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XML Financial LLC lowered its position in shares of Dominion Energy, Inc. (NYSE:D – Get Rating) by 1.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,998 shares of the utilities provider’s stock after selling 524 shares during the quarter. XML […]
XML Financial LLC decreased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 4.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 262,751 shares of the company’s stock after selling 11,305 shares during the quarter. Schwab U.S. Large-Cap Value […]
XML Financial LLC lessened its holdings in Eaton Vance Municipal Income 2028 Term Trust (NYSE:ETX – Get Rating) by 2.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 155,851 shares of the investment management company’s stock after selling 3,370 shares […]
XML Financial LLC trimmed its stake in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Get Rating) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 75,630 shares of the company’s stock after selling 794 shares during the period. XML Financial […]
XML Financial LLC raised its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 0.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 102,876 shares of the pharmacy operator’s stock after purchasing an additional 848 shares during the period. CVS […]