Mattern Wealth Management LLC lifted its position in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 13.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,804 shares of the company’s stock after acquiring an additional 6,518 shares during the period. […]

1858 Wealth Management LLC reduced its position in SPDR S&P Insurance ETF (NYSEARCA:KIE – Free Report) by 1.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 14,459 shares of the exchange traded fund’s stock after selling 263 shares during the period. 1858 Wealth Management LLC owned 0.10% […]

Gilliland Jeter Wealth Management LLC lifted its holdings in shares of iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF – Free Report) by 26.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,446 shares of the company’s stock after […]

Accurate Wealth Management LLC trimmed its holdings in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 3.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,383 shares of the company’s stock after selling 492 shares during the period. Accurate Wealth Management […]