Institute for Wealth Management LLC. Has $1.55 Million Stock Holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)
by The Cerbat Gem
The Cerbat Gem— 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 […]
The Cerbat Gem—Institute for Wealth Management LLC. Has $1.71 Million Stock Position in SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX). 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 […]
The Cerbat Gem—Heritage Wealth Management LLC Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV). Heritage Wealth Management LLC bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 14,580 shares of the company’s stock, valued at approximately $6,964,000. iShares Core S&P 500 ETF makes up 3.8% of Heritage Wealth […]
The Cerbat Gem—Bfsg LLC Raises Stock Position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP). Bfsg LLC lifted its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,599 shares of the company’s stock after acquiring an additional 251 shares during the […]