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Great Valley Advisor Group Inc. Sells 80,244 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Great Valley Advisor Group Inc. decreased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 52.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 71,639 shares of the company’s stock after selling 80,244 shares during the period. […]
United States Great Valley Advisor Group Inc Skyoak Wealth Wealth Management Foster Motley Inc Financial Planning Inc

Cary Street Partners Asset Management LLC Raises Stock Position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Cary Street Partners Asset Management LLC grew its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 57.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,112 shares of the company’s stock after buying an additional 4,066 shares during the […]
United States Advisor Alliance Xponance Inc First United Bank Stratos Wealth Advisors Securities Exchange Commission
Source: wkrb13.com

Golden State Equity Partners Cuts Position in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL)

Golden State Equity Partners decreased its holdings in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 9.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,622 shares of the company’s stock after selling 1,382 shares during the quarter. Golden State Equity […]
Invesco Russell Assetmark Inc Cozad Asset Management Inc Wealth Management Golden State Equity Partners Free Report

144,377 Shares in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL) Bought by Sage Advisory Services Ltd.Co.

Sage Advisory Services Ltd.Co. bought a new position in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 144,377 shares of the company’s stock, valued at approximately $7,422,000. Invesco Russell 1000 Dynamic Multifactor ETF […]
Invesco Russell Cozad Asset Management Inc Sage Advisory Services Ltd Co Exchange Commission Assetmark Inc Wealth Management

CX Institutional Purchases Shares of 1,001,717 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC)

CX Institutional acquired a new position in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) in the 4th quarter, Holdings Channel reports. The fund acquired 1,001,717 shares of the exchange traded fund’s stock, valued at approximately $13,323,000. Several other institutional investors also recently added to or reduced their […]
Fidelitydd Bancorp Inc City Holding Co Capital Management Inc Company Profile Wealth Management Bruceg Allen Investments

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Exxon Mobil Co. (NYSE:XOM) Shares Sold by Morningstar Investment Services LLC

Morningstar Investment Services LLC reduced its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 538,562 shares of the oil and gas company’s stock after selling 2,483 shares during […]
United States Redburn Atlantic Darrinl Talley Leonardm Fox Intrepid Capital Management Inc Erste Group Bank

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Connor Clark & Lunn Investment Management Ltd.

Connor Clark & Lunn Investment Management Ltd. lowered its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 87.5% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 61,189 shares of the oil and gas company’s stock after selling 427,745 shares during the period. Connor Clark […]
United States Jeffreyw Ubben Redburn Atlantic Darrinl Talley Exxon Mobil Corporation Traynor Capital Management Inc

Meiji Yasuda Life Insurance Co Has $5.28 Million Holdings in Exxon Mobil Co. (NYSE:XOM)

Meiji Yasuda Life Insurance Co decreased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,870 shares of the oil and gas company’s stock after selling […]
United States Jeffreyw Ubben Leonardm Fox Exxon Mobil Co Securities Exchange Commission Meiji Yasuda Life Insurance Co

Kahn Brothers Group Inc. Grows Stock Holdings in Exxon Mobil Co. (NYSE:XOM)

Kahn Brothers Group Inc. raised its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 10.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,437 shares of the oil and gas company’s stock after purchasing an additional 1,482 shares […]
United States Leonardm Fox Redburn Atlantic Jeffreyw Ubben Lee Financial Co Wealth Management

Kahn Brothers Group Inc. Grows Stock Holdings in Exxon Mobil Co. (NYSE:XOM)

Kahn Brothers Group Inc. raised its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 10.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,437 shares of the oil and gas company’s stock after purchasing an additional 1,482 shares […]
United States Redburn Atlantic Jeffreyw Ubben Leonardm Fox Intrepid Capital Management Inc Exxon Mobil
Source: wkrb13.com

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