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Prosperity Planning Inc. Trims Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Prosperity Planning Inc. lowered its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 7.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,627 shares of the company’s stock after selling 676 shares during the period. Prosperity Planning […]
Keeler Thomas Management Midwest Heritage Bank Prosperity Planning Inc Authentikos Wealth Advisory Hobart Private Capital Value Index Fund

Keeler Thomas Management LLC Trims Holdings in NVIDIA Co. (NASDAQ:NVDA)

Keeler Thomas Management LLC cut its position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 5.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,663 shares of the computer hardware maker’s stock after selling 194 shares during […]
Hong Kong United States Quadro Nvidia Rtx Gpus Geforce Gpus John Dabiri Marka Stevens

Parkside Financial Bank & Trust Increases Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Parkside Financial Bank & Trust boosted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 62,835 shares of the company’s stock after purchasing an additional 2,234 shares during the quarter. Parkside […]
Midwest Heritage Bank Authentikos Wealth Advisory Value Index Fund Parkside Financial Bank Hobart Private Capital Company Profile

Jennison Associates LLC Has $62.67 Million Stake in Caterpillar Inc. (NYSE:CAT)

Jennison Associates LLC boosted its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 108.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 211,953 shares of the industrial products company’s stock after buying an additional 110,108 shares during the quarter. Jennison […]
Anthonyd Fassino Exchange Commission Caterpillar Inc Morgan Stanley Its Construction Industries Jpmorgan Chase Co
Source: wkrb13.com

Stock Yards Bank & Trust Co. Has $4.42 Million Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Stock Yards Bank & Trust Co. trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 84,793 shares of the company’s stock after selling 5,533 […]
Company Profile Exchange Commission Value Index Fund Keeler Thomas Management Stock Yards Bank Trust Co Criterion Capital Advisors
Source: wkrb13.com

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Stock Yards Bank & Trust Co. Has $4.42 Million Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Stock Yards Bank & Trust Co. lessened its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 6.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 84,793 shares of the company’s stock after selling 5,533 shares during […]
Value Index Fund Verdence Capital Advisors Telemus Capital Stock Yards Bank Trust Co Criterion Capital Advisors Keeler Thomas Management

Keeler Thomas Management LLC Has $4.37 Million Stock Holdings in Visa Inc. (NYSE:V)

Keeler Thomas Management LLC increased its position in shares of Visa Inc. (NYSE:V – Free Report) by 5.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,787 shares of the credit-card processor’s stock after acquiring an additional 803 shares during the quarter. […]
United States Ryan Mcinerney Vvisit Holdingschannel Peterm Andreski Royal Bank Ameriprise Financial Inc
Source: wkrb13.com

iShares MSCI EAFE Value ETF (BATS:EFV) Holdings Decreased by Ciovacco Capital Management LLC

Ciovacco Capital Management LLC reduced its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 6.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,125 shares of the company’s stock after selling 1,044 shares during […]
Ciovacco Capital Management Keeler Thomas Management Telemus Capital Securities Exchange Commission Company Profile Value Index Fund

Avitas Wealth Management LLC Raises Holdings in Johnson & Johnson (NYSE:JNJ)

Avitas Wealth Management LLC grew its position in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 14.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,519 shares of the company’s stock after purchasing an additional 5,090 […]
Peter Fasolo Sanfordc Bernstein Raymond James Gratus Capital Morgan Stanley Securities Exchange Commission

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