Page 22 - Xml Financial News Today

XML Financial LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 19,861 shares of the company’s stock after buying an additional 553 shares during the quarter. XML […]

XML Financial LLC trimmed its stake in FedEx Co. (NYSE:FDX – Get Rating) by 20.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,738 shares of the shipping service provider’s stock after selling 4,132 shares during the period. XML Financial LLC’s holdings […]

XML Financial LLC boosted its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 250.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 19,165 shares of the company’s stock after acquiring an additional 13,704 shares during the quarter. XML Financial LLC’s holdings in Vanguard Value ETF were worth $2,690,000 as of its […]

XML Financial LLC boosted its holdings in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 1.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 27,676 shares of the exchange traded fund’s stock after acquiring an additional 317 shares during the period. […]

XML Financial LLC cut its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 4.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 262,751 shares of the company’s stock after selling 11,305 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 2.2% of XML Financial LLC’s portfolio, […]

XML Financial LLC lowered its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Get Rating) by 46.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 45,482 shares of the exchange traded fund’s stock after selling 39,497 shares during the period. XML Financial LLC’s holdings in iShares TIPS Bond ETF were worth $4,841,000 as […]

XML Financial LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 45,305 shares of the company’s stock after buying an additional 875 shares during the quarter. […]

XML Financial LLC decreased its position in shares of Amgen Inc. (NASDAQ:AMGN – Get Rating) by 0.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,746 shares of the medical research company’s stock after selling 183 shares during the quarter. XML Financial LLC’s […]

XML Financial LLC grew its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Get Rating) by 0.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 97,694 shares of the wireless technology company’s stock after acquiring an additional 520 shares during the quarter. QUALCOMM comprises 1.3% of […]

XML Financial LLC trimmed its holdings in Intel Co. (NASDAQ:INTC – Get Rating) by 1.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 158,630 shares of the chip maker’s stock after selling 3,043 shares during the quarter. XML Financial […]