Arlington Financial Advisors LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 27,333 shares of the financial services provider’s stock after selling 458 shares during the quarter. JPMorgan Chase & […]
WealthPlan Investment Management LLC lessened its position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 76.2% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,907 shares of the company’s stock after selling 18,944 shares during the period. […]
ProVise Management Group LLC trimmed its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 46.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 128,634 shares of the biopharmaceutical company’s stock after selling 112,056 shares during the quarter. ProVise Management Group […]
Arlington Financial Advisors LLC cut its holdings in shares of Procore Technologies, Inc. (NYSE:PCOR – Free Report) by 5.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,395 shares of the company’s stock after selling 675 shares during the period. Arlington Financial […]
Arlington Financial Advisors LLC decreased its stake in shares of Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE – Free Report) by 4.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 122,996 shares of the company’s stock after selling 6,183 shares during […]