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XML Financial LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 19,861 shares of the company’s stock after buying an additional 553 shares during the quarter. XML […]
XML Financial LLC trimmed its stake in FedEx Co. (NYSE:FDX – Get Rating) by 20.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,738 shares of the shipping service provider’s stock after selling 4,132 shares during the period. XML Financial LLC’s holdings […]
XML Financial LLC boosted its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 250.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 19,165 shares of the company’s stock after acquiring an additional 13,704 shares during the quarter. XML Financial LLC’s holdings in Vanguard Value ETF were worth $2,690,000 as of its […]
XML Financial LLC boosted its holdings in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 1.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 27,676 shares of the exchange traded fund’s stock after acquiring an additional 317 shares during the period. […]
XML Financial LLC cut its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 4.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 262,751 shares of the company’s stock after selling 11,305 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 2.2% of XML Financial LLC’s portfolio, […]