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Axxcess Wealth Management LLC decreased its position in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 15.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,842 shares of the company’s stock after selling 4,374 shares during the quarter. Axxcess Wealth […]
Prosperity Planning Inc. grew its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 67,741 shares of the company’s stock after acquiring an additional 3,510 shares during the quarter. […]
New York Life Investment Management LLC lifted its holdings in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 11.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 348,445 shares of the company’s stock after purchasing an additional 35,665 […]
Essex Financial Services Inc. boosted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 14.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,740 shares of the company’s stock after acquiring an additional 2,675 shares during […]
Great Valley Advisor Group Inc. reduced its stake in Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB – Free Report) by 7.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 68,324 shares of the company’s stock after selling 5,128 shares during the period. Great […]