Waller Financial Planning Group Inc. lowered its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,786 shares of the company’s stock after selling 99 shares during the quarter. Vanguard S&P […]
Waller Financial Planning Group Inc. grew its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 20.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 131,866 shares of the company’s stock after buying an additional 22,661 […]
Waller Financial Planning Group Inc. trimmed its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 17.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 48,659 shares of the company’s stock after selling 10,081 shares during […]
Waller Financial Planning Group Inc. boosted its position in shares of Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 16.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 506,555 shares of the company’s stock after purchasing an additional 70,372 shares during the period. Invesco Russell 1000 Dynamic Multifactor ETF makes up […]
Laurel Wealth Advisors LLC cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 12,470 shares of the social networking company’s stock after selling 404 shares during the quarter. Laurel Wealth Advisors LLC’s holdings in Meta Platforms were worth $4,414,000 as of […]