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Midland Wealth Advisors LLC Purchases New Stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Midland Wealth Advisors LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 563,684 shares of the company’s stock, valued at approximately $64,283,000. iShares S&P Mid-Cap […] ....

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Avantis International Equity ETF (NYSEARCA:AVDE) Shares Sold by True Wealth Design LLC

True Wealth Design LLC lowered its position in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 2.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 110,654 shares of the company’s stock after selling 2,728 shares during the quarter. Avantis International Equity ETF comprises […] ....

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SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK) Shares Sold by Personal CFO Solutions LLC

Personal CFO Solutions LLC cut its holdings in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 7.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 18,979 shares of the exchange traded fund’s stock after selling 1,443 shares during the […] ....

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Personal CFO Solutions LLC Boosts Stock Position in CVS Health Co. (NYSE:CVS)

Personal CFO Solutions LLC boosted its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 24.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,001 shares of the pharmacy operator’s stock after buying an additional 4,646 shares during the quarter. Personal CFO […] ....

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Tradition Wealth Management LLC Has $172,000 Stock Holdings in CVS Health Co. (NYSE:CVS)

Tradition Wealth Management LLC cut its stake in CVS Health Co. (NYSE:CVS – Free Report) by 7.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,180 shares of the pharmacy operator’s stock after selling 181 shares during the period. Tradition Wealth […] ....

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