WNY Asset Management LLC acquired a new position in the Capital Group Dividend Value ETF during Q1 and filed the necessary disclosures with the SEC.
4 reports, 3 independent
Updated Oct 18
Gone quiet
- Reports
- 4
- Developments
- 4
- Repetition
- 0%
New informationRepeats or wire copies
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What happened
WNY Asset Management LLC acquired a new position in the Capital Group Dividend Value ETF during Q1 and filed the necessary disclosures with the SEC.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.On October 18, multiple firms, including Royal Bank of Canada and Bank of America, adjusted their holdings in the Capital Group Dividend Value ETF.1 source
Several firms, including Ameritas and IFP, made stake adjustments in the Capital Group Dividend Value ETF.1 source
Several firms, including IFP Advisors and Richards Merrill, boosted their stakes in the Capital Group Dividend Value ETF.1 source
WNY Asset Management bought into the Capital Group Dividend Value ETF and filed 13F with the SEC.1 source
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The entities involved
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Securities and Exchange Commission
government agency of the Philippines
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- Prudent Investor Advisors LLC purchased a new stake in the Vanguard Short-Term Treasury ETF and filed Form 13F with the SEC.
- Multiple firms filed Form 13F with the SEC detailing buying, selling, and trimming positions in the Vanguard Total Stock Market ETF.
- Multiple wealth management firms filed Form 13F with the SEC regarding increased positions in the Fidelity Total Bond ETF during Q3 2026.
- A Short-Term Bond ETF has filed its required 13F reports regarding institutional holdings with the Securities and Exchange Commission.