Page 4 - Xml Financial News Today

XML Financial LLC grew its holdings in FedEx Co. (NYSE:FDX – Free Report) by 2.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 16,851 shares of the shipping service provider’s stock after acquiring an additional 407 shares during the period. XML Financial LLC’s holdings in FedEx were worth $4,263,000 at the end of […]

XML Financial LLC increased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 30,941 shares of the company’s stock after purchasing an additional 1,288 shares during the quarter. XML Financial […]

XML Financial LLC lifted its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,035 shares of the aerospace company’s stock after acquiring an additional 283 shares during the quarter. […]

XML Financial LLC lifted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 42,107 shares of the exchange traded fund’s stock after acquiring an additional 452 shares during the quarter. XML Financial LLC’s holdings in iShares MSCI EAFE ETF were […]

XML Financial LLC grew its position in International Paper (NYSE:IP – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 88,238 shares of the basic materials company’s stock after purchasing an additional 379 shares during the period. XML Financial LLC’s holdings […]

XML Financial LLC raised its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,395 shares of the medical research company’s stock after purchasing an additional 442 shares during the quarter. XML Financial […]

XML Financial LLC decreased its position in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 122,657 shares of the insurance provider’s stock after selling 3,390 shares during the period. XML Financial […]

XML Financial LLC increased its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 0.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 42,023 shares of the technology company’s stock after acquiring an additional 93 shares during the period. XML Financial LLC’s holdings in International Business Machines were worth $6,873,000 at […]

XML Financial LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,223 shares of the financial services provider’s stock after purchasing an additional 251 shares during the quarter. […]

XML Financial LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 60,223 shares of the financial services provider’s stock after purchasing an additional 251 shares during the period. JPMorgan Chase & Co. comprises approximately 1.0% of XML Financial LLC’s holdings, making […]