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SageView Advisory Group LLC acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 407,848 shares of the company’s stock, valued at approximately $13,067,000. […]

Spire Wealth Management grew its stake in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 15.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,026 shares of the company’s stock after acquiring an additional 415 shares […]

Philadelphia Trust Co. grew its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 6.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 117,623 shares of the pharmacy operator’s stock after purchasing an additional 6,739 shares during the quarter. Philadelphia Trust […]

Level Four Advisory Services LLC lessened its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 88,058 shares of the pharmacy operator’s stock after selling 8,882 shares during the quarter. Level Four […]

Clarity Capital Advisors LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 11,561 shares of the company’s stock, valued at approximately $716,000. […]