Atlas Financial Advisors Inc. reduced its holdings in shares of Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 49.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,117 shares of the company’s stock after selling 12,635 shares during the period. […]
GUNN & Co INVESTMENT MANAGEMENT INC. purchased a new position in Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,426 shares of the company’s stock, valued at approximately $237,000. Other institutional investors […]
Palo Alto Networks, Inc (NASDAQ:PANW) is Motley Fool Wealth Management LLC s 2nd Largest Position theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Yoder Wealth Management Inc. lifted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,065 shares of the company’s stock after acquiring an additional 82 shares during […]
Yoder Wealth Management Inc. lessened its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 19.2% during the 4th quarter, Holdings Channel reports. The firm owned 33,642 shares of the company’s stock after selling 7,980 shares during the period. Yoder Wealth Management Inc.’s holdings in Schwab U.S. REIT ETF were worth $697,000 at […]