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April 25, 2023
Kelman Lazarov Inc. decreased its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 24.5% in the fourth quarter, HoldingsChannel reports. The firm owned 7,345 shares of the company’s stock after selling 2,383 shares during the period. Kelman Lazarov Inc.’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $483,000 […]
April 17, 2023
Morton Brown Family Wealth LLC trimmed its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 27.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,236 shares of the company’s stock after selling 1,253 shares during the period. Morton Brown Family Wealth LLC’s holdings in iShares ESG […]
April 13, 2023
Bell Bank purchased a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 17,104 shares of the company’s stock, valued at approximately $551,000. Other large investors have also added […]
April 13, 2023
Atwood & Palmer Inc. acquired a new stake in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 264,595 shares of the company’s stock, valued at approximately $13,349,000. Atwood & Palmer Inc. owned 0.54% of […]
April 13, 2023
Source Financial Advisors LLC trimmed its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 24.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,518 shares of the company’s stock after selling 5,210 shares […]
April 12, 2023
Libra Wealth LLC decreased its holdings in shares of Deere & Company (NYSE:DE – Get Rating) by 7.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 555 shares of the industrial products company’s stock after selling 45 shares during the […]
April 12, 2023
Sage Financial Group Inc. increased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 132.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,537 shares of the company’s stock after acquiring an additional 6,002 […]
April 12, 2023
Libra Wealth LLC bought a new position in LendingClub Co. (NYSE:LC – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 73,133 shares of the credit services provider’s stock, valued at approximately $644,000. LendingClub comprises about 0.0% of Libra Wealth LLC’s investment portfolio, […]
April 12, 2023
Libra Wealth LLC lowered its holdings in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 24.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,088 shares of the exchange traded fund’s stock after selling 360 shares during the period. Libra Wealth LLC’s holdings in Invesco QQQ Trust were worth $290,000 at the end of […]
April 12, 2023
Castle Rock Wealth Management LLC cut its stake in AbbVie Inc. (NYSE:ABBV – Get Rating) by 5.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 3,369 shares of the company’s stock after selling 196 shares during the period. Castle Rock Wealth Management LLC’s holdings in AbbVie were worth $497,000 as of its most recent […]