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Cassady Schiller Wealth Management LLC Reduces Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Cassady Schiller Wealth Management LLC lessened its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 67,886 shares of the company’s stock after selling 567 shares during […] ....

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Heartland Advisors Inc. Sells 1,561 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Heartland Advisors Inc. decreased its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 33,274 shares of the information services provider’s stock after selling 1,561 shares during the quarter. Heartland Advisors Inc.’s […] ....

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Alliant Energy Co. (NASDAQ:LNT) Position Trimmed by ING Groep NV

ING Groep NV decreased its holdings in Alliant Energy Co. (NASDAQ:LNT – Free Report) by 16.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 150,135 shares of the company’s stock after selling 28,592 shares during the quarter. ING Groep NV owned 0.06% of Alliant […] ....

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Curi Wealth Management LLC Lowers Position in JPMorgan Chase & Co. (NYSE:JPM)

Curi Wealth Management LLC decreased its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 91,296 shares of the financial services provider’s stock after selling 9,364 shares […] ....

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KLR Investment Advisors LLC Has $902,000 Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

KLR Investment Advisors LLC decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,300 shares of the financial services provider’s stock after selling 103 shares during the quarter. […] ....

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