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Waddell & Associates LLC Grows Position in Invesco Senior Loan ETF (NYSEARCA:BKLN) - Vimarsana News

Waddell & Associates LLC Grows Position in Invesco Senior Loan ETF (NYSEARCA:BKLN)

XML Financial LLC raised its position in Brookfield Renewable Co. (NYSE:BEPC – Get Rating) by 20.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 129,240 shares of the company’s stock after purchasing an additional 21,940 shares during the period. XML Financial LLC owned approximately […]

Waddell & Associates LLC Grows Stock Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) - Vimarsana News

Waddell & Associates LLC Grows Stock Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

XML Financial LLC raised its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Get Rating) by 1.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 75,291 shares of the company’s stock after buying an additional 953 shares during the period. Vanguard High […]

iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by XML Financial LLC - Vimarsana News

iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by XML Financial LLC

XML Financial LLC cut its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Get Rating) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 47,173 shares of the exchange traded fund’s stock after selling 1,326 shares during […]

Commvault Systems (NASDAQ:CVLT) Now Covered by Analysts at StockNews.com - Vimarsana News

Commvault Systems (NASDAQ:CVLT) Now Covered by Analysts at StockNews.com

XML Financial LLC trimmed its position in General Mills, Inc. (NYSE:GIS – Get Rating) by 2.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,375 shares of the company’s stock after selling 674 shares during the period. XML Financial […]

XML Financial LLC Purchases Shares of 5,261 Invesco Dividend Achievers ETF (NASDAQ:PFM) - Vimarsana News

XML Financial LLC Purchases Shares of 5,261 Invesco Dividend Achievers ETF (NASDAQ:PFM)

XML Financial LLC purchased a new stake in Invesco Dividend Achievers ETF (NASDAQ:PFM – Get Rating) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 5,261 shares of the company’s stock, valued at approximately $209,000. A number of other institutional investors have also recently bought and sold shares of PFM. Advisory Services Network LLC raised […]