Southern Wealth Management LLP boosted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 4.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,571 shares of the company’s stock after buying an additional 1,518 shares during the quarter. Southern Wealth […]
Southern Wealth Management LLP bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 18,319 shares of the company’s stock, valued at approximately $2,909,000. Vanguard Small-Cap Value ETF accounts for 1.2% of Southern […]
Pinnacle Wealth Planning Services Inc. decreased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 72.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,043 shares of the exchange traded fund’s stock after selling 53,403 shares during the quarter. […]
Southern Wealth Management LLP lowered its position in First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI – Get Rating) by 37.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,031 shares of the company’s stock after selling […]
Southern Wealth Management LLP decreased its position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Get Rating) by 9.0% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 46,376 shares of the company’s stock after selling 4,567 shares during the period. iShares Russell Mid-Cap Growth ETF comprises approximately […]