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Wealthsource Partners LLC grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 9.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 112,643 shares of the company’s stock after buying an additional 9,636 shares during the quarter. Wealthsource Partners LLC’s holdings in Dimensional US Small Cap Value ETF were […]
Wealthsource Partners LLC grew its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 9.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 112,643 shares of the company’s stock after purchasing an additional 9,636 shares during the quarter. Wealthsource […]
Wealthsource Partners LLC boosted its holdings in shares of Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 2.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,085 shares of the transportation company’s stock after purchasing an additional 505 shares […]
Wealthsource Partners LLC lessened its holdings in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 14.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 45,218 shares of the company’s stock after selling 7,469 shares during the quarter. Wealthsource Partners LLC’s holdings in iShares Global Tech ETF were worth $3,083,000 as of its […]
Lionsbridge Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 87.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 77,120 shares of the company’s stock after purchasing an additional 35,935 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 6.1% […]