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Elevate Wealth Advisory Inc Invests $506,000 in Dimensional International Small Cap Value ETF (BATS:DISV)

Elevate Wealth Advisory Inc. bought a new stake in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 19,639 shares of the company’s stock, valued at approximately $506,000. […]

Logan Capital Management Inc Lowers Stock Position in ConocoPhillips (NYSE:COP)

Logan Capital Management Inc. lowered its position in ConocoPhillips (NYSE:COP – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 93,235 shares of the energy producer’s stock after selling 1,390 shares during the period. Logan Capital Management Inc.’s holdings in ConocoPhillips […]

Gabelli Funds LLC Lowers Holdings in ConocoPhillips (NYSE:COP)

Gabelli Funds LLC reduced its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 0.7% in the fourth quarter, HoldingsChannel reports. The firm owned 529,600 shares of the energy producer’s stock after selling 3,800 shares during the period. Gabelli Funds LLC’s holdings in ConocoPhillips were worth $61,471,000 as of its most recent SEC filing. […]

Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) Shares Sold by Intrepid Financial Planning Group LLC

Intrepid Financial Planning Group LLC decreased its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,078 shares of the company’s stock after selling 436 shares […]

Intrepid Financial Planning Group LLC Sells 925 Shares of ARK Innovation ETF (NYSEARCA:ARKK)

Intrepid Financial Planning Group LLC reduced its position in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,540 shares of the company’s stock after selling 925 shares during the period. […]

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