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SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) Shares Purchased by Larson Financial Group LLC

Larson Financial Group LLC increased its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 0.5% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 47,771 shares of the company’s stock after acquiring an additional 215 shares during the period. Larson […]
United States Gradient Investments Advisornet Financial Inc Bogart Wealth Impact Partnership Wealth Larson Financial Group

Larson Financial Group LLC Increases Stock Position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Larson Financial Group LLC lifted its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 47,771 shares of the company’s stock after acquiring an […]
United States Resonant Capital Advisors Exchange Commission Larson Financial Group Key Financial Inc Red Tortoise
Source: wkrb13.com

Larson Financial Group LLC Raises Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Larson Financial Group LLC increased its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 16.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 364,644 shares of the company’s stock after buying an additional 51,968 shares during the quarter. Dimensional […]
Gemmer Asset Management Trinity Financial Advisors Exchange Commission Level Financial Advisors Inc Asset Management Builder Investment Group Inc

Larson Financial Group LLC Acquires 51,968 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Larson Financial Group LLC grew its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 16.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 364,644 shares of the company’s stock after acquiring an additional 51,968 shares […]
My Personal Larson Financial Group Sch Financial Advisors Inc Morris Financial Concepts Inc Annapolis Financial Services Exchange Commission

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RWA Wealth Partners LLC Makes New Investment in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

RWA Wealth Partners LLC purchased a new position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 151,925 shares of the company’s stock, valued at approximately $5,456,000. RWA Wealth Partners […]
United States National Association Empirical Financial Services Securities Exchange Commission Money Design Co Wealth Partners
Source: wkrb13.com

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Acquired by Foster & Motley Inc.

Foster & Motley Inc. lifted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,437,803 shares of the company’s stock after purchasing an additional 19,176 shares during […]
Wealth Partners Exchange Commission Schwab International Equity Summit Wealth Retirement Planning Inc Quarter For Schwab International Equity Foster Motley Inc

Schwab International Equity ETF (NYSEARCA:SCHF) Stake Lifted by Foster & Motley Inc.

Foster & Motley Inc. raised its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,437,803 shares of the company’s stock after acquiring an additional 19,176 shares during […]
Wealthfront Advisers Charles Schwab Investment Management Inc Schwab International Equity Company Profile Cerity Partners Securities Exchange Commission
Source: wkrb13.com

Burt Wealth Advisors Sells 448 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Burt Wealth Advisors reduced its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 8.3% during the 4th quarter, Holdings Channel reports. The fund owned 4,922 shares of the company’s stock after selling 448 shares during the period. Burt Wealth Advisors’ holdings in SPDR S&P 400 Mid Cap Value ETF […]
United States Meridian Wealth Management Investment Advisors Inc Holdings Channel Securities Exchange Commission Pinnacle Bancorp Inc
Source: wkrb13.com

Burt Wealth Advisors Sells 448 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Burt Wealth Advisors trimmed its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 8.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,922 shares of the company’s stock after selling 448 shares during the period. […]
United States National Association Raymond James Financial Services Advisors Inc Exchange Commission International Assets Investment Management Burt Wealth Advisors

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