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The Procter & Gamble Company (NYSE:PG) Shares Sold by Peapack Gladstone Financial Corp

Peapack Gladstone Financial Corp reduced its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.5% during the 4th quarter, HoldingsChannel.com reports. The fund owned 310,863 shares of the company’s stock after selling 4,779 shares during the quarter. Procter & Gamble makes up about 0.8% of Peapack Gladstone Financial Corp’s […] ....

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Relative Value Partners Group LLC Grows Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Relative Value Partners Group LLC raised its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 48.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 196,687 shares of the company’s stock after purchasing an additional 64,084 shares during […] ....

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iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Purchased by Kestra Private Wealth Services LLC

iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Purchased by Kestra Private Wealth Services LLC
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Total Wealth Planning LLC Has $782,000 Holdings in Chevron Co. (NYSE:CVX)

Total Wealth Planning LLC lessened its stake in Chevron Co. (NYSE:CVX – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,246 shares of the oil and gas company’s stock after selling 100 shares during the quarter. […] ....

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Total Wealth Planning LLC Purchases 127,125 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Total Wealth Planning LLC raised its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 34.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 495,687 shares of the company’s stock after acquiring an additional 127,125 shares during […] ....

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