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PFG Investments LLC Cuts Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

PFG Investments LLC reduced its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 6.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,053 shares of the company’s stock after selling 142 shares during the period. PFG Investments LLC’s […]

United statesSecurities exchange commissionCompany profilePfg investmentsBleakley financial groupPerigon wealth managementOpal wealth advisorsFinancial servicesCapital advantage incCap value index fundVanguard small cap valueFree reportFinancial groupWealth managementWealth advisorsCapital advantage

Capital Advantage Inc Decreases Position in Chevron Co (NYSE:CVX)

Capital Advantage Inc Decreases Position in Chevron Co (NYSE:CVX)
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United statesRaymond jamesMizuho securities coCapital advantage incWorth asset managementVisionpoint advisory groupFinancial advisors ltdChevron coChevron corporationLegacy financial groupCapital advantageFree reportAsset managementFinancial groupGet free reportVisit holdingschannel

Capital Advantage Inc Sells 982 Shares of Chevron Co (NYSE:CVX)

Capital Advantage Inc Sells 982 Shares of Chevron Co (NYSE:CVX)
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United statesRaymond jamesLegacy financial groupFinancial advisors ltdChevron corporationChevron coCapital advantage incWorth asset managementMizuho securities coSecurities exchange commissionVisionpoint advisory groupCapital advantageFree reportAsset managementFinancial groupGet free report

Capital Advantage, Inc Hits Major Milestone: Surpasses $1 Billion in Assets Under Management

/PRNewswire/ Wealth management firm Capital Advantage, Inc. proudly announces that they rang in the new year by exceeding $1 billion in assets under.

Ian castilleWealth management firmCapital advantage incPermanente medical groupCapital advantageExecutive viceUnder managementImportant disclosure information

Capital Advantage, Inc Hits Major Milestone: Surpasses $1 Billion in Assets Under Management

Capital Advantage, Inc Hits Major Milestone: Surpasses $1 Billion in Assets Under Management
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Ian castilleKaiser permanenteCapital advantage incWealth management firmPermanente medical groupHits major milestoneAssets underCapital advantageExecutive viceUnder managementImportant disclosure information