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Continuum Advisory LLC Has $21.90 Million Stock Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Continuum Advisory LLC raised its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 2,509.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 733,797 shares of the company’s stock after acquiring an additional 705,679 shares during […]

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Fluor Co. (NYSE:FLR) Stake Lessened by Appian Way Asset Management LP

Appian Way Asset Management LP trimmed its stake in shares of Fluor Co. (NYSE:FLR – Free Report) by 55.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 91,371 shares of the construction company’s stock after selling 114,263 shares during the quarter. Fluor makes […]

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New England Asset Management Inc. Sells 1,950 Shares of The PNC Financial Services Group, Inc. (NYSE:PNC)

New England Asset Management Inc. reduced its stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 7.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,200 shares of the financial services provider’s stock […]

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Mairs & Power Inc. Sells 7,146 Shares of American Express (NYSE:AXP)

Mairs & Power Inc. lowered its holdings in shares of American Express (NYSE:AXP – Free Report) by 2.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 241,580 shares of the payment services company’s stock after selling 7,146 shares during the period. Mairs & Power Inc.’s holdings in […]

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Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by Visionary Wealth Advisors

Visionary Wealth Advisors decreased its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 0.2% in the fourth quarter, HoldingsChannel reports. The firm owned 526,012 shares of the company’s stock after selling 975 shares during the quarter. Schwab US Small-Cap ETF accounts for 1.8% of Visionary Wealth Advisors’ portfolio, making the […]

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