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Pacific Center for Financial Services Reduces Stock Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Pacific Center for Financial Services trimmed its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 22.6% in the 4th quarter, HoldingsChannel reports. The firm owned 2,340 shares of the company’s stock after selling 682 shares during the quarter. Pacific Center for Financial Services’ holdings in iShares Short Treasury Bond ETF were […]

United-states
Canada
Jpmorgan-chase-co
Financial-services
Barclays-short-treasury-bond-fund
Financial-service
Wells-fargo-company
Ausdal-financial-partners-inc
Hansen-associates-financial-group-inc
Securities-exchange-commission
Royal-bank

Elevate Wealth Advisory Inc. Purchases New Holdings in Avantis International Equity ETF (NYSEARCA:AVDE)

Elevate Wealth Advisory Inc. purchased a new stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 555 shares of the company’s stock, valued at approximately $34,000. Other institutional investors and hedge funds also […]

United-states
American
Securities-exchange-commission
Company-profile
Ausdal-financial-partners-inc
Lexaurum-advisors
Envestnet-portfolio-solutions-inc
Quarter-for-avantis-international-equity
Elevate-wealth-advisory-inc
Avantis-international-equity
Novar-wealth-inc

iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Acquired by XML Financial LLC

XML Financial LLC lifted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 42,107 shares of the exchange traded fund’s stock after acquiring an additional 452 shares during the quarter. XML Financial LLC’s holdings in iShares MSCI EAFE ETF were […]

New-york
United-states
Exchange-commission
Index-fund-the
Charles-schwab-investment-management-inc
York-state-common-retirement-fund
Capital-investment-advisors
Xml-financial
Ausdal-financial-partners-inc
Aptus-capital-advisors
Free-report

Regal Investment Advisors LLC Lowers Position in iShares MSCI EAFE Growth ETF (BATS:EFG)

Regal Investment Advisors LLC trimmed its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 27.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 51,633 shares of the company’s stock after selling 19,561 shares during the period. Regal Investment Advisors LLC’s […]

Australia
Ausdal-financial-partners-inc
Growth-index-fund
Regal-investment-advisors
Headlands-technologies
Wealthplan-investment-management
Company-profile
Aptus-capital-advisors
Free-report
Investment-advisors
Plan-investment-management

AT&T Inc. (NYSE:T) Stock Position Lifted by Kolinsky Wealth Management LLC

Kolinsky Wealth Management LLC lifted its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 14.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,089 shares of the technology company’s stock after purchasing an additional 1,629 shares during […]

Canada
United-states
America
Pathstone-family-office
Wealthplan-investment-management
Wolfe-research
Kolinsky-wealth-management
T-company-profile
T-wealthplan-investment-management
T-inc
Campbell-co-investment-adviser

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