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Crewe Advisors LLC Invests $82,000 in iShares MBS ETF (NASDAQ:MBB)

Crewe Advisors LLC purchased a new position in iShares MBS ETF (NASDAQ:MBB – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 876 shares of the company’s stock, valued at approximately $82,000. Other hedge funds and other institutional investors have also […] ....

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Financial Advisors Network Inc. Decreases Stake in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Financial Advisors Network Inc. reduced its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 7.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 102,163 shares of the exchange traded fund’s stock after selling 8,784 shares […] ....

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Opus Investment Management Inc. Grows Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Opus Investment Management Inc. increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 6.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 26,222 shares of the company’s stock after purchasing an additional 1,681 shares during the quarter. Schwab US Dividend Equity ETF comprises about 1.1% of […] ....

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Balentine LLC Purchases 64,550 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)

Balentine LLC lifted its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 46.3% in the 4th quarter, Holdings Channel.com reports. The fund owned 203,984 shares of the exchange traded fund’s stock after acquiring an additional 64,550 shares during the period. iShares National Muni Bond ETF comprises 0.7% of Balentine LLC’s investment […] ....

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Crewe Advisors LLC Increases Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Crewe Advisors LLC lifted its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 11.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 64,027 shares of the exchange traded fund’s stock after purchasing an additional 6,407 shares during the quarter. iShares MSCI […] ....

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