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XML Financial LLC cut its holdings in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 3.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,547 shares of the company’s stock after selling 645 shares during the quarter. XML […]
XML Financial LLC lessened its holdings in shares of SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Get Rating) by 3.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 106,137 shares of the company’s stock after selling 3,624 shares during the quarter. XML Financial LLC […]
XML Financial LLC lifted its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Get Rating) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,126 shares of the exchange traded fund’s stock after acquiring an additional […]
XML Financial LLC grew its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 0.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 102,876 shares of the pharmacy operator’s stock after buying an additional 848 shares during […]
XML Financial LLC lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 0.6% during the fourth quarter, Holdings Channel reports. The firm owned 121,691 shares of the exchange traded fund’s stock after selling 769 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.4% of XML Financial LLC’s portfolio, […]