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XML Financial LLC cut its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.0% in the third quarter, HoldingsChannel reports. The firm owned 209,114 shares of the company’s stock after selling 8,696 shares during the quarter. Vanguard Total Bond Market ETF accounts for 1.7% of XML Financial LLC’s portfolio, making the […]
XML Financial LLC reduced its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 63.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,069 shares of the exchange traded fund’s stock after selling 14,090 shares during […]
XML Financial LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,770 shares of the company’s stock after purchasing an additional 863 shares […]
XML Financial LLC reduced its position in Gates Industrial Corp PLC (NYSE:GTES – Free Report) by 24.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,750 shares of the company’s stock after selling 7,342 shares during the period. XML Financial LLC’s […]
XML Financial LLC decreased its position in shares of Gates Industrial Corp PLC (NYSE:GTES – Free Report) by 24.4% in the 3rd quarter, Holdings Channel reports. The firm owned 22,750 shares of the company’s stock after selling 7,342 shares during the quarter. XML Financial LLC’s holdings in Gates Industrial were worth $264,000 at the end […]