Forefront Wealth Partners Q2 2026 Portfolio Activity: Significant ETF Buys and SellInsiderSet·5d agoNVDAIVV
Kingsview Wealth Management Q2 2026 Portfolio Activity: Major Buys and Sells ObservedInsiderSet·6d agoAAPLAVGO
Destination Wealth Management Portfolio Update: Significant Changes in Q2 2026InsiderSet·Aug 19, 2026AAPLIJH
Raymond James Financial Inc Q2 2026: Focus on Technology & ETFs in Holdings ShiftInsiderSet·Aug 17, 2026MSFTAAPL
Metropolitan Life Insurance Co/Ny Portfolio Concentration Analysis: ETF HoldingsInsiderSet·Aug 17, 2026SPYIWM
Mercer Global Advisors Q3 2026 Portfolio Activity: Strategic Shifts and ETF HoldingsInsiderSet·Aug 12, 2026VOOVEA
High Concentration in Top Holdings Shapes Durante & Waters LLC PortfolioInsiderSet·Aug 11, 2026VTIIVV
Alamar Capital Management Q2 2026 Portfolio Activity: Strategic Shifts in TechnologyInsiderSet·Aug 10, 2026VTVVOO
Adaptive Financial Consulting Increases Portfolio Exposure Amid Market ShiftsInsiderSet·Aug 10, 2026QQQIVV
Rwa Wealth Partners Q2 Portfolio Activity: Major Buys & Notable Sells ObservedInsiderSet·Aug 10, 2026VTVVUG
Wealthspring Partners Q2 2026 Portfolio Update: Focus on Dimensional ETFsInsiderSet·Aug 9, 2026IVVDFAC
Scissortail Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in Tech, Energy, and ETF HoldingsInsiderSet·Aug 9, 2026VTIIVV
Black Diamond Financial LLC Investment Activity Q2 2026: Significant Buys & SellsInsiderSet·Aug 8, 2026SCHGMGV
Prime Capital Investment Advisors Q2 2026 Portfolio Activity: Major Purchases & Strategic Sells ObservedInsiderSet·Aug 8, 2026VTIIEFA
Meridian Management Co Q3 2026 Investment Activity: Significant Purchases and Sales ObservedInsiderSet·Aug 6, 2026IJHVEA
Mtc Wealth Management Llc Q1 2026 Portfolio Activity: Significant Buys in VUG & BYLDInsiderSet·Aug 3, 2026SPYIEFA
Amtrust Financial Services Portfolio Concentration Analysis: Heavy Exposure in S&P 500 ETFsInsiderSet·Jul 31, 2026VOOIVV
Wesbanco Bank Inc Investor Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 30, 2026MSFTAAPL
Providence First Trust Portfolio Shifts: Significant Bond Buys & Tech ETF Increases in Q2InsiderSet·Jul 28, 2026MINTVCSH
Acorn Financial Advisory Services Inc Q2 2026 Portfolio Activity: Major Buys and Sales ObservedInsiderSet·Jul 21, 2026BRK-BVEA
Grey Fox Wealth Advisors Q2 2026 Portfolio Activity: Major ETF Purchases, Significant SalesInsiderSet·Jul 19, 2026VTVVUG
Constellation Investments Portfolio Concentration Analysis as of June 30, 2026InsiderSet·Jul 19, 2026QQQVTI
Koenig Investment Advisory Increases Mid-Cap Exposure, Buys Large Growth ETFs in Q2 2026InsiderSet·Jul 19, 2026VOIQLT
Simplify Asset Management Inc. Portfolio Analysis: Q2 2026 Investment ActivityInsiderSet·Jul 18, 2026IVVTUA
Stone Wealth Partners: Major ETF Purchases and Minor Sales Observed in Q2 2026 PortfolioInsiderSet·Jul 18, 2026SPYVTV
Single Point Partners Q2 2026: Major Purchases in Vanguard ETFs and iShares Core FundsInsiderSet·Jul 18, 2026IEFAIJH
Bcs Wealth Management Q2 2026 Portfolio Adjustments: Key Acquisitions and DisposalsInsiderSet·Jul 18, 2026PGVOO
Cornerstone Management Inc Q2 Portfolio Shifts: Heavy Investments in Tech & Growth ETFsInsiderSet·Jul 18, 2026VTVVUG
