Stay updated with breaking news from Asset Dedication. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
BSW Wealth Partners trimmed its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 4.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 154,616 shares of the exchange traded fund’s stock after selling 6,721 shares during the period. iShares Gold Trust comprises […]
Ruedi Wealth Management Inc. reduced its stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 26.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,626 shares of the company’s stock after selling 5,981 shares […]
Valley National Advisers Inc. lessened its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 3.0% in the fourth quarter, HoldingsChannel reports. The fund owned 28,486 shares of the company’s stock after selling 878 shares during the quarter. Valley National Advisers Inc.’s holdings in Schwab Fundamental U.S. Large Company Index […]
Valley National Advisers Inc. trimmed its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 3.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,486 shares of the company’s stock after selling 878 shares during the […]
Perennial Advisors LLC reduced its position in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 1.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,229 shares of the semiconductor company’s stock after selling 37 shares during the quarter. Perennial Advisors LLC’s […]