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ARS Wealth Advisors Group LLC Sells 554 Shares of Salesforce, Inc (NYSE:CRM)

ARS Wealth Advisors Group LLC Sells 554 Shares of Salesforce, Inc (NYSE:CRM)
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Connecticut Wealth Management LLC Trims Stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Connecticut Wealth Management LLC lowered its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 41.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 6,674 shares of the company’s stock after selling 4,794 shares during the period. Connecticut Wealth Management LLC’s holdings in iShares 1-3 Year Treasury Bond […]

TCI Wealth Advisors Inc Takes $485,000 Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

TCI Wealth Advisors Inc. purchased a new position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 6,219 shares of the company’s stock, valued at approximately $485,000. […]

Avidian Wealth Solutions LLC Buys 1,847 Shares of iShares Core High Dividend ETF (NYSEARCA:HDV)

Avidian Wealth Solutions LLC grew its stake in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 68.9% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,529 shares of the exchange traded fund’s stock after acquiring an additional 1,847 shares during the period. […]

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