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Your at a point were you need torethink how you invest. You can keep in investing in growth index fund (all the fund you listed are growth index funds) like you are now. Growth index fund are very tax efficient. I would suggest investing you money in the taxable account …
For the future I would start investing the money bonds and dividend funds. That way your investment will gradually earn you cash. And over time the passive income from your investments can start taking care of your bills. It takes years to build it but the rewards are with it. …
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Total Off-Exchange Volume: 269909
Values over 50% Short often indicate hidden bearish pressure from institutions.
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| No recent trades found. | ||
Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Paralel Advisors Llc | 2,750,000 | $67.7 million | 0.0285% | Sep 30, 2025 |
| Morgan Stanley | 2,087,571 | $51.4 million | 0.0216% | Sep 30, 2025 |
| McGowan Group Asset Management, Inc. | 1,371,502 | $33.8 million | 0.0142% | Sep 30, 2025 |
| Wells Fargo & Company | 1,226,350 | $30.2 million | 0.0127% | Sep 30, 2025 |
| UBS Group AG | 986,346 | $24.3 million | 0.0102% | Sep 30, 2025 |
| Raymond James Financial, Inc. | 821,234 | $20.2 million | 0.0085% | Sep 30, 2025 |
| Royal Bank of Canada | 817,031 | $20.1 million | 0.0085% | Sep 30, 2025 |
| Bank of America Corporation | 816,919 | $20.1 million | 0.0085% | Sep 30, 2025 |
| LPL Financial LLC | 619,417 | $15.3 million | 0.0064% | Sep 30, 2025 |
| Stifel Financial Corporation | 413,210 | $10.2 million | 0.0043% | Sep 30, 2025 |

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