Page 33 - Wealth Services News Today

Confluence Wealth Services Inc. lowered its position in Deere & Company (NYSE:DE – Free Report) by 2.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,719 shares of the industrial products company’s stock after selling 96 shares during the quarter. […]

Confluence Wealth Services Inc. increased its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 8.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 9,258 shares of the transportation company’s stock after acquiring an additional 736 shares during the quarter. Confluence […]

MA Private Wealth lowered its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.3% during the fourth quarter, Holdings Channel reports. The firm owned 5,463 shares of the exchange traded fund’s stock after selling 245 shares during the period. MA Private Wealth’s holdings in iShares MSCI EAFE ETF were worth […]

E&G Advisors LP raised its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 115.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,342 shares of the exchange traded fund’s stock after purchasing an additional 6,081 shares during the […]

Valley National Advisers Inc. trimmed its position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 12.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 81,195 shares of the bank’s stock after selling 12,049 […]

Confluence Wealth Services Inc. acquired a new position in shares of JPMorgan US Value Factor ETF (NYSEARCA:JVAL – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 52,104 shares of the company’s stock, valued at approximately $2,010,000. Confluence Wealth Services […]

Confluence Wealth Services Inc. lowered its position in Comcast Co. (NASDAQ:CMCSA – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,242 shares of the cable giant’s stock after selling 842 shares during the quarter. Confluence Wealth Services […]

Confluence Wealth Services Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 131.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 137,110 shares of the company’s stock after buying an additional 77,924 shares during […]

Confluence Wealth Services Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 131.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 137,110 shares of the company’s stock after buying an additional 77,924 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 0.8% […]

Confluence Wealth Services Inc. increased its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 2.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,156 shares of the business services provider’s stock after purchasing an additional 147 shares […]