Stonebridge Financial Planning Group LLC Acquires 13,280 Shares …

Sep 13, 2024 · Stonebridge Financial Planning Group LLC increased its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 109.9% during the second …

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Stonebridge Financial Planning Group LLC Acquires 13,280 Shares …

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Sep 13, 2024 · Stonebridge Financial Planning Group LLC increased its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 109.9% during the second …

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Stonebridge Financial Planning Group, Llc 13F Holdings SEC Filings

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Nov 8, 2024 · Shares ( Amount ) Tags Filters; 464289438 IWY ISHARES TR RUS TP200 GR ETF: $14.81M 7.06%: 0.62% 67,323 ( -419 ) DECREASE: 464287721 ... Assess how …

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$218924153
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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

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Stonebridge Financial Planning Group is a large advisory firm with 321 clients and discretionary assets under management (AUM) of $218,924,153 (Form ADV from 2024-04-18). Their last …

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$1477333342
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STONEBRIDGE FINANCIAL GROUP, LLC - WhaleWisdom.com

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Stonebridge Financial Group is a large advisory firm with 1216 clients and discretionary assets under management (AUM) of $1,477,333,342 (Form ADV from 2024-11-13). Their last …

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Stonebridge Financial Planning Group LLC Acquires 781 Shares Of …

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Jan 7, 2025 · Stonebridge Financial Planning Group LLC lifted its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 3.0% in the third quarter, according to its most recent …

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Stonebridge Financial Planning Group LLC Increases ... - Defense …

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Jan 1, 2025 · Stonebridge Financial Planning Group LLC lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.0% in the 3rd quarter, according to its most recent Form 13F filing …

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Stonebridge Financial Planning Group, LLC Buys IShares TIPS Bond …

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Feb 2, 2022 · These are the top 5 holdings of Stonebridge Financial Planning Group, LLC iShares Russell Top 200 Growth ETF ( IWY ) - 82,606 shares, 6.85% of the total portfolio. Shares …

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Stonebridge Financial Planning Group LLC Decreases Holdings In ...

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4 days ago · Stonebridge Financial Planning Group LLC cut its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.0% in the third quarter, according to the company in its …

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$275180.06
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Stonebridge Financial Planning Group, LLC: IWF [Rocket]

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Date: Name: Ticker: Shares: Change: Value: Change: Price: 06/30/2023: iSHARES TRUST: IWF: 7,231-836: 1,989,827,000: 261,553,000: $275,180.06: 12/31/2022: iSHARES ...

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First Trust Indxx NextG ETF (NASDAQ:NXTG) Shares Sold By …

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Sep 13, 2024 · Stonebridge Financial Planning Group LLC lowered its stake in shares of First Trust Indxx NextG ETF (NASDAQ:NXTG – Free Report) by 2.7% during the second quarter, …

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Orrstown Financial Services (NASDAQ:ORRF) Stock Price Passes …

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1 day ago · Orrstown Financial Services shares last traded at $36.61, with a volume of 86,434 shares traded. ... Stonebridge Financial Group LLC acquired a new position in shares of …

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