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ForthRight Wealth Management LLC Acquires 10,117 Shares of Hartford AAA CLO ETF (BATS:HSRT)

Posted by Shelly Janes on Jan 22nd, 2025

ForthRight Wealth Management LLC raised its stake in Hartford AAA CLO ETF (BATS:HSRT – Free Report) by 5.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 194,689 shares of the company’s stock after... More of this article »

Sterling Investment Management LLC Increases Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Posted by Shelly Janes on Jan 22nd, 2025

Sterling Investment Management LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 113.2% during the fourth quarter, HoldingsChannel reports. The firm owned 63,155 shares of the company’s... More of this article »

Viking Fund Management LLC Purchases 3,000 Shares of Regions Financial Co. (NYSE:RF)

Posted by Shelly Janes on Jan 22nd, 2025

Viking Fund Management LLC boosted its position in Regions Financial Co. (NYSE:RF – Free Report) by 100.0% in the 4th quarter, Holdings Channel reports. The firm owned 6,000 shares of the bank’s stock after buying an additional... More of this article »

Invesco S&P 500 Equal Weight Financials ETF (NYSEARCA:RYF) Trading Up 0.7% – What’s Next?

Posted by Shelly Janes on Jan 22nd, 2025

Invesco S&P 500 Equal Weight Financials ETF (NYSEARCA:RYF – Get Free Report) shot up 0.7% during mid-day trading on Monday . The stock traded as high as $74.86 and last traded at $74.60. 5,992 shares changed hands during... More of this article »

Eads & Heald Wealth Management Has $3.41 Million Stock Position in Fiserv, Inc. (NYSE:FI)

Posted by Shelly Janes on Jan 22nd, 2025

Eads & Heald Wealth Management reduced its stake in Fiserv, Inc. (NYSE:FI – Free Report) by 10.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »