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XML Financial LLC boosted its stake in shares of Global X Dow 30 Covered Call ETF (NYSEARCA:DJIA – Free Report) by 1.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 247,827 shares of the company’s stock after purchasing an additional 2,373 shares during the period. XML Financial […]
XML Financial LLC lifted its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 426,198 shares of the company’s stock after purchasing an additional 14,458 shares during the quarter. iShares Core […]
XML Financial LLC grew its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 74,527 shares of the company’s stock after acquiring an additional 2,002 shares during the quarter. […]
XML Financial LLC trimmed its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – 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. The fund owned 207,798 shares of the company’s stock after selling 1,316 shares during […]
XML Financial LLC raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 7.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 90,343 shares of the company’s stock after buying an additional 6,399 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up about 1.1% of XML […]