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Schneider Downs Wealth Management Advisors LP Decreases Stock Position in Alphabet Inc. (NASDAQ:GOOGL)

Schneider Downs Wealth Management Advisors LP cut its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,023 shares of the information services provider’s stock after selling 224 shares during the quarter. Schneider Downs Wealth […] ....

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Raised by Blankinship & Foster LLC

Blankinship & Foster LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 680.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 124,133 shares of the company’s stock after acquiring an additional 108,233 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.5% […] ....

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Schneider Downs Wealth Management Advisors LP Has $9.58 Million Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Schneider Downs Wealth Management Advisors LP raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 38.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,941 shares of the company’s stock after purchasing an additional 6,083 shares during the […] ....

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Schneider Downs Wealth Management Advisors LP Cuts Stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Schneider Downs Wealth Management Advisors LP lessened its position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 6.5% in the 4th quarter, HoldingsChannel reports. The fund owned 8,350 shares of the exchange traded fund’s stock after selling 578 shares during the period. Schneider Downs Wealth Management Advisors LP’s holdings in […] ....

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Gladstone Institutional Advisory LLC Reduces Stock Position in International Business Machines Co. (NYSE:IBM)

Gladstone Institutional Advisory LLC trimmed its position in International Business Machines Co. (NYSE:IBM – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 45,520 shares of the technology company’s stock after selling 765 shares during the quarter. Gladstone […] ....

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