Live Breaking News & Updates on Quotient wealth partners

Financial Network Wealth Advisors LLC Buys Shares of 46,507 SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Financial Network Wealth Advisors LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 46,507 shares of the company’s stock, valued at approximately $2,169,000. SPDR Portfolio […]

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Financial Planning & Information Services Inc. Increases Stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Financial Planning & Information Services Inc. boosted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 4.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 176,942 shares of the company’s stock after purchasing an additional 6,799 shares during […]

United-states , Envestnet-asset-management-inc , Quotient-wealth-partners , Financial-gravity-asset-management-inc , Exchange-commission , Company-profile , Financial-planning-information-services-inc , Financial-planning , Information-services , Free-report , Asset-management

iShares Core MSCI EAFE ETF (BATS:IEFA) is Concentric Wealth Management LLC's 3rd Largest Position

Concentric Wealth Management LLC increased its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.9% during the 4th quarter, HoldingsChannel reports. The fund owned 155,266 shares of the company’s stock after acquiring an additional 7,240 shares during the quarter. iShares Core MSCI EAFE ETF comprises approximately 3.2% of Concentric Wealth Management […]

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Angeles Investment Advisors LLC Takes Position in iShares MBS ETF (NASDAQ:MBB)

Angeles Investment Advisors LLC bought a new stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 7,000 shares of the company’s stock, valued at approximately $659,000. Several other large investors have also recently made […]

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iShares Currency Hedged MSCI EMU ETF (NYSEARCA:HEZU) Trading Down 0.4%

IShares Currency Hedged MSCI EMU ETF (NYSEARCA:HEZU – Get Free Report) shares were down 0.4% during trading on Tuesday . The company traded as low as $36.98 and last traded at $37.10. Approximately 11,691 shares changed hands during trading, a decline of 84% from the average daily volume of 73,766 shares. The stock had previously […]

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CIBC Private Wealth Group LLC Sells 56,349 Shares of ConocoPhillips (NYSE:COP)

CIBC Private Wealth Group LLC cut its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 2.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,248,127 shares of the energy producer’s stock after selling 56,349 shares during the period. CIBC Private Wealth Group LLC’s holdings in ConocoPhillips were worth $260,940,000 as of […]

Norway , Malaysia , United-kingdom , Libya , Canada , Australia , China , United-states , America , Raymond-james , Ryan-michael-lance , Cibc-private-wealth-group

Monashee Investment Management LLC Takes Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Monashee Investment Management LLC bought a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 782,380 shares of the company’s stock, valued at approximately $55,040,000. iShares Core MSCI EAFE ETF comprises 9.7% of […]

United-states , America , Blackrock , Wells-fargo-company , Envestnet-portfolio-solutions-inc , Quotient-wealth-partners , Monashee-investment-management , Cerity-partners , Charles-schwab-investment-management-inc , Shares-core , Free-report

iShares Core MSCI EAFE ETF (BATS:IEFA) Position Reduced by Roundview Capital LLC

Roundview Capital LLC trimmed its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.0% during the fourth quarter, Holdings Channel reports. The firm owned 39,881 shares of the company’s stock after selling 1,642 shares during the quarter. Roundview Capital LLC’s holdings in iShares Core MSCI EAFE ETF were worth […]

United-states , America , Holdings-channel , Charles-schwab-investment-management-inc , Quotient-wealth-partners , Cerity-partners , Wells-fargo-company , Envestnet-portfolio-solutions-inc , Blackrock , Roundview-capital , Company-profile

Olistico Wealth LLC Trims Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Olistico Wealth LLC cut its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 6.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 13,099 shares of the company’s stock after selling 877 shares during the period. Olistico Wealth LLC’s holdings in iShares […]

United-states , America , Wells-fargo-company , Blackrock , Olistico-wealth , Quotient-wealth-partners , Charles-schwab-investment-management-inc , Envestnet-portfolio-solutions-inc , Cerity-partners , Shares-core , Free-report

Connable Office Inc. Invests $345,000 in Heartland Financial USA, Inc. (NASDAQ:HTLF)

Connable Office Inc. acquired a new position in shares of Heartland Financial USA, Inc. (NASDAQ:HTLF – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 9,186 shares of the bank’s stock, valued at approximately $345,000. A number of other large investors […]

United-states , Robertb-engel , Raymond-james , Piper-sandler , Quest-partners , Principal-financial-group-inc , Connable-office-inc , Nasdaq , Heartland-financial-united-states-inc , Quotient-wealth-partners , Dimensional-fund-advisors , Exchange-commission