Planning Directions Inc Q2 2026 Portfolio Activity: Significant ETF Purchases and Select Sales ObservedInsiderSet·Aug 12, 2026AAPLSCHD
Mjp Associates Inc Q2 2026 Portfolio Activity: Focus on Technology ETFs and New PositionsInsiderSet·Aug 12, 2026VOOJAAA
<strong>Western Pacific Wealth Management LP</strong>: Portfolio Shifts in Q2 2026InsiderSet·Aug 10, 2026AAPLGOOGL
Principle Wealth Partners Llc Portfolio Shifts in Q2 2026: Focus on ETF BuysInsiderSet·Aug 10, 2026AAPLJPM
Noble Family Wealth LLC Investment Activity Q2 2026: Significant Purchases and Sales ObservedInsiderSet·Aug 9, 2026SCHDVTV
Advisor Os Llc Investment Activity in Q2 2026: Focus on Technology & ETF HoldingsInsiderSet·Aug 8, 2026AAPLVOO
New England Private Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases and Minor Adjustments ObservedInsiderSet·Aug 7, 2026VTIJAAA
Ball & Co Wealth Management Inc Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales ObservedInsiderSet·Aug 4, 2026IWFGLD
Kdt Advisors LLC Q2 2026 Portfolio Activity: Focus on Technology, Healthcare GrowthInsiderSet·Aug 4, 2026MSFTAAPL
Fullerton Advisors LLC Portfolio Shifts: Q2 2026 Focus on Growth and TechnologyInsiderSet·Jul 30, 2026VTIVEA
Seneca Financial Advisors Llc Q2 2026 Portfolio Adjustments: Focus on Schwab and Vanguard FundsInsiderSet·Jul 30, 2026SCHGSCHP
Investor Activity Report: Wealth Architects LLC's Significant Changes in Portfolio Holdings During Q2 2026InsiderSet·Jul 25, 2026IJRIVV
E&G Advisors LP Q2 2026 Portfolio Activity: Major Purchases in ETFs, Focus on TechnologyInsiderSet·Jul 25, 2026SPYQQQ
Global Wealth Management LLC Portfolio Shifts: Significant Buys & ETF Flows in Q2InsiderSet·Jul 22, 2026SCHDVUSB
Aspiriant LLC Portfolio Shifts: Significant Purchases & Sales in Q2 2026InsiderSet·Jul 21, 2026IVVVTEB
Wealth Analytics Partners Q2 2026 Investment Activity: Significant Growth in Vanguard ETFsInsiderSet·Jul 19, 2026VTVVUG
Capital Advisors Ltd LLC: Significant ETF Purchases and Sales in Q2 2026InsiderSet·Jul 18, 2026SPYVTI
Granite Fo Llc Investment Activity in Q2 2026: Focus on Technology and Financial ServicesInsiderSet·Jul 17, 2026BRK-BSPY
Websterrogers Financial Advisors Q2 2026 Portfolio Highlights: Significant Purchases and Sector ShiftsInsiderSet·Jul 17, 2026VUGAVEM
Aurdan Capital Management Q2 Investment Activity: Focus on ETF PurchasesInsiderSet·Jul 16, 2026PVALIVV
Enclave Advisors LLC Investment Activity Q2 2026: Significant Purchases and Sales ObservedInsiderSet·Jul 16, 2026VOIVV
American Financial Advisors Q2 2026 Portfolio Activity: Major Purchases and Sales ObservedInsiderSet·Jul 16, 2026BRK-BQQQ
Investment Advisory Services Inc Portfolio Shifts in Q2 2026: Focus on Energy, Fiduciary Trust ETFsInsiderSet·Jul 16, 2026MSFTAAPL
Strategic Financial Group LLC Activity Summary: Q2 2026 Portfolio ChangesInsiderSet·Jul 14, 2026QQQVOO
Adirondack Capital Advisors Increases Holdings in Top ETFs During Q2 2026InsiderSet·Jul 13, 2026IVVVYM