vimarsana.com

Latest Breaking News On - Charles schwab investment advisory inc - Page 4 : vimarsana.com

Sprinkle Financial Consultants LLC Invests $249,000 in Schwab Fundamental U S Small Company Index ETF (NYSEARCA:FNDA)

Sprinkle Financial Consultants LLC purchased a new position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) in the fourth quarter, Holdings Channel reports. The fund purchased 4,494 shares of the exchange traded fund’s stock, valued at approximately $249,000. A number of other institutional investors have also made changes to their positions […]

Parnassus Investments LLC Has $21 90 Million Position in iShares MBS ETF (NASDAQ:MBB)

Parnassus Investments LLC grew its stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 55.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 232,752 shares of the company’s stock after acquiring an additional 82,941 shares during the quarter. Parnassus Investments LLC […]

Relative Value Partners Group LLC Sells 1,263 Shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Relative Value Partners Group LLC trimmed its position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 2.8% during the fourth quarter, HoldingsChannel reports. The firm owned 43,725 shares of the company’s stock after selling 1,263 shares during the quarter. Relative Value Partners Group LLC’s holdings in iShares 3-7 Year […]

Relative Value Partners Group LLC Reduces Stock Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Relative Value Partners Group LLC cut its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 59.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 34,076 shares of the exchange traded fund’s stock after […]

Adams Wealth Management Takes $441,000 Position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Adams Wealth Management bought a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 3,767 shares of the company’s stock, valued at approximately $441,000. Several other hedge funds and […]

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.