Robinson Smith Wealth Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, according to its most recent filing with the SEC. The fund acquired 52,712 shares of the company’s stock, valued at approximately $1,165,000. Schwab U.S. Aggregate Bond ETF accounts for approximately […]

WealthPLAN Partners LLC purchased a new position in shares of Simplify MBS ETF (NYSEARCA:MTBA – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 27,593 shares of the company’s stock, valued at approximately $1,290,000. A number of other institutional investors have also […]

WealthPLAN Partners LLC purchased a new stake in VanEck CLO ETF (NYSEARCA:CLOI – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 128,957 shares of the company’s stock, valued at approximately $6,831,000. VanEck CLO ETF makes up approximately 1.2% of WealthPLAN […]

Kellett Wealth Advisors LLC purchased a new position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) in the third quarter, HoldingsChannel.com reports. The firm purchased 35,909 shares of the company’s stock, valued at approximately $1,309,000. Several other hedge funds have also recently made changes to their positions in the business. Bullock […]

Lineweaver Wealth Advisors LLC purchased a new position in Fidelity Municipal Bond Opportunities ETF (NASDAQ:FMUB – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 29,636 shares of the company’s stock, valued at approximately $1,429,000. Lineweaver Wealth […]

Forvis Mazars Wealth Advisors LLC acquired a new position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,694,345 shares of the company’s stock, valued at approximately $198,358,000. Vanguard Core […]