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Summit Trail Advisors LLC Buys 10,349 Shares of Vanguard Total World Stock ETF (NYSEARCA:VT)

Posted by Dee Baugher on Nov 24th, 2024

Summit Trail Advisors LLC boosted its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 11.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 97,085 shares of the exchange traded... More of this article »

Alpha DNA Investment Management LLC Takes Position in The Progressive Co. (NYSE:PGR)

Posted by Dee Baugher on Nov 24th, 2024

Alpha DNA Investment Management LLC purchased a new stake in The Progressive Co. (NYSE:PGR – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 3,241 shares... More of this article »

Larson Financial Group LLC Sells 281 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Posted by Dee Baugher on Nov 24th, 2024

Larson Financial Group LLC lessened its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 2.0% in the third quarter, Holdings Channel.com reports. The fund owned 13,901 shares of the home improvement... More of this article »

Icon Wealth Advisors LLC Boosts Holdings in Cummins Inc. (NYSE:CMI)

Posted by Dee Baugher on Nov 24th, 2024

Icon Wealth Advisors LLC raised its position in Cummins Inc. (NYSE:CMI – Free Report) by 16.0% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,540 shares of the company’s stock after... More of this article »

Garner Asset Management Corp Decreases Position in PennantPark Investment Co. (NASDAQ:PNNT)

Posted by Dee Baugher on Nov 24th, 2024

Garner Asset Management Corp cut its position in PennantPark Investment Co. (NASDAQ:PNNT – Free Report) by 2.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 104,326 shares of the asset... More of this article »