Prosperity Bancshares Q2 Portfolio Shifts: Focus on ETFs & TechnologyInsiderSet·Aug 18, 2026AAPLBRK-A
Tranquilli Financial Advisor Llc Portfolio Activity Q2 2026: Key Purchases and Sales ObservedInsiderSet·Aug 10, 2026RSPDFAC
Destiny Wealth Partners Q2 2026 Investment Activity: Major Buys & SalesInsiderSet·Aug 10, 2026GOOGLDFLV
Wealthspring Partners Q2 2026 Portfolio Update: Focus on Dimensional ETFsInsiderSet·Aug 9, 2026IVVDFAC
<strong>Glassy Mountain Advisors</strong> Q2 2026 Portfolio Activity: Key Buys and Sells RevealedInsiderSet·Aug 4, 2026AMATAAPL
Demming Financial Services Corp Portfolio Activity: Q2 2026 Focus on Dimensional ETFsInsiderSet·Aug 3, 2026DFACDFAE
Andrews, Lucia Wealth Management Llc Activity in Q2 2026: Focus on Dimensional FundsInsiderSet·Jul 22, 2026DFACDFIV
Onyx Financial Advisors Portfolio Concentration Analysis: June 30, 2026InsiderSet·Jul 18, 2026DFACDFSD
Quarterly Portfolio Activity Report: Porter White Investment Advisors Inc.InsiderSet·Jul 18, 2026DFACAVUV
Trellis Wealth Advisors Q2 2026 Portfolio Update: Focus on Bond Funds, ETF SalesInsiderSet·Jul 17, 2026VTIAVDE
Cambridge Financial Group LLC Activity in Q2 2026: Strategic ETF Purchases and Select Sales ObservedInsiderSet·Jul 17, 2026DFACDFIC
McGrath & Associates: Significant ETF Purchases and Sales Observed in Q2 2026InsiderSet·Jul 16, 2026SCHDDFAC
New Capital Management Lp Activity in Q2 2026: ETF Purchases and Stock Sales ObservedInsiderSet·Jul 16, 2026BRK-BAAPL
Cherrydale Wealth Management Q2 2026 Portfolio Activity: Focus on VTI, SPY & Tech StocksInsiderSet·Jul 14, 2026VTIDFAC
Prosperity Planning Inc Q2 2026: Major ETF Buys Highlight Portfolio ShiftInsiderSet·Jul 13, 2026VUGVTIP
Jfs Wealth Advisors Q2 2026 Portfolio Update: Strategic Shifts in Fixed Income and EquitiesInsiderSet·Jul 13, 2026IVVDFAC
Great Waters Wealth Management Portfolio Analysis: Q2 2026 Investment TrendsInsiderSet·Jul 12, 2026DFUSDFSD
Shearwater Capital Llc Q2 2026 Portfolio Activity: Significant Buys & Minor ETF SalesInsiderSet·Jul 10, 2026BRK-BDFAC