Montecito Bank & Trust Q2 2026 Portfolio Activity: Significant ETF Buys, Minor Stock Sells ObservedInsiderSet·Jul 18, 2026MSFTNVDA
Wealth Enhancement Advisory Services LLC Portfolio Shifts: Technology Buys and Fixed Income FocusInsiderSet·Jul 17, 2026MSFTAAPL
Commonwealth Financial Services LLC Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 17, 2026SPYQQQ
Amarillo National Bank Q2 2026 Portfolio Activity: ETF Sales, Apple BuysInsiderSet·Jul 17, 2026IVVIDEV
City National Bank Of Florida Portfolio Shift: Concentrated in US Equities & Emerging MarketsInsiderSet·Jul 17, 2026AAPLNVDA
Baybridge Capital Group Q3 Activity: Focus on Bonds, ETFs and Tech StocksInsiderSet·Jul 16, 2026VTIIJH
Db Fitzpatrick & Co Inc Q2 2026 Portfolio Activity: New Positions in Waste Management and MicrosoftInsiderSet·Jul 16, 2026DHRVOO
Prentice Wealth Management Llc Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 16, 2026VTISCHP
Fort Henry Capital Portfolio Analysis: Concentration in Broad ETF HoldingsInsiderSet·Jul 16, 2026IJRIVV
Hudson Capital Management Llc Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 16, 2026IEFABSCQ
Beirne Wealth Consulting Services Q2 2026 Portfolio Activity: Significant ETF PurchasesInsiderSet·Jul 16, 2026VEAIWM
Twele Capital Management Q2 2026 Portfolio Activity: Significant Increases in Core ETFsInsiderSet·Jul 16, 2026VOOIVV
Chemung Canal Trust Co Activity Analysis: Q2 Investments & Portfolio ShiftsInsiderSet·Jul 16, 2026MSFTJNJ
ETF Portfolio Partners Inc Activity Analysis: Q2 Investments & Sales DetailedInsiderSet·Jul 15, 2026QQQVTI
Strategic Financial Group LLC Activity Summary: Q2 2026 Portfolio ChangesInsiderSet·Jul 14, 2026QQQVOO
Form Wealth Advisors Q2 2026 Portfolio Activity: Key Purchases and SalesInsiderSet·Jul 13, 2026QQQIEFA
Abound Wealth Management Q2 2026 Portfolio Activity: Focus on Tech Buys, Financial SellsInsiderSet·Jul 13, 2026IJRVEA
Trust Co Investment Analysis: Significant Purchases and Sales Observed in Q2 2026 PortfolioInsiderSet·Jul 13, 2026VTVVUG
Jfs Wealth Advisors Q2 2026 Portfolio Update: Strategic Shifts in Fixed Income and EquitiesInsiderSet·Jul 13, 2026IVVDFAC
Exchange Bank Portfolio Shifts: Technology Focus & Municipal Bond Adjustments in Q2 2026InsiderSet·Jul 12, 2026AAPLVTI
First Bank & Trust Q2 2026 Portfolio Activity: Significant Purchases and Sales ObservedInsiderSet·Jul 11, 2026AAPLVTI
Kopp Family Office LLC Investment Activity Analysis: Q2 Changes RevealedInsiderSet·Jul 11, 2026SPYIJH
Freestate Advisors Llc Portfolio Shifts in Q2 2026: Key Purchases and SalesInsiderSet·Jul 11, 2026VOOSPYV
Juncture Wealth Strategies Q2 2026 Portfolio Activity: Significant Purchases & Sales ObservedInsiderSet·Jul 11, 2026SCHDRSP
Affiance Financial LLC Portfolio Shifts in Q2 2026: Focus on IWF and Core ETFsInsiderSet·Jul 11, 2026VTIIEFA
Sigfig Wealth Management Q2 2026 Portfolio Activity: Significant Buys and Sells ObservedInsiderSet·Jul 9, 2026GSLCITOT
Brave Asset Management Q2 Portfolio Activity Analysis: Strategic Shifts and ConcentrationsInsiderSet·Jul 9, 2026AAPLSPY
Addis & Hill, Inc Q2 2026 Portfolio Activity: Major Buys and Sells ObservedInsiderSet·Jul 9, 2026VTIVO
Graves Light Lenhart Wealth Inc.: ETF Purchases & Stock Sales in Q2 2026InsiderSet·Jul 8, 2026BRK-BIEFA