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Vanguard Value ETF (NYSEARCA:VTV) is Courier Capital LLC's 9th Largest Position

Vanguard Value ETF (NYSEARCA:VTV) is Courier Capital LLC's 9th Largest Position
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United-states
Gemmer-asset-management
Courier-capital
Kozak-associates-inc
Holdings-channel
A-mason
Signalpoint-asset-management
Vanguard-value-index-fund
Vanguard-value
Free-report
Asset-management

IFG Advisory LLC Trims Stock Position in McDonald's Co. (NYSE:MCD)

IFG Advisory LLC cut its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,999 shares of the fast-food giant’s stock after selling 669 shares during the period. IFG Advisory LLC’s […]

United-states
America
Piper-sandler
Josephm-erlinger
Fund-management
Mcdonald
Ifg-advisory
Mcdonald-co
Gemmer-asset-management
Citigroup
Securities-exchange-commission
Columbia-trust-co

Parisi Gray Wealth Management Has $4.63 Million Stock Position in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Parisi Gray Wealth Management increased its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 37.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 61,494 shares of the exchange traded fund’s stock after acquiring an additional 16,700 […]

Index-fund-the
Signalpoint-asset-management
Gemmer-asset-management
Solutions-inc
Exchange-commission
Columbia-trust-co
Waterway-wealth-management
Parisi-gray-wealth-management
Free-report
Gray-wealth-management
Asset-management

Next Level Private LLC Has $1.37 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Next Level Private LLC Has $1.37 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
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United-states
New-york
American
Nasdaq
Level-private
Vanguard-total-stock-market-index-fund
Cresta-advisors-ltd
Gemmer-asset-management
Waterway-wealth-management
Canvas-wealth-advisors
Shotwell-rutter-baer-inc

IFG Advisory LLC Grows Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

IFG Advisory LLC boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 9.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 75,531 shares of the company’s stock after purchasing an additional 6,605 shares during the period. IFG […]

Dow-jones
Oconnor-financial-group
Gemmer-asset-management
Investment-management-inc
Ifg-advisory
Company-profile
Bridge-advisory
Free-report
Asset-management
Fiduciary-alliance
Schwab-us-dividend-equity-etf
Nysearca-schd

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