Holdings Invest Advisor

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