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Vanguard Mid-Cap ETF (NYSEARCA:VO) Position Boosted by Stephens Consulting LLC

Stephens Consulting LLC boosted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 13.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 148,115 shares of the company’s stock after acquiring an additional 17,190 shares during the period. Vanguard Mid-Cap ETF comprises approximately 11.7% of Stephens Consulting LLC’s holdings, making the […]
United States Securities Exchange Commission National Association Charles Schwab Investment Management Inc Cerity Partners First Command Advisory Services Inc
Source: wkrb13.com

Vanguard Mid-Cap ETF (NYSEARCA:VO) is Stephens Consulting LLC's 2nd Largest Position

Stephens Consulting LLC grew its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 13.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 148,115 shares of the company’s stock after purchasing an additional 17,190 shares […]
United States Cap Index Fund Vanguard Group Inc Securities Exchange Commission National Association Charles Schwab Investment Management Inc

Wedge Capital Management L L P NC Sells 10,643 Shares of Discover Financial Services (NYSE:DFS)

Wedge Capital Management L L P NC lessened its holdings in shares of Discover Financial Services (NYSE:DFS – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 387,694 shares of the financial services provider’s stock after selling 10,643 shares during […]
United States John Greene Turtle Creek Wealth Advisors Financial Services Company Profile Financial Services Price Performance Financial Services Announces Dividend
Source: wkrb13.com

Stephens Consulting LLC Sells 54 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stephens Consulting LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,975 shares of the company’s stock after selling 54 shares during the period. iShares […]
United States Financial Services Group Inc Jpmorgan Chase Co First Command Advisory Services Inc Stephens Consulting Exchange Commission

First Command Advisory Services Inc. Acquires 3,681 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

First Command Advisory Services Inc. boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 555.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,344 shares of the company’s stock after purchasing an additional […]
United States Allspring Global Investments Holdings Value Index Fund First Command Advisory Services Inc Fortis Capital Advisors Exchange Commission

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First Command Advisory Services Inc. Sells 409 Shares of Merck & Co., Inc. (NYSE:MRK)

First Command Advisory Services Inc. cut its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,672 shares of the company’s stock after selling 409 shares during the quarter. […]
Joseph Romanelli Steven Mizell Animal Health Kennedy Investment Group Harbour Trust Investment Management Co Merck Co Inc

First Command Advisory Services Inc. Decreases Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

First Command Advisory Services Inc. decreased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 41,780 shares of the company’s stock after selling 1,866 shares during the period. Vanguard S&P 500 ETF accounts for 0.2% of First Command Advisory Services Inc.’s […]
United States Asset Management Group Inc Index Fund The Exchange Traded Fund Woodard Co First Command Advisory Services Inc

First Command Advisory Services Inc. Trims Position in iShares Global Clean Energy ETF (NASDAQ:ICLN)

First Command Advisory Services Inc. reduced its position in iShares Global Clean Energy ETF (NASDAQ:ICLN – Free Report) by 77.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,742 shares of the company’s stock after selling 12,807 shares during the quarter. First Command Advisory […]
United States Global Clean Energy Company Profile Money Design Co Goldman Sachs Group Inc Exchange Commission

First Command Advisory Services Inc. Has $385,000 Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)

First Command Advisory Services Inc. cut its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,549 shares of the electric vehicle producer’s stock after selling 89 shares during the quarter. First Command Advisory Services Inc.’s holdings in Tesla were worth $385,000 at the […]
United States Andrewd Baglino Robynm Denholm Ogorek Anthony Joseph Piper Sandler Tesla Inc

Klingenstein Fields & Co. LP Sells 3,732 Shares of Fortive Co. (NYSE:FTV)

Klingenstein Fields & Co. LP decreased its stake in shares of Fortive Co. (NYSE:FTV – Free Report) by 1.3% in the 4th quarter, Holdings Channel reports. The fund owned 294,027 shares of the technology company’s stock after selling 3,732 shares during the quarter. Klingenstein Fields & Co. LP’s holdings in Fortive were worth $21,649,000 as […]
United States Tamaras Newcombe Staceya Walker Intelligent Operating Solutions Securities Exchange Commission Royal Bank

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