Phoenix Wealth Advisors decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,474 shares of the financial services provider’s stock after selling 221 shares during the period. JPMorgan Chase & Co. […]
Burt Wealth Advisors raised its stake in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,377 shares of the company’s stock after acquiring an additional 474 […]
Burt Wealth Advisors lessened its stake in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 6.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 12,699 shares of the company’s stock after selling 900 shares during the period. Burt Wealth Advisors’ holdings in Palantir Technologies were […]
Burt Wealth Advisors reduced its stake in shares of Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 7.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,068 shares of the transportation company’s stock after selling 162 shares during the quarter. Burt Wealth […]
Burt Wealth Advisors Sells 1,120 Shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Burt Wealth Advisors cut its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,336 shares of the company’s stock after selling 215 shares during the quarter. Burt Wealth Advisors’ holdings […]
Burt Wealth Advisors decreased its holdings in Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 5.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 32,685 shares of the company’s stock after selling 1,900 shares during the quarter. Burt Wealth Advisors’ holdings […]
Burt Wealth Advisors decreased its holdings in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 6.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,699 shares of the company’s stock after selling 900 shares during the quarter. Burt Wealth Advisors’ […]
Burt Wealth Advisors Trims Stake in iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.
iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV) Stock Position Increased by Burt Wealth Advisors theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.