Brendel Financial Advisors LLC trimmed its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,855 shares of the company’s stock after selling 95 shares during the period. Brendel Financial Advisors LLC’s holdings […]
Sage Mountain Advisors LLC reduced its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 18,117 shares of the company’s stock after selling 112 shares during the period. Sage Mountain Advisors LLC’s holdings in Vanguard Value ETF were worth $2,709,000 as […]
RWA Wealth Partners LLC increased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.0% during the 4th quarter, Holdings Channel reports. The firm owned 4,640,724 shares of the company’s stock after purchasing an additional 90,317 shares during the quarter. Vanguard Value ETF makes up approximately 9.9% of RWA Wealth Partners […]
Smith & Howard Wealth Management LLC Sells 1,796 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.
Smith & Howard Wealth Management LLC trimmed its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 10.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 881 shares of the fast-food giant’s stock after selling 100 shares during the period. Smith & Howard Wealth Management LLC’s holdings in McDonald’s were worth $261,000 at […]