Wealth Management Strategies Inc Q3 2026 Portfolio Activity: Significant Purchases ObservedInsiderSet·3d agoVUGVEA
Gill Capital Partners Q3 2026 Portfolio Shifts: Focus on Growth ETFs, Mid-Cap StocksInsiderSet·5d agoJAVAVUG
Moneta Group Investment Advisors Llc: Q2 2026 Portfolio Activity AnalysisInsiderSet·Aug 18, 2026VUGVO
Richard S. Fuld's Investment Activity at Matrix Private Capital Group in Q2 2026InsiderSet·Aug 17, 2026VUGIEFA
Bok Financial's Portfolio Shifts: Key Investments and Withdrawals in Q2 2026InsiderSet·Aug 11, 2026VUGVOO
<strong>Topel & Distasi Wealth Management LLC</strong> Portfolio Shifts in Q2 2026InsiderSet·Aug 10, 2026VUGIEFA
Alamar Capital Management Q2 2026 Portfolio Activity: Strategic Shifts in TechnologyInsiderSet·Aug 10, 2026VOOSHY
Focused Wealth Management Inc Q2 2026 Portfolio Activity: Significant Purchases and Sales ObservedInsiderSet·Aug 10, 2026QQQSPYG
Rwa Wealth Partners Q2 Portfolio Activity: Major Buys & Notable Sells ObservedInsiderSet·Aug 10, 2026VUGVEA
Noble Family Wealth LLC Investment Activity Q2 2026: Significant Purchases and Sales ObservedInsiderSet·Aug 9, 2026SCHDVEA
5th Street Advisors Q2 2026 Portfolio Activity: Significant Purchases & Sector ShiftsInsiderSet·Aug 9, 2026VTIVEU
Thrive Capital Increases in Growth-Oriented ETFs and Tech Stocks During Q2 2026InsiderSet·Aug 9, 2026QQQVUG
Horizon Bancorp Q2 Portfolio Shifts: Focus on Growth ETFs, Reduction in Financial ServicesInsiderSet·Aug 6, 2026VUGBND
Autumn Glory Partners, Llc Portfolio Shifts: Major Buys and Sells in Q2 2026InsiderSet·Aug 6, 2026SPYVTI
Laraway Financial Advisors Inc: Significant ETF Purchases and Minor Portfolio Shifts in Q2 2026InsiderSet·Aug 5, 2026AAPLGOOGL
Smith & Howard Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales ObservedInsiderSet·Aug 5, 2026VTIVCRB
Kuhn & Co Investment Counsel Q2 2026 Portfolio Activity: Major Buys and RelocationsInsiderSet·Aug 4, 2026AAPLVUG
Warwick Investment Management Q3 2026 Portfolio Changes: Focus on Growth & TechInsiderSet·Aug 4, 2026VUGDFAC
Evolution Advisers Inc Q3 2026 Portfolio Activity: Major Buys and Sells ObservedInsiderSet·Aug 4, 2026VUGVEA
Davidson Trust Co Q2 Portfolio Shifts: Major Growth ETF Buys and Selective SellsInsiderSet·Jul 31, 2026MSFTAAPL
Creative Financial Designs Inc Investment Activity Analysis: Q3 2026 ChangesInsiderSet·Jul 30, 2026AAPLLLY
Blueline Advisors Llc Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 30, 2026VUGSRLN
E&R Wealth Management Portfolio Concentration Analysis: Heavy Vanguard ExposureInsiderSet·Jul 30, 2026VEAVBR
Align Financial LLC Q2 2026 Portfolio Activity: Significant Buys & Sells ObservedInsiderSet·Jul 30, 2026AVDEAVEM
Nabity-Jensen Investment Management Inc Q2 2026 Portfolio Activity: Significant Buys in Tech & Growth ETFsInsiderSet·Jul 29, 2026QQQNVDA
Kingswood Wealth Advisors Q2 2026 Portfolio Changes: New ETF Buys, Tech Sector FocusInsiderSet·Jul 29, 2026AAPLSPY
PCA Investment Advisory Services Inc.: Q2 2026 Portfolio Activity AnalysisInsiderSet·Jul 29, 2026IVVDFIC
Bridgewealth Advisory Group Q2 2026: Major Purchases & Portfolio ShiftsInsiderSet·Jul 29, 2026JAAASPTM
Koshinski Asset Management Q2 2026 Portfolio Activity: Concentrated in ETFs and TechnologyInsiderSet·Jul 28, 2026AAPLSCHG
Woodmont Investment Counsel Llc Portfolio Shifts in Q2 2026: Focus on Growth and ETF HoldingsInsiderSet·Jul 28, 2026AAPLAVGO
Strategic Blueprint LLC Activity Analysis: Q2 Investments and RedemptionsInsiderSet·Jul 26, 2026NVDAVUG
Dougherty Wealth Advisers Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 26, 2026VUGVWO
<strong>Nwam Llc</strong> Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 25, 2026MSFTAAPL
E&G Advisors LP Q2 2026 Portfolio Activity: Major Purchases in ETFs, Focus on TechnologyInsiderSet·Jul 25, 2026SPYQQQ
Powerhouse Assets Llc Q2 2026 Portfolio Shifts: Major Sale of XLY, New Holdings in Dimensional FundsInsiderSet·Jul 25, 2026IEFAVOO
Sage Financial Group Q2 Portfolio Activity: Strategic Shifts and Significant Holdings ChangesInsiderSet·Jul 22, 2026IJHIJR
Clayton Financial Group Llc Activity Analysis: Q2 Investments & Sales in June 2026InsiderSet·Jul 22, 2026VUGVBR
Brown Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 22, 2026VUGVEA
Arcadia Wealth Management Q2 2026 Portfolio Shifts: Focus on Growth and Inflation Protection ETFsInsiderSet·Jul 22, 2026VUGVEA
Market Street Wealth Management Advisors Llc Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 21, 2026SPLGDFSD
Flc Capital Advisors Q2 2026 Portfolio Activity: Significant Increases in Schwab FundsInsiderSet·Jul 21, 2026AAPLSCHG
Waldron Private Wealth Llc Portfolio Changes: Q2 2026 Focus on Growth ETFsInsiderSet·Jul 21, 2026VONGIXUS
First United Bank & Trust Portfolio Shifts in Q2 2026: Focus on Growth ETFs and Mid-Cap ExposureInsiderSet·Jul 21, 2026QQQVUG
Advantage Trust Co Q2 2026 Portfolio Update: Major ETF Buys & New Individual Stock PositionsInsiderSet·Jul 19, 2026VUGVO
Cjm Wealth Advisers Q2 Portfolio Shift: Focus on Dividend & Tech, Minor Adjustments in IndicesInsiderSet·Jul 19, 2026QQQIJH
Grey Fox Wealth Advisors Q2 2026 Portfolio Activity: Major ETF Purchases, Significant SalesInsiderSet·Jul 19, 2026VUGVEA