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May 16, 2024
Facet Wealth Inc. grew its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 14.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 327,424 shares of the company’s stock after purchasing an additional 40,920 shares during the quarter. iShares Russell 2000 Value ETF accounts for 1.8% of […]
May 16, 2024
Facet Wealth Inc. increased its position in Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 8.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 320,703 shares of the company’s stock after acquiring an additional 24,699 shares during the quarter. Vanguard ESG […]
May 16, 2024
Facet Wealth Inc. purchased a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 957,665 shares of the company’s stock, valued at approximately $93,928,000. iShares MSCI EAFE Growth ETF accounts for about 3.6% of […]
May 16, 2024
Facet Wealth Inc. boosted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 60.5% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 205,310 shares of the exchange traded fund’s stock after purchasing an additional 77,414 shares during the period. iShares […]
May 16, 2024
Facet Wealth Inc. lifted its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 33.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,248 shares of the energy producer’s stock after buying an additional 558 shares during the quarter. Facet […]
May 16, 2024
Facet Wealth Inc. acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 927 shares of the network technology company’s stock, valued at approximately $273,000. Several other institutional investors and hedge funds also recently added to or reduced their stakes […]
May 16, 2024
Facet Wealth Inc. increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,682 shares of the social networking company’s stock after purchasing an additional […]
May 16, 2024
Facet Wealth Inc. acquired a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,456 shares of the retailer’s stock, valued at approximately $247,000. Several other institutional investors and hedge funds also recently bought […]
May 16, 2024
Apexium Financial LP lifted its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 19.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 13,312 shares of the company’s stock after acquiring an additional 2,194 shares during the period. Apexium Financial LP’s holdings in iShares Russell 1000 ETF were worth $3,491,000 […]
March 26, 2024
/PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and...