Wilson & Boucher Capital Management Q2 Portfolio Changes: Focus on Growth ETFsInsiderSet·6d agoAAPLVTI
Karpus Management Inc.: Detailed Quarterly Investment Activity Analysis (Q3 2026)InsiderSet·Aug 18, 2026VOOBLV
First Bancorp Inc Q2 2026 Portfolio Activity: Significant Mid-Cap & Small Cap ETF PurchasesInsiderSet·Aug 12, 2026VOVEA
Chandler Asset Management Inc Q2 Holdings Analysis: Strategic Shifts in Core ETFsInsiderSet·Aug 10, 2026IJHVEA
Noble Family Wealth LLC Investment Activity Q2 2026: Significant Purchases and Sales ObservedInsiderSet·Aug 9, 2026SCHDVTV
Legacy Financial Group Llc Portfolio Shifts: Strategic Moves in Bonds and ETFs During Q3 2026InsiderSet·Aug 9, 2026IVVIUSG
Hurlow Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Aug 8, 2026VEAVV
Pinnacle Wealth Management: Q2 2026 Portfolio Shifts Highlight Technology Buys and ETF AdditionsInsiderSet·Aug 8, 2026AAPLQQQ
Milwealth Group Llc Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 6, 2026DFACVEU
Code Waechter Llc Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 4, 2026SGOVSCHG
Badgley Phelps Wealth Managers Q2 2026 Portfolio Activity: Strategic Shifts and Significant PurchasesInsiderSet·Aug 4, 2026MSFTAAPL
Koshinski Asset Management Q2 2026 Portfolio Activity: Concentrated in ETFs and TechnologyInsiderSet·Jul 28, 2026AAPLVTV
Brindle & Bay Financial Advisors Q2 2026 Portfolio Shifts: Focus on Growth and Value ETFsInsiderSet·Jul 22, 2026QQQVOO
AA Financial Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 22, 2026IJHDFAC
Koesten, Hirschmann & Crabtree Inc.: Recent ETF Purchases and Sales in Q2InsiderSet·Jul 22, 2026IEFAVV
Objective Capital Management LLC Q2 2026 Portfolio Activity: New Positions and Significant IncreasesInsiderSet·Jul 22, 2026SPYQQQ
Bck Partners Inc. Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 22, 2026VOOVO
Burrus Financial Services Portfolio Concentration Analysis: June 30, 2026InsiderSet·Jul 21, 2026VTIBND
Mcclarren Financial Advisors Increases Holdings in Vanguards Amid Strong QuarterInsiderSet·Jul 19, 2026VTIVUSB
Heartwood Wealth Buys Big in Mid-Cap, Tech & Consumer Defensive; Sells GTEKInsiderSet·Jul 19, 2026VOVEA
Grimes & Co Wealth Management: Detailed Analysis of Q2 2026 Portfolio ActivityInsiderSet·Jul 19, 2026IEFAHYG
Wealth Analytics Partners Q2 2026 Investment Activity: Significant Growth in Vanguard ETFsInsiderSet·Jul 19, 2026VTVVUG
Wolff Financial Management Llc Portfolio Activity: Significant Purchases in Q2 2026InsiderSet·Jul 18, 2026VUGVEA
Ramiah Investment Group Q2 2026 Portfolio Activity: Major Buys and Significant Sells ObservedInsiderSet·Jul 18, 2026SPYQQQ
Moller Wealth Partners Q2 2026 Portfolio Activity: New ETF Position, Significant ChangesInsiderSet·Jul 17, 2026IVVGUNR
Cabot-Wellington Portfolio Concentration: Dominated by VTI and IEFA as of June 30, 2026InsiderSet·Jul 17, 2026VTIIEFA
Chatham Capital Group Q2 Portfolio Activity: Major Buys and Minor AdjustmentsInsiderSet·Jul 15, 2026AAPLNVDA
Yoffe Investment Management Q2 Activity: Focus on Mid-Cap and Emerging MarketsInsiderSet·Jul 13, 2026WMTVTI
Winter & Associates Inc Portfolio Shifts: Significant Buys and Sells in Q2 2026InsiderSet·Jul 12, 2026COWZDFIV
Thayer Financial LLC Q2 2026 Portfolio Changes: Significant Buys and Minor Sales ObservedInsiderSet·Jul 10, 2026VTVVUG
Beacon Financial Strategies Corp: Major Purchases and Minor Sales in Q2 2026 PortfolioInsiderSet·Jul 10, 2026VTIVTV
White Wing Wealth Management's Q2 2026 Portfolio Activity: Key Purchases and SalesInsiderSet·Jul 10, 2026QQQVTI
Clark Asset Management Q3 2026 Investment Activity: Significant Purchases in ETFsInsiderSet·Jul 9, 2026VTVVUG
Private Client Services LLC Portfolio Update: Q2 2026 ETF Activity AnalysisInsiderSet·Jul 8, 2026IEFAVO
Box Hill Private Wealth Llc Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 5, 2026QQQIEFA
Atmos Advisory Portfolio Analysis: Concentration in Vanguard Fixed Income FundsInsiderSet·Jul 5, 2026VEAVTEB