Home » Author Archive

Image for Legacy Financial Group LLC Cuts Stock Holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Legacy Financial Group LLC Cuts Stock Holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Legacy Financial Group LLC trimmed its position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 3.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 11,233 shares of the company’s... More of this article »
Image for Klaas Financial Asset Advisors LLC Has $2.73 Million Stake in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Klaas Financial Asset Advisors LLC Has $2.73 Million Stake in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Klaas Financial Asset Advisors LLC lifted its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF – Free Report) by 1.5% during the 4th quarter, Holdings Channel reports. The firm owned 42,293 shares of the company’s... More of this article »
Image for Cathy Pareto & Associates Inc. Takes Position in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ)

Cathy Pareto & Associates Inc. Takes Position in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ)

Cathy Pareto & Associates Inc. acquired a new stake in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Investment Research & Advisory Group Inc. Acquires 370 Shares of The Procter & Gamble Company (NYSE:PG)

Investment Research & Advisory Group Inc. Acquires 370 Shares of The Procter & Gamble Company (NYSE:PG)

Investment Research & Advisory Group Inc. boosted its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 3.9% during the 4th quarter, Holdings Channel reports. The firm owned 9,948 shares of the company’s... More of this article »
Image for Tennessee Valley Asset Management Partners Sells 1,467 Shares of iShares S&P 100 ETF (NYSEARCA:OEF)

Tennessee Valley Asset Management Partners Sells 1,467 Shares of iShares S&P 100 ETF (NYSEARCA:OEF)

Tennessee Valley Asset Management Partners cut its position in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 4.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »