 Investment in FirstEnergy Corp. (NYSE:FE)
Cornerstone Wealth Management LLC purchased a new stake in shares of FirstEnergy Corp. (NYSE:FE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Cornerstone Wealth Management LLC Has $374,000 Position in iShares MSCI EAFE Growth ETF (BATS:EFG)
Cornerstone Wealth Management LLC cut its stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 7.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
DoorDash, Inc. (NASDAQ:DASH) Shares Acquired by RFG Advisory LLC
RFG Advisory LLC boosted its holdings in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 47.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Eli Lilly and Company (NYSE:LLY) Shares Acquired by Private Capital Advisors Inc.
Private Capital Advisors Inc. raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
MFA Wealth Services Makes New Investment in Visa Inc. (NYSE:V)
MFA Wealth Services acquired a new stake in shares of Visa Inc. (NYSE:V – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 1,805 shares of the credit-card... More of this article »
Silver Lake Advisory LLC Sells 39 Shares of Eli Lilly and Company (NYSE:LLY)
Silver Lake Advisory LLC decreased its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,598 shares... More of this article »
Cornerstone Wealth Management LLC Purchases New Holdings in Principal U.S. Mega-Cap ETF (NASDAQ:USMC)
Cornerstone Wealth Management LLC acquired a new position in Principal U.S. Mega-Cap ETF (NASDAQ:USMC – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 4,572 shares of the... More of this article »
RFG Advisory LLC Acquires 649 Shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB)
RFG Advisory LLC grew its holdings in Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 5.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
RFG Advisory LLC Grows Stock Position in Palantir Technologies Inc. (NASDAQ:PLTR)
RFG Advisory LLC increased its holdings in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 45.9% during the 4th quarter, HoldingsChannel reports. The fund owned 10,365 shares of the company’s stock after acquiring... More of this article »
RFG Advisory LLC Grows Stock Holdings in Vanguard Long-Term Bond ETF (NYSEARCA:BLV)
RFG Advisory LLC lifted its holdings in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 15.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
RFG Advisory LLC Has $634,000 Stake in KLA Co. (NASDAQ:KLAC)
RFG Advisory LLC boosted its stake in KLA Co. (NASDAQ:KLAC – Free Report) by 15.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
RFG Advisory LLC Sells 4,866 Shares of First Trust Limited Duration Investment Grade Corporate ETF (NYSEARCA:FSIG)
RFG Advisory LLC reduced its holdings in shares of First Trust Limited Duration Investment Grade Corporate ETF (NYSEARCA:FSIG – Free Report) by 9.6% during the fourth quarter, according to its most recent 13F filing with the... More of this article »
RFG Advisory LLC Purchases 472 Shares of Starbucks Co. (NASDAQ:SBUX)
RFG Advisory LLC grew its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 4.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
RFG Advisory LLC Raises Stock Holdings in Honeywell International Inc. (NASDAQ:HON)
RFG Advisory LLC raised its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
RFG Advisory LLC Reduces Stake in U.S. Bancorp (NYSE:USB)
RFG Advisory LLC cut its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
RFG Advisory LLC Buys 188 Shares of Spotify Technology S.A. (NYSE:SPOT)
RFG Advisory LLC increased its stake in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 10.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,993 shares of the... More of this article »
Bristol-Myers Squibb (NYSE:BMY) Shares Sold by RFG Advisory LLC
RFG Advisory LLC reduced its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 2.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
RFG Advisory LLC Decreases Stock Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)
RFG Advisory LLC trimmed its position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 17.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 26,607... More of this article »
RFG Advisory LLC Takes Position in ClearBridge Large Cap Growth ESG ETF (NASDAQ:LRGE)
RFG Advisory LLC acquired a new position in shares of ClearBridge Large Cap Growth ESG ETF (NASDAQ:LRGE – Free Report) in the fourth quarter, HoldingsChannel reports. The firm acquired 8,660 shares of the company’s stock,... More of this article »
RFG Advisory LLC Decreases Stake in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)
RFG Advisory LLC cut its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 23.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 14,860 shares of... More of this article »
RFG Advisory LLC Boosts Stock Position in Barrick Gold Corp (NYSE:GOLD)
RFG Advisory LLC increased its position in shares of Barrick Gold Corp (NYSE:GOLD – Free Report) (TSE:ABX) by 26.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
RFG Advisory LLC Cuts Stake in Innovator Laddered Allocation Buffer ETF (BATS:BUFB)
RFG Advisory LLC decreased its position in Innovator Laddered Allocation Buffer ETF (BATS:BUFB – Free Report) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
RFG Advisory LLC Cuts Holdings in The TJX Companies, Inc. (NYSE:TJX)
