vimarsana.com

Latest Breaking News On - Wealth service - Page 7 : vimarsana.com

Glassman Wealth Services Lowers Stock Holdings in Schwab U S Large-Cap Value ETF (NYSEARCA:SCHV)

Glassman Wealth Services reduced its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,630 shares of the company’s stock after selling 1,646 shares during the period. […]

Glassman Wealth Services Has $125 09 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Glassman Wealth Services lessened its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.1% in the fourth quarter, HoldingsChannel reports. The fund owned 286,370 shares of the company’s stock after selling 3,203 shares during the period. Vanguard S&P 500 ETF makes up about 17.7% of Glassman Wealth Services’ portfolio, making the stock […]

Glassman Wealth Services Raises Stake in Vanguard Large-Cap ETF (NYSEARCA:VV)

Glassman Wealth Services boosted its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 38.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,036 shares of the company’s stock after buying an additional 1,673 shares during […]

Glassman Wealth Services Sells 54 Shares of McDonald s Co (NYSE:MCD)

Glassman Wealth Services decreased its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,263 shares of the fast-food giant’s stock after selling 54 shares during the period. Glassman Wealth Services’ holdings in McDonald’s […]

Glassman Wealth Services Has $1 32 Million Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)

Glassman Wealth Services grew its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 38.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,036 shares of the company’s stock after purchasing an additional 1,673 shares during the period. Glassman Wealth Services’ holdings in […]

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.