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Kestra Private Wealth Services LLC Has $9 46 Million Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Kestra Private Wealth Services LLC lowered its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 81,367 shares of the company’s stock after selling 500 shares […]

Anchor Capital Advisors LLC Sells 7,811 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Anchor Capital Advisors LLC Sells 7,811 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)
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Choreo LLC Has $27 33 Million Stake in Dimensional U S Targeted Value ETF (NYSEARCA:DFAT)

Choreo LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 522,237 shares of the company’s stock after selling 39,118 shares during the period. Choreo LLC owned 0.29% of Dimensional U.S. […]

Vance Wealth Inc Decreases Stake in Alphabet Inc (NASDAQ:GOOG)

Vance Wealth Inc Decreases Stake in Alphabet Inc (NASDAQ:GOOG)
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Kennon Green & Company LLC Increases Stock Holdings in Kenvue Inc (NYSE:KVUE)

Kennon Green & Company LLC boosted its holdings in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 100.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,438 shares of the company’s stock after buying an additional 17,753 shares during the period. […]

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