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CIBC Boosts Westshore Terminals Investment (TSE:WTE) Price Target to C$29.00

Mercer Global Advisors Inc. ADV lessened its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,091,694 shares of the company’s stock after selling 270,658 shares […]
Schwab International Equity Company Profile Endurance Wealth Management Inc Schwab Strategic Trust The Glenmede Trust Co Ellevest Inc

Team Hewins LLC Purchases New Shares in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Team Hewins LLC purchased a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 28,254 shares of the company’s stock, valued at approximately $700,000. Dimensional US Small Cap Value ETF accounts […]
United Kingdom Mattern Wealth Management Cambridge Investment Research Advisors Inc Exchange Commission Jackson Thornton Asset Management Team Hewins
Source: wkrb13.com

Schwab International Equity ETF (NYSEARCA:SCHF) Hits New 12-Month High at $36.04

Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating)’s stock price reached a new 52-week high during trading on Monday . The stock traded as high as $36.04 and last traded at $35.98, with a volume of 141948 shares traded. The stock had previously closed at $35.94. Schwab International Equity ETF Stock Performance The company’s 50-day […]
Company Profile Financial Freedom Ellevest Inc Schwab International Equity Endurance Wealth Management Inc Grey Fox Wealth Advisors
Source: wkrb13.com

Ampleforth Governance Token Reaches 24 Hour Volume of $1.85 Million (FORTH)

Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating)’s stock price hit a new 52-week high on Monday . The stock traded as high as $34.01 and last traded at $33.81, with a volume of 104734 shares trading hands. The stock had previously closed at $33.86. Nuveen ESG Large-Cap Value ETF Stock Down 0.1 % […]
United States Lido Advisors O Brien Wealth Partners Cap Value Get Rating Weinberg Partners Capital Management

Salomon & Ludwin LLC Acquires 2,640 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Salomon & Ludwin LLC boosted its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 39.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 9,388 shares of the company’s stock after acquiring an additional 2,640 shares during the […]
United States Benjaminf Edwards Company Inc Confluence Investment Management Lutz Financial Services Salomon Ludwin Envestnet Asset Management Inc

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Advance Capital Management Inc. Has $608,000 Stock Holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Advance Capital Management Inc. trimmed its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 14.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,187 shares of the company’s stock after selling 1,351 shares during the period. Advance […]
United States Thompson Investment Management Inc Capital Management Inc Exchange Commission Investment Strategies Sorce Advisory
Source: wkrb13.com

Retirement Income Solutions Inc Buys 1,003 Shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV)

Retirement Income Solutions Inc grew its stake in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Get Rating) by 6.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,244 shares of the company’s stock after buying an […]
United States Mcclarren Financial Advisors Inc Wipfli Financial Advisors Retirement Income Solutions Inc Us Bancorp Signet Financial Management

Nwam LLC Raises Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Nwam LLC grew its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 14.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,133 shares of the company’s stock after acquiring an additional 2,178 shares during the period. […]
Dow Jones Strategiq Financial Group Investment Advisors Sigma Planning Corp Kiley Juergens Wealth Management Securities Exchange Commission

Gerber Kawasaki Wealth & Investment Management Acquires 1,008 Shares of Northrop Grumman Co. (NYSE:NOC)

Highland Financial Advisors LLC cut its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 4.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,737 shares of the company’s stock after selling 265 shares […]
United States Avantax Advisory Services Inc Highland Financial Advisors Melone Private Wealth Moloney Securities Asset Management Exchange Commission

Theory Financial LLC Invests $1.86 Million in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Theory Financial LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 28,131 shares of the company’s stock, valued at approximately $1,857,000. A number of other large investors […]
Dow Jones Citigroup Inc Ironwood Wealth Management Theory Financial York Mellon Corp Securities Exchange Commission

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