Holdings Invest Advisor

Stocks
Madison Investment Advisors LLC Acquires Stake in Taiwan Semiconductor Manufacturing Company Ltd. Mar 22, 2025
Stocks
Whittier Trust Co. Increases Holdings in Costco Wholesale Mar 20, 2025
Stocks
Ninepoint Partners LP Increases Holdings in Alphabet Inc. Mar 16, 2025
Stocks
Parnassus Investments LLC Reduces Holdings in IQVIA Holdings Inc. Mar 15, 2025
Companies
National Pension Service Reduces Holdings in Principal Financial Group, Inc. Mar 2, 2025
Companies
Global Retirement Partners LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Feb 19, 2025
ETFs
Jennison Associates LLC Increases Stake in SPDR S&P MidCap 400 ETF Trust Feb 7, 2025
Stocks
Oak Family Advisors LLC Reduces Stake in Mastercard Incorporated Feb 3, 2025
Stocks
Fulton Breakefield Broenniman Reduces AMD Holdings Jan 29, 2025
Stocks
World Equity Group Inc. Decreases Stake in Microsoft Co. by 20% Jan 6, 2025
Stocks
Tidal Investments LLC Increases Stake in AngloGold Ashanti plc Dec 22, 2024
Stocks
British Columbia Investment Management Corp Reduces Its Stake in Alphabet Inc. Dec 1, 2024
Stocks
Lake Street Private Wealth LLC Holds $372,000 in Salesforce, Inc. (NYSE:CRM) Oct 24, 2024
ETFs
Creative Planning Reduces Holdings in Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA) Oct 24, 2024
ETFs
Global Retirement Partners LLC Increases Holdings in iShares MSCI EAFE Small-Cap ETF Oct 19, 2024