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MB Generational Wealth LLC Has $237,000 Stock Holdings in Dimensional International Core Equity 2 ETF (BATS:DFIC)

Posted by Karen Miller on Feb 23rd, 2025

MB Generational Wealth LLC decreased its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 13.5% during the 4th quarter, Holdings Channel reports. The firm owned 9,159 shares of the... More of this article »

Valliance Asset Management Ltd Makes New $3.57 Million Investment in Datadog, Inc. (NASDAQ:DDOG)

Posted by Karen Miller on Feb 23rd, 2025

Valliance Asset Management Ltd purchased a new position in Datadog, Inc. (NASDAQ:DDOG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »

Theory Financial LLC Decreases Stake in First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR)

Posted by Karen Miller on Feb 23rd, 2025

Theory Financial LLC decreased its stake in shares of First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) by 4.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 43,338 shares... More of this article »

Cabot Wealth Management Inc. Increases Stake in Schwab International Equity ETF (NYSEARCA:SCHF)

Posted by Karen Miller on Feb 23rd, 2025

Cabot Wealth Management Inc. lifted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 86.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 46,075 shares of the company’s... More of this article »

Ascent Wealth Partners LLC Has $1.08 Million Stake in Ventas, Inc. (NYSE:VTR)

Posted by Karen Miller on Feb 23rd, 2025

Ascent Wealth Partners LLC grew its holdings in Ventas, Inc. (NYSE:VTR – Free Report) by 2.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 18,393 shares of the real estate investment... More of this article »