Root Financial Partners LLC expanded its holdings in the Vanguard FTSE All-World ex-US ETF by 67.1%, acquiring an additional 6,571 shares. According to an SEC filing, the firm now owns 16,361 shares, reflecting a notable boost in its global investment portfolio.
Country Trust Bank is expanding its holdings in UnitedHealth Group, increasing its stake by 10.6% this quarter. According to the latest SEC filing, the bank added nearly 12,000 additional shares, reflecting ongoing institutional interest in the healthcare conglomerate.
Brookstone Capital Management recently increased its stake in the Vanguard Total International Bond ETF by nearly 15%, reflecting the firm’s growing emphasis on diverse global holdings. An SEC filing shows the purchase of an additional 29,504 shares, bringing Brookstone’s total to over 229,000 shares.
International Assets Investment Management LLC has boosted its holdings in IDEXX Laboratories, Inc. by 5.1% in the second quarter. The recent 13F filing with the Securities and Exchange Commission confirms the firm’s purchase of 39 additional shares, raising its total to 811.
Crewe Advisors LLC has significantly expanded its stake in Vanguard International High Dividend Yield ETF by an impressive 284.5% in the second quarter. The firm’s latest filing shows a sizeable addition of 421 shares to its holdings, reflecting a notable boost in its investment position.
KLP Kapitalforvaltning AS raised its stake in United Natural Foods, Inc. by acquiring 800 additional shares, reflecting a 6.4% boost in its holdings. A recent SEC filing shows the investor now holds 13,300 shares in total.
First Bancorp Inc ME recently disclosed it lowered its stake in Union Pacific Corporation by 3.3% during the second quarter. A new Form 13F filing with the Securities and Exchange Commission shows the institutional investor sold 90 shares, reducing its total to 2,635 shares.
Chicago Partners Investment Group LLC disclosed a 0.8% reduction in its position in the iShares S&P Small-Cap 600 Value ETF. Recent filings show the firm sold 532 shares, leaving it with 67,222 shares.
Chicago Partners Investment Group LLC recently increased its stake in the iShares Ultra Short-Term Bond Active ETF by 5.1%. A filing with the Securities & Exchange Commission reveals the acquisition of 5,560 additional shares, reinforcing the firm’s move into short-term bonds.
Chicago Partners Investment Group LLC has trimmed its stake in Williams Companies, Inc. by 1.1%, according to its latest SEC filing. The firm sold 3,507 shares during the second quarter, bringing its holdings to 309,060 shares in the pipeline company.