Vawter Financial Ltd. purchased a new position in Avantis Moderate Allocation ETF (NYSEARCA:AVMA – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 4,360 shares of the company’s stock, valued at approximately $236,000. Vawter Financial Ltd. owned 21.80% of Avantis Moderate Allocation ETF at the […]
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.
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 […]
StrategIQ Financial Group LLC trimmed its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 4.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,073 shares of the financial services provider’s stock after selling 48 shares during the quarter. StrategIQ Financial […]
Envision Financial Planning LLC trimmed its position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 300,198 shares of the company’s stock after selling […]