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Adero Partners LLC Reduces Stock Position in Wells Fargo & Company (NYSE:WFC)

Adero Partners LLC lessened its holdings in Wells Fargo & Company (NYSE:WFC) by 38.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 22,853 shares of the financial services provider’s stock after selling 14,297 shares during the quarter. Adero Partners LLC’s holdings in Wells […]

United-states
Adero-partners
Wells-fargo-company
Quarter-for-wells-fargo-company
Norges-bank
Exchange-commission
Artemis-investment-management
Morgan-stanley
Wells-fargo-company-price-performance
News-ratings-for-wells-fargo-company-daily
Wells-fargo-company-announces-dividend

Adero Partners LLC Cuts Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Adero Partners LLC trimmed its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 2.9% during the fourth quarter, Holdings Channel reports. The fund owned 25,668 shares of the company’s stock after selling 755 shares during the period. Adero Partners LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth […]

United-states
Company-profile
Visionpoint-advisory-group
Securities-inc
Thompson-investment-management-inc
Securities-exchange-commission
Holdings-channel
Adero-partners
Moisand-fitzgerald-tamayo
States-quality-factor
Free-report

Adero Partners LLC Has $1.55 Million Stock Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Adero Partners LLC trimmed its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,078 shares of the company’s stock after selling 1,100 shares during the period. […]

New-york
United-states
Moss-adams-wealth-advisors
Adero-partners
Company-profile
Archvest-wealth-advisors-inc
Howe-rusling-inc
Exchange-commission
Management-ltd
York-life-investment-management
Vanguard-short-term-bond

Adero Partners LLC Has $825,000 Stake in NIKE, Inc. (NYSE:NKE)

Adero Partners LLC trimmed its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 7.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,603 shares of the footwear maker’s stock after selling 593 shares during the period. Adero Partners LLC’s holdings in […]

Massachusetts
United-states
Jack-purcell
Chuck-taylor
Markg-parker
Johanna-nielsen
Newport-trust-company
Jp-morgan-private-wealth-advisors
Nike-inc
Associates-corp
Morgan-stanley
Securities-exchange-commission

Adero Partners LLC Sells 1,547 Shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Adero Partners LLC reduced its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 29,745 shares of the company’s stock after selling 1,547 shares during the quarter. Adero […]

Securities-exchange-commission
Company-profile
Adero-partners
Benjaminf-edwards-company-inc
Gradient-investments
Cadent-capital-advisors
Vanguard-intermediate-term-bond
Free-report
Capital-advisors
Private-wealth
Investment-advisors

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