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Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY) Shares Sold by Atlas Financial Advisors Inc.

Atlas Financial Advisors Inc. reduced its holdings in shares of Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 49.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,117 shares of the company’s stock after selling 12,635 shares during the period. […]

United-states
Callan-capital
B-oss-retirement-advisors
Atlas-financial-advisors-inc
Financial-wealth-advisors
Galvin-gaustad-stein
Lincoln-national-corp
Exchange-commission
Atlas-financial-advisors
Free-report
Financial-advisors

GUNN & Co INVESTMENT MANAGEMENT INC. Makes New Investment in Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

GUNN & Co INVESTMENT MANAGEMENT INC. purchased a new position in Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,426 shares of the company’s stock, valued at approximately $237,000. Other institutional investors […]

United-states
Yoder-wealth-management-inc
Gunn-co
Sunbelt-securities-inc
Wealth-management
Company-profile
Securities-exchange-commission
Bay-colony-advisory-group-inc
Galvin-gaustad-stein
Free-report
Colony-advisory-group-inc

Palo Alto Networks, Inc. (NASDAQ:PANW) is Motley Fool Wealth Management LLC's 2nd Largest Position

Palo Alto Networks, Inc. (NASDAQ:PANW) is Motley Fool Wealth Management LLC's 2nd Largest Position
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Lee-klarich
Joshd-paul
Palo-alto-networks
Palo-alto-networks-inc
Palo-alto-networks-price-performance
Exchange-commission
Capital-investment-advisors
Citigroup
Motley-fool-wealth-management
Nasdaq
Palo-alto-networks-company-profile
Needham-company

Yoder Wealth Management Inc. Raises Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Yoder Wealth Management Inc. lifted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,065 shares of the company’s stock after acquiring an additional 82 shares during […]

New-york
United-states
American
Yoder-wealth-management-inc
Bluesky-wealth-advisors
Culbertsonan-co
Galvin-gaustad-stein
Investment-advisors-inc
Vanguard-total-stock-market-index-fund
Nasdaq
Yoder-wealth-management

Yoder Wealth Management Inc. Sells 7,980 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Yoder Wealth Management Inc. lessened its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 19.2% during the 4th quarter, Holdings Channel reports. The firm owned 33,642 shares of the company’s stock after selling 7,980 shares during the period. Yoder Wealth Management Inc.’s holdings in Schwab U.S. REIT ETF were worth $697,000 at […]

Alaska
United-states
Holdings-channel
Bluesky-wealth-advisors
Galvin-gaustad-stein
Yoder-wealth-management-inc
Alaska-department-of-revenue
Charles-schwab
Global-retirement-partners
Yoder-wealth-management
Free-report

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