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October 9, 2023
Schmidt P J Investment Management Inc. bought a new stake in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 15,150 shares of the company’s stock, valued at approximately $643,000. […]
October 8, 2023
Ameritas Advisory Services LLC raised its stake in Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM – Free Report) by 2,458.5% in the second quarter, HoldingsChannel reports. The fund owned 15,351 shares of the company’s stock after purchasing an additional 14,751 shares during the period. Ameritas Advisory Services LLC’s holdings in Franklin U.S. Mid Cap […]
October 8, 2023
Websterrogers Financial Advisors LLC boosted its position in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) by 9.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 119,681 shares of the company’s stock after purchasing an additional 10,022 shares during […]
October 7, 2023
Canvas Wealth Advisors LLC boosted its holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) by 7.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,740 shares of the company’s stock after purchasing an additional 554 shares during […]
October 4, 2023
Trilogy Capital Inc. trimmed its holdings in JPMorgan Diversified Return U.S. Mid Cap Equity ETF (NYSEARCA:JPME – Free Report) by 3.6% during the second quarter, HoldingsChannel reports. The firm owned 141,543 shares of the company’s stock after selling 5,279 shares during the period. Trilogy Capital Inc.’s holdings in JPMorgan Diversified Return U.S. Mid Cap Equity […]
October 2, 2023
First Command Advisory Services Inc. lowered its stake in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 33.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,329 shares of the company’s stock after selling 1,694 shares […]
October 2, 2023
Global Retirement Partners LLC lifted its holdings in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 8.6% in the second quarter, Holdings Channel reports. The firm owned 15,050 shares of the company’s stock after buying an additional 1,186 shares during the period. Global Retirement Partners LLC’s holdings in Goldman Sachs […]
October 2, 2023
First Command Bank trimmed its holdings in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 32.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 229,134 shares of the company’s stock after selling […]
September 28, 2023
/PRNewswire/ -- Avantis Investors®, a $27 billion* investment offering from global asset manager American Century Investments®, further expands its investment...
September 28, 2023
Research suggests that investing based on three factors — size, value and profitability — can dramatically improve outcomes for retirement savers.