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Journey Strategic Wealth LLC trimmed its position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free Report) by 2.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,134 shares of the company’s stock after selling 213 shares during the period. Journey Strategic […] ....
Laurel Wealth Planning LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 28,164 shares of the exchange traded fund’s stock after selling 342 shares during the quarter. iShares […] ....
Laurel Wealth Planning LLC increased its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 3.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,092 shares of the company’s stock after buying an additional 2,213 shares during the quarter. […] ....
Laurel Wealth Planning LLC lifted its position in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 124,176 shares of the company’s stock after buying an additional 1,711 shares during the period. Dimensional International Value ETF […] ....
Axxcess Wealth Management LLC Increases Stock Position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.