Institute for Wealth Management LLC. decreased its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 2.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 28,719 shares of the company’s stock after selling 640 shares during the period. Institute for Wealth Management LLC.’s holdings in Invesco S&P 500 Quality […]
MCF Advisors LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,901 shares of the company’s stock after selling 653 shares during the quarter. […]
NewSquare Capital LLC grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 321,863 shares of the company’s stock after buying an additional 8,654 shares during the quarter. Vanguard […]
Alpha Omega Wealth Management LLC lifted its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,023 shares of the exchange traded fund’s stock after buying an additional […]
Institute for Wealth Management LLC. cut its stake in shares of SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,749 shares of the company’s stock after selling 859 shares during the […]
Financial Perspectives Inc boosted its stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 21.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 2,215 shares of the exchange traded fund’s stock after purchasing an additional 384 shares during the quarter. Financial Perspectives Inc’s holdings in Vanguard Total World Stock ETF were […]
Marino Stram & Associates LLC raised its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 66.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,914 shares of the company’s stock after acquiring an additional 2,758 shares […]
Institute for Wealth Management LLC. cut its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,428 shares of the semiconductor company’s stock after selling 53 shares during the period. Institute for Wealth […]
Zhang Financial LLC lowered its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 59,150 shares of the company’s stock after selling 2,163 shares during the period. Vanguard Value ETF makes […]
Avior Wealth Management LLC reduced its stake in Chevron Co. (NYSE:CVX – Free Report) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,798 shares of the oil and gas company’s stock after selling 2,104 shares during the quarter. […]
Bfsg LLC reduced its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 15.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,357 shares of the company’s stock after selling 815 shares during the period. Bfsg LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $240,000 as of its […]
NewSquare Capital LLC grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 322,753 shares of the company’s stock after buying an additional 23,520 shares during the quarter. Vanguard Total Stock Market ETF makes up 7.1% of […]