Institute for Wealth Management LLC. Has $1.71 Million Stock Position in SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX)
by The Cerbat Gem
The Cerbat Gem— 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—Institute for Wealth Management LLC. Has $1.55 Million Stock Holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ). 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. Grows Position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM). Institute for Wealth Management LLC. raised its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 5.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 53,443 shares of the exchange traded fund’s stock after acquiring an additional 2,858 shares during the period. Institute for Wealth Management LLC.’s holdings in iShares MSCI […]
The Cerbat Gem—Robertson Stephens Wealth Management LLC Has $1.51 Million Stock Position in Citigroup Inc. (NYSE:C). Robertson Stephens Wealth Management LLC lifted its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 57.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 29,319 shares of the company’s stock after buying an additional 10,753 shares during the quarter. Robertson Stephens Wealth Management […]