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Axxcess Wealth Management LLC lifted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 25.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 63,778 shares of the company’s stock after acquiring an additional 13,113 shares during the quarter. Axxcess Wealth Management […]
Essex Financial Services Inc. decreased its holdings in Invesco International Dividend Achievers ETF (NASDAQ:PID – Free Report) by 29.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 22,272 shares of the company’s stock after selling 9,180 shares during the period. Essex Financial Services Inc.’s holdings in Invesco International Dividend Achievers ETF were worth […]
Stokes Family Office LLC lowered its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 42.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 997 shares of the company’s stock after selling 740 shares during the quarter. Stokes Family Office LLC’s […]
Howe & Rusling Inc. acquired a new stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 2,023 shares of the exchange traded fund’s stock, valued at approximately $195,000. A number […]
SouthState Corp boosted its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 5.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 140,037 shares of the enterprise software provider’s stock after acquiring an additional 7,864 shares during the period. Oracle makes up approximately 1.3% of SouthState Corp’s portfolio, making the […]