Univest Financial Corp Investment Activity Analysis: Q2 2026 Portfolio ShiftsInsiderSet·Aug 17, 2026MSFTAAPL
Shade Tree Advisors Llc Investment Activity Analysis: Q3 2026 Focus on Gold & BitcoinInsiderSet·Aug 8, 2026VTIVTEB
Okabena Investment Services Inc Portfolio Changes: Q2 2026 Focus on Mega Cap Growth and Emerging MarketsInsiderSet·Aug 7, 2026VOOVEA
Fire Capital Management Q2 2026 Portfolio Activity: Strategic Shifts in Tech & ETF HoldingsInsiderSet·Aug 6, 2026MSFTAAPL
Sagace Wealth Management Llc Portfolio Shifts: Significant Increases and Selective Reductions in Q2 2026InsiderSet·Aug 6, 2026VOVEA
Prospera Capital Management Buys Heavy in June 2026: Focus on VOO & International ExposureInsiderSet·Jul 30, 2026VTIVOO
Montvue Capital Management Q2 2026: Focus on ETFs, Notching Up Buys in VANGUARD & ISHARES FundsInsiderSet·Jul 29, 2026VTIIXUS
Cascade Investment Group Q2 2026 Portfolio Activity: Significant Buys, Minor SellsInsiderSet·Jul 24, 2026AAPLAMZN
B.O.S.S. Retirement Advisors LLC Investment Changes: Q2 Portfolio Activity AnalysisInsiderSet·Jul 22, 2026COSTVOO
Abacus Planning Group Portfolio Shifts: Key Purchases & Sales in Q3 2026InsiderSet·Jul 21, 2026VTIDSTL
Burrus Financial Services Portfolio Concentration Analysis: June 30, 2026InsiderSet·Jul 21, 2026VTIBND