Real-time context
Recent institutional portfolio disclosures and position changes.
Forvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard FTSE All-World ex-US Index Fund (AMEX:VEU) during Q3 2026, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares MSCI Intl Momentum Factor ETF (AMEX:IMTM) during Q3 2026, according…
Read moreAlaska Permanent Fund Corp, a registered investment adviser, reduced its position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent 13F filing…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in JPMorgan U.S. Momentum Factor ETF (AMEX:JMOM) during Q3 2026, according to…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F filing…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (NASDAQ:USVM)…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Avantis U.S. Large Cap Value ETF (AMEX:AVLV) during Q3 2026, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Emerging Markets Stock Index Fund (AMEX:VWO) during Q3 2026,…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing with the…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F filing with…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Alps Etf Trust - Alps/Smith Core Plus Bond ETF (AMEX:SMTH) during Q3 2026,…
Read moreForvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most…
Read moreNorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q3 2026, according to its most recent 13F…
Read moreAvanza Fonder AB, a registered investment adviser, increased its position in Broadcom Inc. (NASDAQ:AVGO) by 11.9% during Q3 2026, according to its most recent 13F filing with the…
Read moreAvanza Fonder AB, a registered investment adviser, increased its position in Micron Technology, Inc. (NASDAQ:MU) by 11.9% during Q3 2026, according to its most recent 13F filing…
Read moreAvanza Fonder AB, a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOG) by 13.2% during Q3 2026, according to its most recent 13F filing with the…
Read moreNorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent…
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