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Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by McNamara Financial Services Inc.

McNamara Financial Services Inc. raised its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 119,120 shares of the company’s stock after acquiring an additional 600 shares during the quarter. […]
Wealth Management Libra Wealth Vanguard Developed Markets Index Fund Mcnamara Financial Services Inc Exchange Commission Wealthspan Partners

Perigon Wealth Management LLC Reduces Stock Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Perigon Wealth Management LLC reduced its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 62.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 64,630 shares of the exchange traded fund’s stock after selling 107,446 shares during the period. Perigon Wealth Management LLC’s holdings in Vanguard Real Estate ETF were worth […]
Libra Wealth Vanguard Group Inc Round Rock Advisors Morton Brown Family Wealth Financial Services Perigon Wealth Management
Source: wkrb13.com

Libra Wealth LLC Has $4.98 Million Position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM)

Libra Wealth LLC lifted its position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 15.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 88,364 shares of the company’s stock after buying an additional 12,107 shares during […]
Sterneck Capital Management Exchange Commission Libra Wealth Lauterbach Financial Advisors Mercer Global Advisors Inc Capital Management Inc

Libra Wealth LLC Sells 9,441 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Libra Wealth LLC lowered its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 4.3% during the fourth quarter, Holdings Channel reports. The fund owned 210,652 shares of the company’s stock after selling 9,441 shares during the quarter. Schwab US Broad Market ETF makes up approximately 5.8% of Libra Wealth […]
United States Dow Jones Oxford Financial Group Ltd Lee Financial Co Libra Wealth Creative Financial Designs Inc

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UBS Group Raises American Express (NYSE:AXP) Price Target to $206.00

American Express (NYSE:AXP) had its target price hoisted by investment analysts at UBS Group from $188.00 to $206.00 in a research note issued to investors on Monday, Benzinga reports. The firm currently has a “neutral” rating on the payment services company’s stock. UBS Group’s price target suggests a potential upside of 2.86% from the stock’s […]
United States Douglase Buckminster Jeffreyc Campbell Deutsche Bank Aktiengesellschaft American Express Lawson Kroeker Investment Management Inc
Source: wkrb13.com

Narus Financial Partners LLC Increases Stock Holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Narus Financial Partners LLC increased its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 10.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 81,833 shares of the company’s stock after acquiring an additional 7,584 shares during the quarter. […]
Exchange Commission Equita Financial Network Inc Vanguard Developed Markets Index Fund Wp Advisors Guardian Wealth Advisors Libra Wealth

Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Holdings Lessened by Libra Wealth LLC

Libra Wealth LLC trimmed its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 0.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 302,280 shares of the company’s stock after selling 778 shares during the period. […]
Libra Wealth Company Profile Sunbelt Securities Inc Exchange Commission Castleview Partners Financial Services

Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM) Shares Bought by Libra Wealth LLC

Libra Wealth LLC raised its position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 6.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,257 shares of the company’s stock after acquiring an additional 4,870 shares […]
Envestnet Asset Management Inc Pure Financial Advisors Savant Capital Annex Advisory Services Mercer Global Advisors Inc Libra Wealth

Libra Wealth LLC Sells 112 Shares of Tesla, Inc. (NASDAQ:TSLA)

Libra Wealth LLC trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,341 shares of the electric vehicle producer’s stock after selling 112 shares during the period. Tesla comprises about 0.6% of […]
United States Vaibhav Taneja Roth Mkm Andrewd Baglino Energy Generation Annapolis Financial Services

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