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American Investment Services Inc. Sells 123 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

American Investment Services Inc. trimmed its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,598 shares of the exchange traded fund’s stock after selling 123 shares […]

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American
Kestra-private-wealth-services
Securities-exchange-commission
Wealthplan-investment-management
American-investment-services-inc
Financial-group
Kingsview-wealth-management
Growth-index-fund
Valmark-advisers-inc
American-investment-services

GM Advisory Group LLC Acquires 200 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

GM Advisory Group LLC raised its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,545 shares of the exchange traded fund’s stock after acquiring an additional 200 shares […]

Valmark-advisers-inc
Kingsview-wealth-management
Growth-index-fund
Exchange-commission
Kestra-private-wealth-services
Gm-advisory-group
Wealthplan-investment-management
Financial-group
Shares-russell
Free-report
Plan-investment-management

Sprinkle Financial Consultants LLC Makes New $1.51 Million Investment in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM)

Sprinkle Financial Consultants LLC bought a new position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 26,699 shares of the company’s stock, valued at approximately $1,506,000. Avantis Emerging Markets […]

Sprinkle-financial-consultants
Wealthplan-investment-management
Securities-exchange-commission
Strategic-financial-concepts
Lincoln-national-corp
Valmark-advisers-inc
York-mellon-corp
Avantis-emerging-markets-equity
Free-report
Emerging-markets-equity
New-york-mellon-corp

The Boeing Company (NYSE:BA) Shares Acquired by TFO Wealth Partners LLC

TFO Wealth Partners LLC boosted its position in shares of The Boeing Company (NYSE:BA – Free Report) by 35,250.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,414 shares of the aircraft producer’s stock after purchasing an additional 1,410 […]

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Northcoast-research
Deutsche-bank-aktiengesellschaft
Kingsview-wealth-management
Exchange-commission
Wealth-partners
Barclays
Great-lakes-advisors
Global-services
Keybank-national-association
Boeing
Valmark-advisers-inc

Chesapeake Wealth Management Buys 3,850 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Chesapeake Wealth Management raised its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 5.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 74,371 shares of the company’s stock after acquiring an additional 3,850 shares during the period. Schwab US Broad Market […]

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Lincoln-national-corp
Clearstead-advisors
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Free-report
Wealth-management
National-corp
Financial-concepts

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