Oakwell Private Wealth Management LLC grew its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Get Rating) by 31.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 7,036 shares of the company’s stock after purchasing an additional 1,665 shares during the quarter. Oakwell Private Wealth Management LLC’s holdings in Avantis U.S. Equity […]
Oakwell Private Wealth Management LLC boosted its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Get Rating) by 8.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 152,125 shares of the company’s stock after purchasing an additional 11,823 shares during the […]
Oakwell Private Wealth Management LLC boosted its position in SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Get Rating) by 10.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,451 shares of the company’s stock after purchasing an additional 2,666 shares during […]
Oakwell Private Wealth Management LLC acquired a new position in shares of Ares Capital Co. (NASDAQ:ARCC – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 11,100 shares of the investment management company’s stock, valued at approximately $205,000. Other large […]
Oakwell Private Wealth Management LLC decreased its position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Get Rating) by 21.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 34,832 shares of the company’s stock after selling 9,542 shares […]