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Copperleaf Capital LLC Invests $224,000 in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Copperleaf Capital LLC Invests $224,000 in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)
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Blackrock
United-kingdom-general
United-kingdom
United-states
America
Management-ltd
Jpmorgan-chase-co
Janney-montgomery-scott
York-mellon-corp
Nasdaq
Copperleaf-capital

Copperleaf Capital LLC Lowers Holdings in Mastercard Incorporated (NYSE:MA)

Copperleaf Capital LLC reduced its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 36.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,200 shares of the credit services provider’s stock after selling 2,372 shares during the period. Mastercard […]

United-states
Richardk-davis
Exchange-commission
Retirement-group
Mastercard-incorporated
Barclays
Foundation-mastercard
Credit-suisse-group
Mastercard
Securities-exchange-commission
Geowealth-management

Copperleaf Capital LLC Purchases New Shares in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Copperleaf Capital LLC Purchases New Shares in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)
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Exchange-commission
Commonwealth-equity-services
Da-davidson
A-davidson
Capital-performance-advisors
Copperleaf-capital
Advisor-group
Free-report
Performance-advisors
Equity-services

Copperleaf Capital LLC Raises Stock Position in The Charles Schwab Co. (NYSE:SCHW)

Copperleaf Capital LLC boosted its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 48.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 21,255 shares of the financial services provider’s stock after acquiring an additional 6,950 shares during the […]

Peterb-crawford
Raymond-james
Paulaa-sneed
Global-trust-asset-management
Jpmorgan-chase-co
Charles-schwab
Morgan-stanley
Charles-schwab-corporation
Charles-schwab-co
Exchange-commission
Investor-services
Advisor-services

Copperleaf Capital LLC Cuts Holdings in Visa Inc. (NYSE:V)

Copperleaf Capital LLC Cuts Holdings in Visa Inc. (NYSE:V)
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Zurich
Züsz
Switzerland
Ryan-mcinerney
Rajat-taneja
Vvisit-holdingschannel
Credit-suisse-group
Visa
Exchange-commission
Securities-exchange-commission
Bank-julius-baer-co
V-bank-julius-baer-co
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