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CreativeOne Wealth LLC Has $17.81 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

CreativeOne Wealth LLC increased its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 83,467 shares of the company’s stock after buying an additional 3,183 shares during the period. Vanguard Small-Cap ETF accounts for 1.1% […]

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Compass-ion-advisors
Wealth-advisors
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Aj-advisors
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One-wealth
Plan-investment-management
Financial-group

Pinnacle Financial Partners, Inc. (NASDAQ:PNFP) Shares Sold by AJ Advisors LLC

Pinnacle Financial Partners, Inc. (NASDAQ:PNFP) Shares Sold by AJ Advisors LLC
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AJ Advisors LLC Invests $230,000 in Starbucks Co. (NASDAQ:SBUX)

AJ Advisors LLC Invests $230,000 in Starbucks Co. (NASDAQ:SBUX)
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AJ Advisors LLC Increases Stake in The Procter & Gamble Company (NYSE:PG)

AJ Advisors LLC Increases Stake in The Procter & Gamble Company (NYSE:PG)
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Procter-gamble
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Health-care
Mendota-financial-group
Aj-advisors
Wyrmwood-management

AJ Advisors LLC Raises Holdings in Vanguard Value ETF (NYSEARCA:VTV)

AJ Advisors LLC lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 6.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 79,874 shares of the company’s stock after acquiring an additional 4,729 shares during the period. Vanguard Value ETF accounts for about 7.3% of AJ Advisors LLC’s portfolio, […]

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