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L M Kohn & Company Buys 1,552 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

L.M. Kohn & Company raised its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 14.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,314 shares of the company’s stock after acquiring an additional 1,552 shares during the period. […]

CreativeOne Wealth LLC Grows Stock Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

CreativeOne Wealth LLC increased its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 1.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 329,655 shares of the company’s stock after acquiring an additional 3,848 shares during the period. Vanguard Short-Term Bond ETF accounts for 1.6% of CreativeOne Wealth […]

Financial Advocates Investment Management Takes Position in iShares Global Tech ETF (NYSEARCA:IXN)

Financial Advocates Investment Management acquired a new position in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 49,264 shares of the company’s stock, valued at approximately $3,359,000. Financial Advocates Investment Management […]

4,633 Shares in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS) Acquired by Clarity Capital Advisors LLC

Clarity Capital Advisors LLC acquired a new position in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 4,633 shares of the company’s stock, valued at approximately $533,000. A number of other hedge funds […]

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Sold by Independent Advisor Alliance

Independent Advisor Alliance lowered its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 13.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,938 shares of the company’s stock after selling 3,354 shares during the period. Independent Advisor […]

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