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Laurel Wealth Planning LLC Boosts Holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Laurel Wealth Planning LLC grew its holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 5.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,797 shares of the company’s stock after purchasing an additional 1,154 shares during the quarter. Laurel […]

Company-profile
Mutual-advisors
Capital-management
Stratos-wealth-partners
Laurel-wealth-planning
Ultra-short-municipal
Free-report
Wealth-planning
Wealth-partners
Ultra-short-municipal-income
Jpmorgan-ultra-short-municipal-etf

Laurel Wealth Planning LLC Acquires 4,674 Shares of Nuveen ESG Large-Cap Growth ETF (BATS:NULG)

Laurel Wealth Planning LLC boosted its position in shares of Nuveen ESG Large-Cap Growth ETF (BATS:NULG – Free Report) by 13.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 38,484 shares of the company’s stock after purchasing an additional 4,674 shares during the period. […]

United-states
Francis-financial-inc
Concourse-financial-group-securities-inc
Legacy-financial-group
Laurel-wealth-planning
York-mellon-corp
Securities-exchange-commission
Nuveen
Wealthshield-partners
Cap-growth
Free-report

ProShares S&P 500 Aristocrats ETF (BATS:NOBL) Shares Sold by Laurel Wealth Planning LLC

Laurel Wealth Planning LLC reduced its stake in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 6.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,259 shares of the company’s stock after selling 755 shares during the period. Laurel Wealth […]

Canada
Morgan-stanley
Moneta-group-investment-advisors
Exchange-commission
Royal-bank
Company-profile
Laurel-wealth-planning
Raymond-james-financial-services-advisors-inc
Free-report
Wealth-planning
Group-investment-advisors

Laurel Wealth Planning LLC Cuts Stock Position in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Laurel Wealth Planning LLC decreased its stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 5.4% in the 3rd quarter, Holdings Channel.com reports. The fund owned 290,685 shares of the company’s stock after selling 16,565 shares during the quarter. Nuveen ESG Large-Cap Value ETF makes up 7.6% of Laurel Wealth Planning LLC’s […]

United-states
Jpmorgan-chase-co
Holdings-channel
Exchange-commission
Morgan-stanley
Thrivent-financial-for-lutherans
Laurel-wealth-planning
Cap-value
Free-report
Wealth-planning
States-large-cap-value

Laurel Wealth Planning LLC Sells 6,863 Shares of Nuveen ESG Small-Cap ETF (BATS:NUSC)

Laurel Wealth Planning LLC trimmed its position in Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 16.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 33,690 shares of the company’s stock after selling 6,863 shares during the period. Nuveen ESG Small-Cap ETF comprises 0.9% of […]

United-states
Financial-services-group-inc
Legacy-financial-group
Nuveen
Laurel-wealth-planning
Visionpoint-advisory-group
Retirement-group
Us-bancorp
Free-report
Wealth-planning
Point-advisory-group

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