Eldridge Investment Advisors Q2 Portfolio Changes: Focus on US Stocks and BondsInsiderSet·Aug 11, 2026IVVITOT
Ullmann Wealth Partners Group Increases Exposure in Growth ETFs, Sells Some Smaller HoldingsInsiderSet·Aug 11, 2026IVVITOT
OneDigital Investment Advisors Q2 2026 Portfolio Changes: Major Buys & Sales ObservedInsiderSet·Aug 10, 2026DFACSCHG
Icon Wealth Advisors Q2 2026: Significant S&P 500 ETF Buys and Bond Sales ObservedInsiderSet·Aug 9, 2026IVVIEMG
Scissortail Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in Tech, Energy, and ETF HoldingsInsiderSet·Aug 9, 2026VTIIVV
Ade, Llc Portfolio Shifts: Significant ETF Purchases and Minor Adjustments in Q2 2026InsiderSet·Aug 9, 2026VOOVEA
Stone House Investment Management Q2 Activity: Major ETF Buys and Select Stock SalesInsiderSet·Aug 8, 2026IVVSPLG
Curtis Wealth Management Llc Investor Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 6, 2026IVVSPLG
Avid Wealth Partners Llc Portfolio Shifts in Q2 2026: Focus on FDI and ETF ActivityInsiderSet·Aug 6, 2026IVVMGV
Ascent Group Q1 2026 Investment Activity: Focus on ETFs and Technology StocksInsiderSet·Aug 6, 2026AAPLNVDA
Wealthgarden F.S. Llc Portfolio Shifts: Significant Purchases & Sales in Q2 2026InsiderSet·Aug 4, 2026NVDAIVV
Daviman Financial Q2 2026 Holdings Shifts: Major Purchases and Sales ObservedInsiderSet·Jul 30, 2026SPLGIVW
Detalus Advisors Q2 Portfolio Activity: Significant ETF Purchases & SalesInsiderSet·Jul 29, 2026SPLGIVW
B.O.S.S. Retirement Advisors LLC Investment Changes: Q2 Portfolio Activity AnalysisInsiderSet·Jul 22, 2026COSTVOO
Park Avenue Securities Increases Broad Market Exposure, Reduces Technology HoldingsInsiderSet·Jul 21, 2026IVVIEMG
Storen Legacy Partners Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 19, 2026JAVALLY
Baker Tilly Wealth Management Q2 Portfolio Changes: Major Buys & Sells ObservedInsiderSet·Jul 19, 2026NVDAPVAL
Centerline Wealth Advisors Q2 2026: Focus on Fixed Income ETFs with Minor Tech AdjustmentsInsiderSet·Jul 19, 2026JAVAFBCG
Lifelong Wealth Advisors Q2 Portfolio Activity: Significant ETF Purchases and SalesInsiderSet·Jul 18, 2026AVUVGSLC
Cfs Investment Advisory Services Q3 2026 Portfolio Activity: Major Buys and Sells ObservedInsiderSet·Jul 18, 2026VUGIVV
Apeiron Ria Llc Q2 Portfolio Activity: Strategic Shifts in ETF HoldingsInsiderSet·Jul 18, 2026IVVAVUV
Beacon Financial Group Q2 2026 Portfolio Activity Analysis: Strategic ETF Purchases and SalesInsiderSet·Jul 18, 2026BRK-BVUG
Boyum Wealth Architects Llc Portfolio Update: Strategic Shifts in Q3 2026InsiderSet·Jul 18, 2026AVDESCHB
Security Financial Services Inc Q2 2026 Holdings Update: Strategic Shifts in ETF PortfolioInsiderSet·Jul 17, 2026DFUSSPLG
Chatterton & Associates Inc.: Significant ETF Purchases and Sales in Q2 2026InsiderSet·Jul 17, 2026SGOVSPLG
Kelly Financial Services Llc Activity in Q2 2026: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 16, 2026IVVIVW
Embree Financial Group's Significant ETF Purchases and Sales in Q2 2026InsiderSet·Jul 16, 2026AAPLSPY
Presidio Capital Management Q2 2026 Portfolio Activity: Major Buys and Sells ObservedInsiderSet·Jul 16, 2026BRK-BQQQ
Shorehaven Wealth Partners: Significant ETF Purchases and Sales Observed in Q2 2026 Portfolio ChangesInsiderSet·Jul 16, 2026AAPLAVEM