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Encompass Wealth Advisors LLC Raises Position in SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

Encompass Wealth Advisors LLC grew its holdings in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 21.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 14,954 shares of the exchange traded fund’s stock after purchasing an additional […]
Wealth Advisors Fnb Corp Pa Bancorp Inc Privatebancorp Inc Fifth Third Bancorp Firstmerit Corp
Source: wkrb13.com

HBK Sorce Advisory LLC Decreases Stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

HBK Sorce Advisory LLC lessened its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 12.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,579 shares of the company’s stock after selling […]
United States Element Wealth Financial Freedom Eagle Bay Advisors Stonebridge Capital Advisors Hbk Sorce Advisory

Parsons Capital Management Inc. RI Boosts Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Parsons Capital Management Inc. RI boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 6.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 4,669 shares of the company’s stock after buying an additional 269 shares during the quarter. Parsons Capital Management Inc. RI’s holdings in […]
United States Parsons Capital Management Inc Cadinha Co Benjaminf Edwards Company Inc Sageview Advisory Group Holdings Channel
Source: wkrb13.com

Tradewinds LLC. Buys New Shares in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Tradewinds LLC. acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,669 shares of the company’s stock, valued at approximately $257,000. Several other large investors have also made changes […]
United States Element Wealth Founders Financial Securities Benjaminf Edwards Company Inc Exchange Commission Sageview Advisory Group

Lincoln National Corp Sells 10,573 Shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

Lincoln National Corp decreased its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 10.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 91,157 shares of the company’s stock after selling 10,573 shares during the period. Lincoln National Corp […]
News Ratings For First Trust Blue Bell Private Wealth Management First Trust Republic Capital Element Wealth Lincoln National Corp

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MGO One Seven LLC Grows Stock Holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

MGO One Seven LLC increased its stake in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 3.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,696 shares of the company’s stock after buying an additional […]
Exchange Commission Eversource Wealth Advisors Rising Dividend Achievers Company Profile News Ratings For First Trust Sovereign Financial Group Inc First Trust Rising Dividend Achievers

Centric Wealth Management Sells 345 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Centric Wealth Management decreased its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 15,926 shares of the company’s stock after selling 345 shares during the period. Centric Wealth Management’s holdings in iShares MSCI USA Min Vol Factor ETF were […]
United States Eagle Bay Advisors Element Wealth Stonebridge Capital Advisors Impact Partnership Wealth Company Profile

Camden National Bank Reduces Stock Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Camden National Bank cut its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 59,553 shares of the company’s stock after selling 1,681 shares during […]
United States Impact Partnership Wealth Company Profile Stonebridge Capital Advisors Camden National Bank Element Wealth

SteelPeak Wealth LLC Sells 20,714 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

SteelPeak Wealth LLC cut its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 24.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 65,701 shares of the company’s stock after selling 20,714 shares during the quarter. SteelPeak Wealth LLC’s holdings in iShares MSCI USA Min Vol Factor […]
United States Impact Partnership Wealth Eagle Bay Advisors Steelpeak Wealth Element Wealth Stonebridge Capital Advisors

Fidelity High Dividend ETF (NYSEARCA:FDVV) Reaches New 12-Month High at $42.65

Shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Get Free Report) hit a new 52-week high during mid-day trading on Friday . The stock traded as high as $42.65 and last traded at $42.62, with a volume of 278329 shares. The stock had previously closed at $42.20. Fidelity High Dividend ETF Price Performance The firm […]
Element Wealth Advisors Inc Company Profile Flagship Harbor Advisors Sweeney Michel Fidelity High Dividend

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