TCI Wealth Advisors Inc. lowered its position in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 25.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,140 shares of the company’s stock after selling 1,100 shares during the period. TCI Wealth Advisors Inc.’s […]
Robertson Stephens Wealth Management LLC decreased its position in Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 27.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,623 shares of the company’s stock after selling 1,711 shares during the quarter. Robertson Stephens Wealth Management […]
Kovack Advisors Inc. cut its position in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 80.2% in the fourth quarter, Holdings Channel reports. The firm owned 2,806 shares of the company’s stock after selling 11,337 shares during the period. Kovack Advisors Inc.’s holdings in Vanguard Financials ETF were worth $259,000 as of its most recent […]
Monumental Financial Group Inc. lifted its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 63.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,162 shares of the company’s stock after purchasing an additional 3,554 shares during the […]
Birchcreek Wealth Management LLC trimmed its holdings in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 7.4% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 5,966 shares of the company’s stock after selling 477 shares during the quarter. Birchcreek Wealth Management LLC’s holdings in Vanguard Financials ETF were worth $550,000 at […]