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McClarren Financial Advisors Inc. Lowers Position in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

McClarren Financial Advisors Inc. Lowers Position in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)
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Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by 1900 Wealth Management LLC

1900 Wealth Management LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 106,829 shares of the company’s stock after selling 6,556 shares during the period. 1900 Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,590,000 […]

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Cook Wealth Management Group LLC Sells 1,088 Shares of Johnson & Johnson (NYSE:JNJ)

Cook Wealth Management Group LLC reduced its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 12.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,809 shares of the company’s stock after selling 1,088 shares during the quarter. Johnson & Johnson makes […]

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Vanguard Total International Stock ETF (NASDAQ:VXUS) Shares Purchased by Cook Wealth Management Group LLC

Cook Wealth Management Group LLC boosted its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 3.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,942 shares of the company’s stock after acquiring an additional 319 shares during the quarter. Cook […]

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28,780 Shares in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI) Purchased by Cook Wealth Management Group LLC

Cook Wealth Management Group LLC acquired a new stake in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 28,780 shares of the company’s stock, valued at approximately $908,000. Dimensional International Sustainability Core 1 […]

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Cook Wealth Management Group LLC Purchases 3,583 Shares of iShares High Yield Bond Factor ETF (BATS:HYDB)

Cook Wealth Management Group LLC grew its position in iShares High Yield Bond Factor ETF (BATS:HYDB – Free Report) by 44.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,691 shares of the company’s stock after purchasing an additional […]

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Duke Energy Co. (NYSE:DUK) Shares Sold by Cook Wealth Management Group LLC

Cook Wealth Management Group LLC reduced its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 5.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,515 shares of the utilities provider’s stock after selling 150 shares during the quarter. Cook Wealth Management Group LLC’s holdings in Duke Energy were worth […]

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Cook Wealth Management Group LLC Acquires 1,702 Shares of Simulations Plus, Inc. (NASDAQ:SLP)

Cook Wealth Management Group LLC boosted its holdings in Simulations Plus, Inc. (NASDAQ:SLP – Free Report) by 12.2% in the fourth quarter, Holdings Channel reports. The firm owned 15,624 shares of the technology company’s stock after purchasing an additional 1,702 shares during the quarter. Simulations Plus comprises about 0.4% of Cook Wealth Management Group LLC’s […]

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Vanguard S&P 500 ETF (NYSEARCA:VOO) is Cook Wealth Management Group LLC's Largest Position

Cook Wealth Management Group LLC increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 21.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 68,429 shares of the company’s stock after buying an additional 11,900 shares during the period. Vanguard S&P 500 ETF […]

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Cook Wealth Management Group LLC Sells 385 Shares of The Coca-Cola Company (NYSE:KO)

Cook Wealth Management Group LLC decreased its position in The Coca-Cola Company (NYSE:KO – Free Report) by 9.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,600 shares of the company’s stock after selling 385 shares during the quarter. Cook […]

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