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Pathstone Holdings LLC Buys Shares of 206,123 Vanguard S&P 500 Value ETF (NYSEARCA:VOOV)

Pathstone Holdings LLC bought a new stake in Vanguard S&P 500 Value ETF (NYSEARCA:VOOV – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 206,123 shares of the company’s stock, valued at approximately $34,618,000. Pathstone Holdings LLC owned about 0.93% […]

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Retirement Capital Strategies Purchases 231 Shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Retirement Capital Strategies raised its position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,051 shares of the company’s stock after purchasing an additional 231 shares during […]

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Retirement Capital Strategies Has $2.54 Million Stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Retirement Capital Strategies raised its stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 30,051 shares of the company’s stock after purchasing an additional 231 shares during the […]

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Crossmark Global Holdings Inc. Cuts Holdings in Caterpillar Inc. (NYSE:CAT)

Crossmark Global Holdings Inc. cut its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 17.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,070 shares of the industrial products company’s stock after selling 8,197 shares during the quarter. Crossmark Global […]

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Crossmark Global Holdings Inc. Cuts Holdings in Caterpillar Inc. (NYSE:CAT)

Crossmark Global Holdings Inc. cut its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 17.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,070 shares of the industrial products company’s stock after selling 8,197 shares during the quarter. Crossmark Global […]

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