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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Reduced by U.S. Capital Wealth Advisors LLC

U.S. Capital Wealth Advisors LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 42.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,261 shares of the company’s stock after selling […]
United States Cullen Frost Bankers Inc Iowa State Bank Us Capital Wealth Advisors Wealth Advisors Inc Truwealth Advisors
Source: wkrb13.com

Sandy Spring Bank Sells 265 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

Sandy Spring Bank cut its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 6.3% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,934 shares of the company’s stock after selling 265 shares during the quarter. Sandy Spring Bank’s holdings in iShares […]
Dow Jones Atria Investments Inc Savant Capital Mission Wealth Management Smith Shellnut Wilson Sandy Spring Bank

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Smith Shellnut Wilson LLC ADV Sells 1,406 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Smith Shellnut Wilson LLC ADV reduced its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,158 shares of the company’s stock after […]
United States Smith Shellnut Wilson Tucker Asset Management Wealth Management Corp Exchange Commission Alphamark Advisors
Source: wkrb13.com

Smith Shellnut Wilson LLC ADV Decreases Position in The Procter & Gamble Company (NYSE:PG)

Smith Shellnut Wilson LLC ADV lowered its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 8,177 shares of the company’s stock after selling 129 shares during the quarter. Smith […]
United States Stifel Nicolaus Mattheww Janzaruk Fatima Francisco William Blair Health Care
Source: wkrb13.com

Smith Shellnut Wilson LLC ADV Sells 56 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Smith Shellnut Wilson LLC ADV cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.2% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 30,000 shares of the company’s stock after selling 56 shares during the period. iShares Core S&P 500 ETF accounts for 7.5% of Smith Shellnut […]
United States Exchange Commission Truewealth Advisors Advisors Inc Holdings Channel Company Profile

Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY) is Smith Shellnut Wilson LLC ADV's 10th Largest Position

Smith Shellnut Wilson LLC ADV cut its holdings in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 0.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 100,179 shares of the company’s stock after selling 416 shares during the quarter. Fidelity […]
United States Company Profile Global Wealth Management Investment Advisory Inc Global Retirement Partners Smith Shellnut Wilson Exchange Commission

2,791 Shares in The J. M. Smucker Company (NYSE:SJM) Bought by Smith Shellnut Wilson LLC ADV

Smith Shellnut Wilson LLC ADV bought a new position in The J. M. Smucker Company (NYSE:SJM – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The firm bought 2,791 shares of the company’s stock, valued at approximately $412,000. Other institutional investors also recently bought and sold shares of […]
United States Securities Exchange Commission Jm Smucker Company Profile Smith Shellnut Wilson Eagle Bay Advisors Graham Capital Wealth Management

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