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May 26, 2024
Congress Wealth Management LLC DE lessened its holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 0.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 45,897 shares of the company’s stock after selling 148 shares during the period. Congress Wealth Management LLC DE’s holdings in SPDR S&P 600 […]
May 26, 2024
Congress Wealth Management LLC DE reduced its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 0.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 45,897 shares of the company’s stock after selling 148 shares during the period. Congress Wealth Management LLC […]
May 26, 2024
Linscomb & Williams Inc. lessened its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,595 shares of the company’s stock after selling 502 shares during the […]
May 26, 2024
Cape Investment Advisory Inc. grew its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 70,069 shares of the company’s stock after purchasing an additional 1,326 shares during the period. Schwab International Equity ETF accounts for 1.3% of Cape Investment Advisory Inc.’s […]
May 23, 2024
Zhang Financial LLC boosted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 3.3% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 31,252 shares of the company’s stock after purchasing an additional 1,008 shares during the period. Zhang Financial LLC […]
May 23, 2024
Tidemark LLC purchased a new stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,442 shares of the company’s stock, valued at approximately $106,000. Other hedge funds and […]
May 23, 2024
Moreno Evelyn V purchased a new position in shares of Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 87,875 shares of the company’s stock, valued at approximately $5,076,000. Avantis U.S. Large […]
May 23, 2024
Moreno Evelyn V acquired a new position in shares of Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 87,875 shares of the company’s stock, valued at approximately $5,076,000. Avantis U.S. Large Cap Value ETF comprises […]
May 23, 2024
Cassady Schiller Wealth Management LLC lowered its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 8.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,249 shares of the company’s stock after selling 2,338 shares during the period. […]
May 22, 2024
The billionaire, who was early in Nvidia's recent upswing, is now banking on a turnaround in a certain market segment.