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Axxcess Wealth Management LLC Trims Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Axxcess Wealth Management LLC trimmed its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 1.6% during the 1st quarter, Holdings Channel reports. The fund owned 10,907 shares of the exchange traded fund’s stock after selling 182 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares Russell 1000 […]

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Bought by Adams Wealth Management

Adams Wealth Management lifted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 13.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,093 shares of the company’s stock after acquiring an additional 1,802 shares during the […]

Pinnacle Wealth Planning Services Inc Sells 4,018 Shares of iShares MSCI EAFE Growth ETF (BATS:EFG)

Pinnacle Wealth Planning Services Inc. cut its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 8.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 41,780 shares of the company’s stock after selling 4,018 shares during […]

Symphony Financial Ltd Co Cuts Stake in Automatic Data Processing, Inc (NASDAQ:ADP)

Symphony Financial Ltd Co Cuts Stake in Automatic Data Processing, Inc (NASDAQ:ADP)
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Meta Platforms, Inc (NASDAQ:META) Holdings Trimmed by RiverPark Advisors LLC

RiverPark Advisors LLC lowered its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 26,221 shares of the social networking company’s stock after selling 3,600 shares during the quarter. Meta Platforms accounts for about […]

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