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52,104 Shares in JPMorgan US Value Factor ETF (NYSEARCA:JVAL) Acquired by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. acquired a new position in shares of JPMorgan US Value Factor ETF (NYSEARCA:JVAL – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 52,104 shares of the company’s stock, valued at approximately $2,010,000. Confluence Wealth Services […]

Canada
Confluence-wealth-services-inc
Securities-exchange-commission
Royal-bank
Goldman-sachs-group-inc
Snider-financial-group
Jaffetilchin-investment-partners
Confluence-wealth-services
Free-report
Wealth-services
Investment-advisers

Bleakley Financial Group LLC Purchases 31,900 Shares of Vanguard Tax-Exempt Bond Index Fund ETF Shares (NYSEARCA:VTEB)

Bleakley Financial Group LLC raised its position in Vanguard Tax-Exempt Bond Index Fund ETF Shares (NYSEARCA:VTEB – Free Report) by 2.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,388,962 shares of the company’s stock after purchasing an additional 31,900 shares during the period. […]

Bleakley-financial-group
Pinnacle-associates-ltd
Company-profile
Bond-index-fund
Kohmann-bosshard-financial-services
Ameritas-investment-partners-inc
Snider-financial-group
Triagen-wealth-management
Vanguard-tax-exempt-bond-index-fund
Free-report
Tax-exempt-bond-index-fund

Valley National Advisers Inc. Lowers Stock Holdings in Vanguard Tax-Exempt Bond Index Fund ETF Shares (NYSEARCA:VTEB)

Valley National Advisers Inc. Lowers Stock Holdings in Vanguard Tax-Exempt Bond Index Fund ETF Shares (NYSEARCA:VTEB)
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Snider-financial-group
Kohmann-bosshard-financial-services
Bond-index-fund
Valley-national-advisers-inc
Ameritas-investment-partners-inc
Pinnacle-associates-ltd
Triagen-wealth-management
Valley-national-advisers
Vanguard-tax-exempt-bond-index-fund
Free-report
National-advisers

Confluence Wealth Services Inc. Acquires Shares of 52,104 JPMorgan US Value Factor ETF (NYSEARCA:JVAL)

Confluence Wealth Services Inc. bought a new position in shares of JPMorgan US Value Factor ETF (NYSEARCA:JVAL – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 52,104 shares of the company’s stock, valued at approximately $2,010,000. A number of other large investors have also modified their holdings of the business. Stratos Wealth […]

Householder-group-estate-retirement-specialist
Confluence-wealth-services-inc
Wealth-management
Stratos-wealth-partners
Snider-financial-group
First-citizens-bank-trust-co
Confluence-wealth-services
Free-report
Wealth-partners
Group-estate
Retirement-specialist

Trifecta Capital Advisors LLC Sells 980 Shares of Bank of America Co. (NYSE:BAC)

Trifecta Capital Advisors LLC reduced its position in shares of Bank of America Co. (NYSE:BAC) by 39.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,508 shares of the financial services provider’s stock after selling 980 shares during the period. Trifecta […]

United-states
America
Alphinity-investment-management-pty-ltd
Exchange-commission
Odeon-capital-group
Trifecta-capital-advisors
Barclays
News-ratings-for-bank
Moneta-group-investment-advisors
Quarter-for-bank
America-corporation

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