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iShares MSCI USA Quality Factor ETF (BATS:QUAL) Stock Position Lowered by IPG Investment Advisors LLC

IPG Investment Advisors LLC decreased its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 91.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,512 shares of the company’s stock after selling 68,652 shares during the […]
United States Wade Financial Advisory Inc Nations Financial Group Inc Ipg Investment Advisors Advisory Services Network Securities Exchange Commission

Proquility Private Wealth Partners LLC Decreases Stake in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA)

Proquility Private Wealth Partners LLC reduced its stake in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) by 15.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 128,198 shares of the company’s stock after selling 23,633 shares […]
Advisory Services Network Company Profile Assetmark Inc Exchange Commission Invesco National Municipal Bond News Ratings For Invesco National Municipal Bond

JPMorgan BetaBuilders International Equity ETF (BATS:BBIN) Shares Acquired by 3Chopt Investment Partners LLC

3Chopt Investment Partners LLC boosted its position in JPMorgan BetaBuilders International Equity ETF (BATS:BBIN – Free Report) by 48.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 39,799 shares of the company’s stock after purchasing an additional 13,058 shares during the quarter. 3Chopt Investment […]
United States Nevada Inc Whittier Trust Co Exchange Commission Chopt Investment Partners Jpmorgan Betabuilders International Equity

Wilkinson Global Asset Management LLC Has $65.75 Million Position in Toyota Motor Co. (NYSE:TM)

Wilkinson Global Asset Management LLC grew its position in Toyota Motor Co. (NYSE:TM – Free Report) by 0.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 358,525 shares of the company’s stock after purchasing an additional 365 shares […]
United States Us Bancorp Toyota Motor Corporation Exchange Commission Toyota Motor Co Financial Services

CAP Partners LLC Acquires New Stake in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA)

CAP Partners LLC acquired a new stake in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 10,166 shares of the company’s stock, valued at approximately $246,000. A number of other hedge funds and other institutional investors have […]
Invesco National Municipal Bond News Ratings For Invesco National Municipal Bond Us Bancorp Assetmark Inc Eversource Wealth Advisors King Luther Capital Management Corp
Source: wkrb13.com

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Advisory Services Network LLC Boosts Holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU)

Advisory Services Network LLC increased its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 7.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 86,921 shares of the company’s stock after buying an additional 6,027 shares during […]
Capital Group International Focus Equity Advisory Services Network Raymond James Trust Raymond James Associates Capital Group Company Profile

Advisory Services Network LLC Has $2.06 Million Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Advisory Services Network LLC increased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,447 shares of the company’s stock after buying an additional 630 […]
Dow Jones Wealth Partners Nadler Financial Group Inc Exchange Commission Sunbelt Securities Inc Mokosak Advisory Group

iShares MSCI USA Value Factor ETF (BATS:VLUE) Shares Sold by Advisory Services Network LLC

Advisory Services Network LLC lowered its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 5.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 22,682 shares of the company’s stock after selling 1,368 shares during the period. Advisory Services Network LLC’s holdings […]
United States Advisory Services Network Sumitomo Mitsui Trust Holdings Inc Warner Financial Inc Day Ennis Wealth Partners Inc

Advisory Services Network LLC Has $2.49 Million Holdings in Pacer Swan SOS Fund of Funds ETF|ETF (BATS:PSFF)

Advisory Services Network LLC grew its holdings in shares of Pacer Swan SOS Fund of Funds ETF|ETF (BATS:PSFF – Free Report) by 10.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 96,292 shares of the company’s stock after purchasing an […]
Pacer Swan Sos Etfs Pacer Swan Securities Exchange Commission Advisory Services Network Avantax Advisory Services Inc Fund Of Funds

Advisory Services Network LLC Reduces Stock Position in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Advisory Services Network LLC lowered its stake in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,386 shares of the company’s stock after selling […]
Advisory Services Network Monterey Private Wealth Inc Signet Financial Management Wealth Partners Inc Round Rock Advisors Level Four Advisory Services

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