FORVIS Wealth Advisors LLC reduced its holdings in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 22.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,687 shares of the company’s stock after selling 3,760 shares […]
FORVIS Wealth Advisors LLC lowered its position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,833 shares of the company’s stock after selling 1,261 shares during the period. FORVIS Wealth […]
FORVIS Wealth Advisors LLC cut its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 3.8% during the 4th quarter, Holdings Channel reports. The firm owned 2,520 shares of the asset manager’s stock after selling 100 shares during the period. FORVIS Wealth Advisors LLC’s holdings in Blackstone were worth $330,000 at the end of the […]
FORVIS Wealth Advisors LLC decreased its holdings in General Dynamics Co. (NYSE:GD – Free Report) by 10.5% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 1,747 shares of the aerospace company’s stock after selling 205 shares during the period. FORVIS Wealth Advisors LLC’s holdings in General Dynamics […]
FORVIS Wealth Advisors LLC reduced its stake in shares of Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 25.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 10,135 shares of the pipeline company’s stock after selling 3,458 shares during the period. […]