Ci Private Wealth News Today

Capital Investment Advisory Services LLC decreased its stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 4.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 228,763 shares of the company’s stock after selling 9,602 shares during the period. Vanguard […]

Axis Capital Holdings Ltd. trimmed its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 26.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 146,362 shares of the company’s stock after selling 53,968 shares during the […]

Legend Financial Advisors Inc. reduced its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 0.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 130,681 shares of the company’s stock after selling 995 shares during the […]

Klingenstein Fields & Co. LP increased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 878,322 shares of the company’s stock after buying an additional 28,223 shares during the quarter. Schwab International Equity ETF comprises about 1.4% of Klingenstein […]

WP Advisors LLC cut its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 46,284 shares of the company’s stock after selling 796 shares during the […]

J.W. Cole Advisors Inc. boosted its position in shares of American Express (NYSE:AXP) by 35.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,806 shares of the payment services company’s stock after purchasing an additional 2,572 shares during the […]

Brendel Financial Advisors LLC purchased a new position in Dover Co. (NYSE:DOV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 25,774 shares of the industrial products company’s stock, valued at approximately $3,964,000. Dover accounts for approximately 2.6% of Brendel […]

Kraft Davis & Associates LLC increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 65,413 shares of the company’s stock after acquiring an additional 247 […]

Zhang Financial LLC lessened its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 7.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,986 shares of the company’s stock after selling 1,476 shares during the quarter. Zhang Financial […]

American Express (NYSE:AXP) issued its earnings results on Friday. The payment services company reported $3.33 earnings per share for the quarter, topping analysts’ consensus estimates of $3.01 by $0.32, Briefing.com reports. The business had revenue of $15.80 billion for the quarter, compared to the consensus estimate of $15.79 billion. American Express had a net margin […]