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Syverson Strege & Co Purchases New Position in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

Syverson Strege & Co acquired a new position in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 40,491 shares of the company’s stock, valued at approximately $1,297,000. Dimensional International […]

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Northland-capital-management
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Modera-wealth-management
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Financial-connections-group-inc
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Syverson-strege

Syverson Strege & Co Grows Stock Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Syverson Strege & Co lifted its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 0.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 306,200 shares of the company’s stock after purchasing an additional 1,395 […]

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Exchange-commission
Sequoia-financial-advisors
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Aquire-wealth-advisors
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Kooman-associates
Syverson-strege
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Wealth-management
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LGBTQ+ clients' financial needs are diverse, just like them

LGBTQ+ clients' financial needs are diverse, just like them
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New-jersey
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Modera-wealth

Invesco Preferred ETF (NYSEARCA:PGX) Shares Acquired by Cohen & Steers Inc.

Cohen & Steers Inc. boosted its position in Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 1,074,842.8% in the 4th quarter, Holdings Channel reports. The fund owned 6,707,643 shares of the company’s stock after purchasing an additional 6,707,019 shares during the period. Cohen & Steers Inc.’s holdings in Invesco Preferred ETF were worth $76,937,000 at […]

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Da-davidson
Financial-advisors-inc
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Capital-investment-advisory-services
Modera-wealth-management
Cohen-steers-inc
Invesco-preferred
Free-report

Continuum Advisory LLC Takes Position in iShares U.S. Medical Devices ETF (NYSEARCA:IHI)

Continuum Advisory LLC purchased a new stake in shares of iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 64,549 shares of the company’s stock, valued at approximately $3,484,000. Continuum Advisory LLC owned about 0.06% of […]

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Workers-social-insurance-fund-ltd
Modera-wealth-management
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Blackrock
Continuum-advisory
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