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Client 1ST Advisory Group LLC Cuts Holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Client 1ST Advisory Group LLC reduced its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 14.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 15,400 shares of the company’s stock after selling 2,587 shares during the […]

United-states
Exchange-commission
Company-profile
Tradition-wealth-management
Baystate-wealth-management
Elk-river-wealth-management
St-advisory-group
Wetzel-investment-advisors-inc
Peddock-capital-advisors
States-value-factor
Free-report

Client 1ST Advisory Group LLC Sells 4,722 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Client 1ST Advisory Group LLC lessened its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 18.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,364 shares of the company’s stock after selling 4,722 shares […]

United-states
Blackrock
Company-profile
Exchange-commission
A-davidson
Sequoia-financial-advisors
Wealthplan-investment-management
St-advisory-group
Catalyst-capital-advisors
Soltis-investment-advisors
States-min-vol-factor

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Client 1ST Advisory Group LLC's 7th Largest Position

Client 1ST Advisory Group LLC reduced its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 29.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 129,240 shares of the company’s stock after selling 54,941 shares during the quarter. Schwab U.S. Aggregate […]

St-advisory-group
Goldman-sachs-group-inc
Charles-schwab
Cerity-partners
Jpmorgan-chase-co
Exchange-commission
Alliance-wealth-management-group
Charles-schwab-investment-management-inc
Free-report
Schwab-investment-management
Sachs-group

Client 1ST Advisory Group LLC Raises Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Client 1ST Advisory Group LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,441 shares of the company’s stock after purchasing an additional 194 shares during the period. iShares Core S&P 500 ETF makes up 0.8% […]

United-states
Morgan-stanley
St-advisory-group
Holdings-channel
Envestnet-portfolio-solutions-inc
Alberta-investment-management-corp
Jpmorgan-chase-co
International-assets-investment-management
Free-report
Assets-investment-management
Portfolio-solutions

Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Stock Position Lifted by Client 1ST Advisory Group LLC

Client 1ST Advisory Group LLC raised its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 47.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,152,500 shares of the company’s stock after acquiring an additional 372,712 […]

Legacy-financial-group-inc
Securities-exchange-commission
St-advisory-group
Envestnet-asset-management-inc
Peapack-gladstone-financial-corp
Exencial-wealth-advisors
Free-report
Asset-management
Wealth-advisors
Gladstone-financial-corp
Legacy-financial-group

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