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Vance Wealth Inc. increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,458 shares of the financial services provider’s stock after acquiring an additional 157 shares during the period. […]
Kestra Private Wealth Services LLC lowered its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 81,367 shares of the company’s stock after selling 500 shares […]
Vance Wealth Inc. decreased its position in Vanguard Russell 2000 Value ETF (NASDAQ:VTWV – Free Report) by 45.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,801 shares of the company’s stock after selling 2,361 shares during the period. […]
Vance Wealth Inc. lowered its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 869 shares of the Internet television network’s stock after selling 25 shares during the quarter. Vance Wealth Inc.’s […]
Vance Wealth Inc. lifted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.4% during the 4th quarter, HoldingsChannel reports. The fund owned 2,569 shares of the social networking company’s stock after buying an additional 108 shares during the period. Vance Wealth Inc.’s holdings in Meta Platforms were worth $909,000 as of its […]