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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 groupCapital advantageExecutive viceUnder managementImportant disclosure information

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

Ian castilleKaiser permanentePermanente medical groupCapital advantage incWealth management firmCapital advantageExecutive viceUnder managementImportant disclosure information

Capital Advantage Inc Sells 178 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Capital Advantage Inc. trimmed its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.7% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 10,094 shares of the company’s stock after selling 178 shares during the period. Capital Advantage Inc.’s holdings in Vanguard High […]

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Capital Advantage Inc Has $1 07 Million Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Capital Advantage Inc. cut its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,094 shares of the company’s stock after selling 178 shares during the period. […]

Ridgewood investmentsByrne asset managementCapital advantage incVanguard high dividend yield index fundSunbelt securities incExchange commissionCoppell advisory solutions corpPaypay securities corpCapital advantageVanguard high dividend yieldFree reportPay securities corpAsset managementCoppell advisory solutionsHigh dividend yieldDividend yield

Capital Advantage Inc Sells 2,431 Shares of Exxon Mobil Co (NYSE:XOM)

Capital Advantage Inc. reduced its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 17.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,572 shares of the oil and gas company’s stock after selling 2,431 shares during the quarter. […]

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