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Atria Wealth Solutions Inc. Invests $2.93 Million in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Atria Wealth Solutions Inc. Invests $2.93 Million in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)
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Bryn Mawr Capital Management LLC Has $514,000 Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Bryn Mawr Capital Management LLC cut its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 18.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,326 shares of the company’s stock after selling 1,635 shares during […]

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Marquette Asset Management LLC Cuts Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Marquette Asset Management LLC trimmed its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 56,595 shares of the company’s stock after selling 728 shares during the period. Schwab International Equity ETF accounts […]

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Before You Buy the Invesco QQQ ETF, Here Are 3 Others I'd Buy First

Despite its popularity, QQQ is very rarely the best choice for any investor.

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Alliance Wealth Advisors LLC UT Raises Stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Alliance Wealth Advisors LLC UT increased its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 4.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,787 shares of the company’s stock after buying an additional 157 shares during the […]

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SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) Shares Acquired by Alliance Wealth Advisors LLC UT

Alliance Wealth Advisors LLC UT boosted its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 4.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,787 shares of the company’s stock after buying an additional 157 shares […]

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Total Wealth Planning LLC Purchases 127,125 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Total Wealth Planning LLC raised its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 34.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 495,687 shares of the company’s stock after acquiring an additional 127,125 shares during […]

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Total Wealth Planning LLC Cuts Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Total Wealth Planning LLC reduced its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 125,148 shares of the company’s stock after selling 5,255 shares during the quarter. Schwab U.S. […]

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Bryn Mawr Capital Management LLC Has $514,000 Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Bryn Mawr Capital Management LLC Has $514,000 Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)
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Before You Buy the Invesco QQQ ETF, Here Are 3 Others I'd Buy First

Before You Buy the Invesco QQQ ETF, Here Are 3 Others I'd Buy First
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