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January 31, 2024
Third Avenue Management, an investment management company based in New York City, released its “Small-Cap Value Fund” fourth quarter 2023 investor letter. In 2023 the fund returned 21.88% compared...
January 30, 2024
Intelligence Driven Advisers LLC lifted its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 8.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,233 shares of the company’s stock after purchasing an additional 313 shares during the […]
January 30, 2024
Intelligence Driven Advisers LLC increased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 53,053 shares of the company’s stock after purchasing an additional 838 shares during the quarter. […]
January 30, 2024
Financial Counselors Inc. lowered its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.1% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 607,944 shares of the company’s stock after selling 12,990 shares during the quarter. Financial Counselors Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $39,188,000 as of […]
January 30, 2024
Great Valley Advisor Group Inc. grew its holdings in shares of SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV – Free Report) by 1.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,667 shares of the company’s stock after buying an additional […]
January 30, 2024
Financial Counselors Inc. increased its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 979,611 shares of the company’s stock after purchasing an additional 37,056 shares during the period. SPDR S&P 600 […]
January 30, 2024
Savant Capital LLC lifted its stake in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 36.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 79,526 shares of the company’s stock after purchasing an additional 21,386 shares during the period. Savant Capital […]
January 29, 2024
Greenwich Wealth Management LLC lifted its position in shares of Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Free Report) by 16.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 92,249 shares of the company’s stock after purchasing an additional 12,692 shares during the period. Avantis U.S. Large Cap Value ETF comprises about […]
January 29, 2024
Addison Advisors LLC grew its position in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) by 11.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,892 shares of the company’s stock after buying an additional 1,630 shares during the period. […]
January 29, 2024
Glass Jacobson Investment Advisors llc grew its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 16.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 71,428 shares of the company’s stock after acquiring an additional […]