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Burkett Financial Services LLC Makes New Investment in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Burkett Financial Services LLC acquired a new stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 10,833 shares of the company’s stock, valued at approximately $603,000. Schwab US Broad […] ....

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AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) Shares Sold by Nations Financial Group Inc. IA ADV

Nations Financial Group Inc. IA ADV trimmed its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW – Free Report) by 5.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,402 shares of the company’s […] ....

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Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Main Street Financial Solutions LLC

Main Street Financial Solutions LLC boosted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 112,141 shares of the company’s stock after purchasing an additional 539 shares during the quarter. […] ....

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Lincoln National Corp Raises Stake in Innovator MSCI EAFE Power Buffer ETF – January (NYSEARCA:IJAN)

Lincoln National Corp Raises Stake in Innovator MSCI EAFE Power Buffer ETF – January (NYSEARCA:IJAN)
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1,469 Shares in Vanguard Extended Market ETF (NYSEARCA:VXF) Bought by MONECO Advisors LLC

MONECO Advisors LLC purchased a new stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 1,469 shares of the company’s stock, valued at approximately $242,000. Several other institutional investors have […] ....

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