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Woodard & Co Asset Management Group Inc ADV Makes New Investment in T Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Woodard & Co. Asset Management Group Inc. ADV purchased a new position in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 145,877 shares of the company’s stock, valued at […]

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Venturi Wealth Management LLC Grows Position in BlackRock U S Carbon Transition Readiness ETF (NYSEARCA:LCTU)

Venturi Wealth Management LLC boosted its stake in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) by 38.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 13,745 shares of the company’s stock after purchasing an additional 3,800 […]

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SNS Financial Group LLC Has $3 47 Million Holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI)

SNS Financial Group LLC Has $3 47 Million Holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI)
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Dell Technologies Inc (NYSE:DELL) Shares Sold by Monte Financial Group LLC

Dell Technologies Inc (NYSE:DELL) Shares Sold by Monte Financial Group LLC
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Sharkey Howes & Javer Purchases 136 Shares of The Procter & Gamble Company (NYSE:PG)

Sharkey Howes & Javer raised its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 8.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,840 shares of the company’s stock after buying an additional 136 shares during the period. Sharkey Howes […]

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