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May 19, 2023
XML Financial LLC lowered its position in shares of Dominion Energy, Inc. (NYSE:D – Get Rating) by 1.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,998 shares of the utilities provider’s stock after selling 524 shares during the quarter. XML […]
May 19, 2023
XML Financial LLC decreased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 4.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 262,751 shares of the company’s stock after selling 11,305 shares during the quarter. Schwab U.S. Large-Cap Value […]
May 19, 2023
XML Financial LLC lessened its holdings in Eaton Vance Municipal Income 2028 Term Trust (NYSE:ETX – Get Rating) by 2.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 155,851 shares of the investment management company’s stock after selling 3,370 shares […]
May 19, 2023
XML Financial LLC trimmed its stake in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Get Rating) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 75,630 shares of the company’s stock after selling 794 shares during the period. XML Financial […]
May 19, 2023
XML Financial LLC raised its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 0.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 102,876 shares of the pharmacy operator’s stock after purchasing an additional 848 shares during the period. CVS […]
May 19, 2023
XML Financial LLC raised its position in Brookfield Renewable Co. (NYSE:BEPC – Get Rating) by 20.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 129,240 shares of the company’s stock after purchasing an additional 21,940 shares during the period. XML Financial LLC owned approximately […]
May 19, 2023
XML Financial LLC raised its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Get Rating) by 1.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 75,291 shares of the company’s stock after buying an additional 953 shares during the period. Vanguard High […]
May 19, 2023
XML Financial LLC cut its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Get Rating) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 47,173 shares of the exchange traded fund’s stock after selling 1,326 shares during […]
May 19, 2023
XML Financial LLC trimmed its position in General Mills, Inc. (NYSE:GIS – Get Rating) by 2.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,375 shares of the company’s stock after selling 674 shares during the period. XML Financial […]
April 9, 2022
XML Financial LLC purchased a new stake in Invesco Dividend Achievers ETF (NASDAQ:PFM – Get Rating) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 5,261 shares of the company’s stock, valued at approximately $209,000. A number of other institutional investors have also recently bought and sold shares of PFM. Advisory Services Network LLC raised […]