Congress Wealth Management LLC DE grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 541.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 299,722 shares of the company’s stock after buying an additional 252,991 shares […]
Johnson Financial Group Inc. lessened its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 17.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 3,842 shares of the company’s stock after selling 814 shares during the quarter. Johnson Financial Group Inc.’s holdings in iShares S&P 500 Value ETF were worth […]
Nixon Peabody Trust Co. bought a new stake in CVS Health Co. (NYSE:CVS – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund bought 3,897 shares of the pharmacy operator’s stock, valued at approximately $308,000. A number of other large investors have also added to or reduced their stakes in the company. Sepio […]
Nations Financial Group Inc. IA ADV lowered its stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 19.3% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 39,367 shares of the company’s stock after selling 9,394 shares during the period. Nations Financial […]
Nations Financial Group Inc. IA ADV lessened its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 23,911 shares of the company’s stock after selling 358 shares […]