SC&H Financial Advisors Inc. cut its stake in shares of Avantis Real Estate ETF (NYSEARCA:AVRE – Free Report) by 20.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 24,698 shares of the company’s stock after selling 6,278 shares during the period. SC&H Financial Advisors Inc. […]
Segment Wealth Management LLC Has $744,000 Stock Holdings in Invesco BulletShares 2024 High Yield Corporate Bond ETF (NASDAQ:BSJO) 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.
Segment Wealth Management LLC Increases Stake in Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Householder Group Estate & Retirement Specialist LLC lessened its stake in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 24.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 610 shares of the company’s stock after selling 196 shares during the period. Householder […]
Werba Rubin Papier Wealth Management raised its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 9,532 shares of the oil and gas company’s stock after purchasing an additional 148 shares during the quarter. Werba Rubin Papier Wealth Management’s holdings in Exxon Mobil […]