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Riverpoint Wealth Management Holdings LLC Buys 172 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Riverpoint Wealth Management Holdings LLC raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,093 shares of the company’s stock after buying an additional 172 shares during the period. Vanguard […]

Exchange-commission
Raymond-james-associates
Pinnacle-associates-ltd
Vanguard-dividend-appreciation-index-fund
Linden-thomas-advisory-services
Callahan-advisors
Riverpoint-wealth-management-holdings
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Vanguard-dividend-appreciation
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Dividend-appreciation

Great Valley Advisor Group Inc. Buys 38,992 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Great Valley Advisor Group Inc. boosted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 13.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 329,732 shares of the company’s stock after purchasing an additional 38,992 […]

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Red-tortoise
Great-valley-advisor-group-inc
Riverpoint-wealth-management-holdings
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Advisors-capital-management
Great-valley-advisor-group
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Valley-advisor-group
Wealth-management-holdings

Riverpoint Wealth Management Holdings LLC Acquires Shares of 10,032 SPDR MSCI USA StrategicFactors ETF (NYSEARCA:QUS)

Riverpoint Wealth Management Holdings LLC bought a new stake in SPDR MSCI USA StrategicFactors ETF (NYSEARCA:QUS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 10,032 shares of the company’s stock, valued at approximately $1,325,000. SPDR MSCI USA StrategicFactors […]

Riverpoint-wealth-management-holdings
Valley-national-advisers-inc
Financial-group
Exchange-commission
Blair-william-co
Authentikos-wealth-advisory
First-horizon-advisors-inc
States-strategicfactors
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Wealth-management-holdings
Wealth-advisory

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Riverpoint Wealth Management Holdings LLC

Riverpoint Wealth Management Holdings LLC trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 29.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,295 shares of the exchange traded fund’s stock after selling 3,396 shares during […]

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Exchange-commission
Zhang-financial
Index-fund
Fusion-family-wealth
Riverpoint-wealth-management-holdings
Lowe-brockenbrough-co
Stockman-wealth-management-inc
Shares-core-sp-small-cap
Free-report
Wealth-management-holdings

Riverpoint Wealth Management Holdings LLC Has $16.09 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Riverpoint Wealth Management Holdings LLC increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 36,828 shares of the company’s stock after acquiring an additional 364 shares during the period. Vanguard […]

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Wellington
New-zealand-general
New-zealand
Phillips-financial-management
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Sightline-wealth-advisors
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Riverpoint-wealth-management-holdings
Wellington-management-group

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