Finally, Osaic Holdings Inc. bought a new position in JPMorgan BetaBuilders U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $16,104,000.

Source: https://www.americanbankingnews.com/2023/12/17/farther-finance-advisors-llc-acquires-new-shares-in-jpmorgan-betabuilders-u-s-aggregate-bond-etf-nysearcabbag.html

Osaic Holdings Inc. boosted its stake in iShares Government/Credit Bond ETF by 249.4% during the 2nd quarter.

Source: https://www.dailypolitical.com/2023/12/17/bartlett-co-llc-buys-3500-shares-of-ishares-government-credit-bond-etf-nysearcagbf.html

Osaic Holdings Inc. grew its holdings in shares of UnitedHealth Group by 776.9% during the second quarter.

Source: https://www.dailypolitical.com/2023/12/30/gds-wealth-management-acquires-1393-shares-of-unitedhealth-group-incorporated-nyseunh.html

Osaic Holdings Inc. grew its position in Avista by 2.9% in the 2nd quarter.

Source: https://www.americanbankingnews.com/2023/10/10/avista-nyseava-price-target-lowered-to-26-00-at-guggenheim-2.html

Osaic Holdings Inc. grew its stake in Accenture by 2,444.1% in the 2nd quarter.

Source: https://www.dailypolitical.com/2023/12/09/ifp-advisors-inc-boosts-stake-in-accenture-plc-nyseacn.html

Osaic Holdings Inc. lifted its stake in shares of First Interstate BancSystem by 39.6% in the second quarter.

Source: https://www.etfdailynews.com/2023/10/16/first-interstate-bancsystem-nasdaqfibk-sees-strong-trading-volume/

Osaic Holdings Inc. lowered its stake in shares of Intel Co. () by 0.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).

Source: https://www.americanbankingnews.com/2023/12/14/intel-co-nasdaqintc-shares-sold-by-osaic-holdings-inc.html

Osaic Holdings Inc. now owns 2,351,561 shares of the company’s stock worth $16,178,000 after acquiring an additional 2,307,406 shares in the last quarter.

Source: https://www.etfdailynews.com/2023/12/15/hca-healthcare-nysehca-cut-to-neutral-at-the-goldman-sachs-group/

Osaic Holdings Inc. raised its holdings in shares of Vanguard Information Technology ETF by 159.6% in the second quarter.

Source: https://www.americanbankingnews.com/2023/12/17/barclays-plc-boosts-holdings-in-vanguard-information-technology-etf-nysearcavgt.html