E-Wealth Partners Q2 2026 Portfolio Activity: Significant ETF Purchases and Technology Sales ObservedInsiderSet·3d agoAAPLVBR
Sanchez Levi Garrett's Investment Activity Analysis: Third Quarter 2026 Portfolio ChangesInsiderSet·3d agoVOOVEA
Pure Financial Advisors Q2 2026 Portfolio Activity: New Positions and ETF Sales ObservedInsiderSet·5d agoSPYIEFA
Hippocratic Financial Advisors Q2 2026 Portfolio Activity: Focus on Dimensional ETFs and New Bitcoin ExposureInsiderSet·Aug 6, 2026DFACBIL
CSP Financial Group LLC Increases Holdings in Dimensional ETFs and Tech Stocks During Q2 2026InsiderSet·Jul 30, 2026DFACDFIC
Connecticut Capital Management Group Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 22, 2026AAPLITOT
Market Street Wealth Management Advisors Llc Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 21, 2026VTVSPLG
Lynch Investment Planning LLC Q2 Portfolio Changes: Focus on Bonds, Tech StocksInsiderSet·Jul 19, 2026SPYIEFA
Petersen Hastings Wealth Advisors Inc.: ETF Purchases & Sales in Q2 2026InsiderSet·Jul 19, 2026VOOAVLV
Cogentblue Wealth Advisors Q2 Portfolio Activity: Significant Buys ObservedInsiderSet·Jul 18, 2026VGITITOT
Kaufman Rossin Wealth Increases Holdings in Dimensional Funds & iShares ETFs Amid Q2 ActivityInsiderSet·Jul 18, 2026ITOTAVDV
True Wealth Design Llc Q2 2026 Portfolio Activity: Strategic ETF Purchases and SalesInsiderSet·Jul 18, 2026DFACDFIC
Level Financial Advisors Portfolio Update: Q2 2026 Investment Activity AnalysisInsiderSet·Jul 17, 2026VOOVEA
Great Oak Capital Partners Q2 2026 Activity: Significant Buys in Dimensional ETFsInsiderSet·Jul 16, 2026DFLVDFCF
Waycross Investment Management Co Q2 2026 Portfolio Activity: Significant Buys and Sells ObservedInsiderSet·Jul 16, 2026RSPXLU
High Probability Advisors LLC Concentrates Portfolio on ETFs in Q2 2026InsiderSet·Jul 14, 2026DYNFGSLC
Torren Management LLC Q2 2026 Portfolio Activity: Major ETF Reductions and Real Estate FocusInsiderSet·Jul 13, 2026AVDEAVEM
Beaird Harris Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in ETF HoldingsInsiderSet·Jul 10, 2026VOOAVLV
Mills Wealth Advisors Increases Holdings in Dimensional Funds, Adds New ETF PositionsInsiderSet·Jul 9, 2026VCRBDFAC