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Kelman Lazarov Inc. Lowers Stock Holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Kelman Lazarov Inc. lowered its stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 16.3% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 13,692 shares of the company’s stock after selling 2,672 shares during the period. Kelman Lazarov Inc.’s holdings in […]
United States S Capital Wealth Advisors Tortoise Investment Management Tradition Wealth Management Securities Exchange Commission Kelman Lazarov Inc
Source: wkrb13.com

Greenwich Wealth Management LLC Has $2.44 Million Stake in Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV)

Greenwich Wealth Management LLC boosted its position in Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Get Rating) by 11.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 48,555 shares of the company’s stock after purchasing an additional 4,972 […]
United States Securities Exchange Commission Company Profile First National Bank Sioux Falls Opus Capital Group Greenwich Wealth Management

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by 1900 Wealth Management LLC

1900 Wealth Management LLC lowered its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 75,317 shares of the company’s stock after selling 350 shares during the quarter. […]
Wealth Management Exchange Commission Global Strategic Investment Solutions Schwab International Equity News Ratings For Schwab International Equity Capital Advisors Corp
Source: wkrb13.com

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