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June 9, 2024
XML Financial LLC boosted its stake in shares of Global X Dow 30 Covered Call ETF (NYSEARCA:DJIA – Free Report) by 1.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 247,827 shares of the company’s stock after purchasing an additional 2,373 shares during the period. XML Financial […]
June 9, 2024
XML Financial LLC lifted its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 426,198 shares of the company’s stock after purchasing an additional 14,458 shares during the quarter. iShares Core […]
June 9, 2024
XML Financial LLC grew its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 74,527 shares of the company’s stock after acquiring an additional 2,002 shares during the quarter. […]
June 9, 2024
XML Financial LLC trimmed its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 207,798 shares of the company’s stock after selling 1,316 shares during […]
June 9, 2024
XML Financial LLC raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 7.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 90,343 shares of the company’s stock after buying an additional 6,399 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up about 1.1% of XML […]
June 9, 2024
XML Financial LLC lowered its stake in shares of Bank of America Co. (NYSE:BAC) by 0.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 313,613 shares of the financial services provider’s stock after selling 2,684 shares during the quarter. Bank of America accounts for […]
June 9, 2024
XML Financial LLC boosted its position in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 102,479 shares of the company’s stock after acquiring an additional 3,627 shares during the […]
June 9, 2024
XML Financial LLC lowered its stake in shares of Gladstone Commercial Co. (NASDAQ:GOOD – Free Report) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 546,236 shares of the real estate investment trust’s stock after selling 19,402 shares during the quarter. XML Financial […]
June 9, 2024
XML Financial LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 26.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 150,380 shares of the exchange traded fund’s stock after purchasing an additional 31,298 shares […]
June 9, 2024
XML Financial LLC lessened its position in Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD – Free Report) by 28.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 92,559 shares of the company’s stock after selling 37,659 shares during the […]