RFG Advisory LLC reduced its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 33.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
RFG Advisory LLC Acquires 904 Shares of Global Payments Inc. (NYSE:GPN)
RFG Advisory LLC grew its holdings in Global Payments Inc. (NYSE:GPN – Free Report) by 20.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,404... More of this article »
RFG Advisory LLC Has $671,000 Stock Position in Global X Russell 2000 Covered Call ETF (NYSEARCA:RYLD)
RFG Advisory LLC boosted its stake in shares of Global X Russell 2000 Covered Call ETF (NYSEARCA:RYLD – Free Report) by 221.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 41,095 shares... More of this article »
SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Acquired by RFG Advisory LLC
RFG Advisory LLC lifted its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
RFG Advisory LLC Has $667,000 Stake in Coupang, Inc. (NYSE:CPNG)
RFG Advisory LLC raised its stake in shares of Coupang, Inc. (NYSE:CPNG – Free Report) by 47.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
RFG Advisory LLC Takes $605,000 Position in Capital Group International Focus Equity ETF (NYSEARCA:CGXU)
RFG Advisory LLC bought a new position in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 24,539 shares of the company’s... More of this article »
RFG Advisory LLC Boosts Stock Position in ConocoPhillips (NYSE:COP)
RFG Advisory LLC raised its stake in ConocoPhillips (NYSE:COP – Free Report) by 72.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,251 shares of the... More of this article »
RFG Advisory LLC Purchases 3,596 Shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)
RFG Advisory LLC raised its position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 15.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
RFG Advisory LLC Increases Position in Samsara Inc. (NYSE:IOT)
RFG Advisory LLC lifted its holdings in Samsara Inc. (NYSE:IOT – Free Report) by 14.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 14,659 shares of the company’s stock after purchasing... More of this article »
First Trust Growth Strength ETF (NASDAQ:FTGS) Shares Acquired by RFG Advisory LLC
RFG Advisory LLC lifted its holdings in shares of First Trust Growth Strength ETF (NASDAQ:FTGS – Free Report) by 174.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 19,863 shares of the... More of this article »
41,931 Shares in SoFi Technologies, Inc. (NASDAQ:SOFI) Acquired by RFG Advisory LLC
RFG Advisory LLC bought a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor ... More of this article »
RFG Advisory LLC Sells 228 Shares of Adobe Inc. (NASDAQ:ADBE)
RFG Advisory LLC reduced its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 12.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,563 shares of the software company’s stock after... More of this article »
RFG Advisory LLC Raises Holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)
RFG Advisory LLC lifted its holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF – Free Report) by 76.1% in the 4th quarter, Holdings Channel reports. The firm owned 11,124 shares of the company’s stock after acquiring... More of this article »
RFG Advisory LLC Increases Stake in Putnam BDC Income ETF (NYSEARCA:PBDC)
RFG Advisory LLC grew its position in Putnam BDC Income ETF (NYSEARCA:PBDC – Free Report) by 224.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 26,854 shares of the company’s stock after... More of this article »
RFG Advisory LLC Purchases 1,940 Shares of FT Vest Nasdaq-100 Buffer ETF – June (BATS:QJUN)
RFG Advisory LLC increased its position in shares of FT Vest Nasdaq-100 Buffer ETF – June (BATS:QJUN – Free Report) by 9.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
RFG Advisory LLC Takes $644,000 Position in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO)
RFG Advisory LLC purchased a new position in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
RFG Advisory LLC Purchases 608 Shares of Shopify Inc. (NYSE:SHOP)
RFG Advisory LLC grew its holdings in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 7.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,706 shares... More of this article »
JPMorgan Ultra-Short Municipal ETF (BATS:JMST) Shares Purchased by RFG Advisory LLC
RFG Advisory LLC boosted its stake in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 60.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
RFG Advisory LLC Buys 6,651 Shares of Innovator U.S. Equity Buffer ETF – October (BATS:BOCT)
RFG Advisory LLC lifted its position in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Free Report) by 50.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Cornerstone Wealth Management LLC Cuts Stock Position in Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF)
Cornerstone Wealth Management LLC lowered its position in Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF – Free Report) by 9.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Cornerstone Wealth Management LLC Acquires 420 Shares of Uber Technologies, Inc. (NYSE:UBER)
Cornerstone Wealth Management LLC raised its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 11.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,213... More of this article »