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Summit Asset Management LLC Has $1 57 Million Stock Position in Invesco QQQ (NASDAQ:QQQ)

Summit Asset Management LLC Has $1 57 Million Stock Position in Invesco QQQ (NASDAQ:QQQ)
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MONECO Advisors LLC Purchases 885 Shares of iShares Core U S Aggregate Bond ETF (NYSEARCA:AGG)

MONECO Advisors LLC Purchases 885 Shares of iShares Core U S Aggregate Bond ETF (NYSEARCA:AGG)
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Robertson Stephens Wealth Management LLC Sells 7,627 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Robertson Stephens Wealth Management LLC decreased its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 25.6% in the fourth quarter, HoldingsChannel reports. The firm owned 22,196 shares of the company’s stock after selling 7,627 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in iShares ESG Aware […]

Robertson Stephens Wealth Management LLC Has $2 33 Million Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Robertson Stephens Wealth Management LLC reduced its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 25.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,196 shares of the company’s stock after selling 7,627 shares during […]

One Day In July LLC Makes New $202,000 Investment in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

One Day In July LLC Makes New $202,000 Investment in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
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