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Detalus Advisors LLC Buys New Shares in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Detalus Advisors LLC Buys New Shares in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
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Detalus-advisors , Prudential-financial-inc , Aj-wealth-strategies , Baird-financial-group-inc , Company-profile , York-mellon-corp , Newedge-advisors , Vanguard-tax-exempt-bond , Free-report , Tax-exempt-bond , New-york-mellon-corp

Detalus Advisors LLC Sells 1,007 Shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF)

Detalus Advisors LLC decreased its position in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 31,492 shares of the company’s stock after selling 1,007 shares during the quarter. Detalus […]

Invesco , Detalus-advisors , Wealth-advisors , Wealthspan-partners , Larson-financial-group , Wealth-management , P-morgan-private-wealth-advisors , Free-report , Private-wealth-advisors , Bridge-wealth-advisors , Financial-group

Detalus Advisors LLC Has $255,000 Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Detalus Advisors LLC lessened its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 13.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,051 shares of the network equipment provider’s stock after selling 755 shares during the period. Detalus Advisors LLC’s holdings in Cisco […]

China , Japan , Asia-pacific , Piper-sandler , Richard-scott-herren , Capital-investment-advisors , Detalus-advisors , Securities-exchange-commission , Wells-fargo-company , Cisco-systems , Cisco-systems-inc , Financial-security-advisor-inc

Detalus Advisors LLC Sells 5,539 Shares of Ford Motor (NYSE:F)

Detalus Advisors LLC lessened its stake in Ford Motor (NYSE:F – Free Report) by 9.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 55,900 shares of the auto manufacturer’s stock after selling 5,539 shares during the quarter. Detalus Advisors LLC’s holdings in Ford Motor […]

Canada , Nevada , United-states , Mark-kosman , Piper-sandler , Redburn-atlantic , Milestone-investment-advisors , Ford-motor-company , Nevada-inc , Fairfield-bush , Exchange-commission , Royal-bank

iShares MSCI USA Quality Factor ETF (BATS:QUAL) is Detalus Advisors LLC's 2nd Largest Position

Detalus Advisors LLC grew its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 19.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,137 shares of the company’s stock after purchasing an additional 16,220 shares […]

Montreal , Quebec , Canada , United-states , Exchange-commission , Aj-wealth-strategies , Prudential-financial-inc , Detalus-advisors , Mather-group , Blair-william-co , States-quality-factor

Detalus Advisors LLC Increases Stock Position in Elevance Health, Inc. (NYSE:ELV)

Detalus Advisors LLC boosted its position in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 2.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,653 shares of the company’s stock after acquiring an additional 36 shares during the period. Detalus Advisors LLC’s holdings in Elevance Health were worth $780,000 as of […]

Canada , United-states , Carelon-services , Holdings-channel , Norges-bank , Arrowstreet-capital-limited-partnership , Group-plc , News-ratings-for-elevance-health-daily , Moneta-group-investment-advisors , Barclays , Detalus-advisors

Alpine Woods Capital Investors LLC Invests $634,000 in The Cigna Group (NYSE:CI)

Alpine Woods Capital Investors LLC Invests $634,000 in The Cigna Group (NYSE:CI)
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Canada , United-states , David-cordani , Hoeltzel-maryt-agoglia , Sanfordc-bernstein , Cigna-group-daily , Securities-exchange-commission , Deutsche-bank-aktiengesellschaft , Capital-investment-advisors , Cigna-group , Cigna-group-price-performance , Alpine-woods-capital-investors

Detalus Advisors LLC Boosts Position in PepsiCo, Inc. (NASDAQ:PEP)

Detalus Advisors LLC Boosts Position in PepsiCo, Inc. (NASDAQ:PEP)
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United-states , China , Australia , New-zealand , America , Asia-pacific , Tower-group , Financial-advisors-ltd , Pepsico , Life-planning-partners-inc , Nasdaq , Jpmorgan-chase-co

New York State Teachers Retirement System Sells 17,003 Shares of The Cigna Group (NYSE:CI)

New York State Teachers Retirement System Sells 17,003 Shares of The Cigna Group (NYSE:CI)
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United-states , New-york , David-cordani , Sanfordc-bernstein , Ericp-palmer , Capital-investment-advisors , Cigna-group , Alpine-woods-capital-investors , Cigna-group-stock , Its-evernorth-health-services , Detalus-advisors , Wells-fargo-company

Detalus Advisors LLC Raises Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Detalus Advisors LLC Raises Holdings in PepsiCo, Inc. (NASDAQ:PEP)
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New-zealand , Canada , Australia , China , United-states , America , Boitcf-david , Asia-pacific , Sowell-financial-services , Royal-bank , Pepsico , Capital-insight-partners