Page 29 - Wealth Managers News Today

Nemes Rush Group LLC cut its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,939 shares of the company’s stock after selling 132 shares during the quarter. Nemes Rush Group LLC’s holdings […]

Discipline Wealth Solutions LLC bought a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 5,199 shares of the exchange traded fund’s stock, valued at approximately $206,000. Vanguard FTSE Emerging Markets ETF comprises 0.2% of Discipline Wealth Solutions LLC’s portfolio, […]

Haverford Trust Co cut its position in shares of Aon plc (NYSE:AON – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 345,704 shares of the financial services provider’s stock after selling 2,446 shares during the quarter. AON makes […]

Valley Wealth Managers Inc. cut its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.8% in the fourth quarter, HoldingsChannel reports. The firm owned 151,265 shares of the information services provider’s stock after selling 1,295 shares during the period. Alphabet accounts for about 1.7% of Valley Wealth Managers Inc.’s holdings, making the […]

American National Bank bought a new position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 493 shares of the exchange traded fund’s stock, valued at approximately $53,000. Several other hedge funds also recently made changes to their positions in MUB. Valley Wealth Managers […]

Vise Technologies Inc. lessened its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 198,228 shares of the exchange traded fund’s stock after selling 2,015 shares during the period. […]

MB Generational Wealth LLC purchased a new position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 44,053 shares of the company’s stock, valued at approximately $1,288,000. Dimensional U.S. Core Equity 2 ETF makes up about 1.2% of MB Generational Wealth […]

Facet Wealth Inc. boosted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 60.5% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 205,310 shares of the exchange traded fund’s stock after purchasing an additional 77,414 shares during the period. iShares […]

Strategic Financial Services Inc boosted its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 10,750 shares of the exchange traded fund’s stock after acquiring an additional 700 shares during the period. Strategic Financial Services Inc’s holdings in […]

IShares Expanded Tech-Software Sector ETF (BATS:IGV – Get Free Report)’s stock price hit a new 52-week low on Monday . The company traded as low as $81.16 and last traded at $82.04, with a volume of 1631791 shares traded. The stock had previously closed at $80.87. iShares Expanded Tech-Software Sector ETF Price Performance The business’s […]