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Exencial Wealth Advisors LLC Grows Stock Holdings in Dimensional US Large Cap Value ETF $DFLV
Exencial Wealth Advisors LLC boosted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 24.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 945,906 shares... More of this article »
Exencial Wealth Advisors LLC Has $31.25 Million Stake in Dimensional US High Profitability ETF $DUHP
Exencial Wealth Advisors LLC boosted its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 9.1% in the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Exencial Wealth Advisors LLC Sells 2,469 Shares of SPDR Gold Shares $GLD
Exencial Wealth Advisors LLC lowered its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 59,409... More of this article »
Dimensional US Small Cap Value ETF $DFSV is Exencial Wealth Advisors LLC’s 5th Largest Position
Exencial Wealth Advisors LLC boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 27.7% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Vanguard Small-Cap Value ETF $VBR Shares Sold by Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC lessened its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Exencial Wealth Advisors LLC Boosts Stock Position in Schwab U.S. Mid-Cap ETF $SCHM
Exencial Wealth Advisors LLC grew its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 16.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Dimensional International Small Cap Value ETF $DISV Shares Acquired by Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC lifted its holdings in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 22.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Exencial Wealth Advisors LLC Has $66.50 Million Stock Holdings in Vanguard Value ETF $VTV
Exencial Wealth Advisors LLC cut its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Exencial Wealth Advisors LLC Sells 22,273 Shares of Vanguard FTSE Developed Markets ETF $VEA
Exencial Wealth Advisors LLC lowered its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Exencial Wealth Advisors LLC Boosts Stock Holdings in Dimensional International Value ETF $DFIV
Exencial Wealth Advisors LLC boosted its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 14.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Comerica Bank Raises Position in Clearwater Analytics Holdings, Inc. $CWAN
Comerica Bank grew its holdings in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 19.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Cencora, Inc. $COR Shares Sold by Comerica Bank
Comerica Bank decreased its stake in Cencora, Inc. (NYSE:COR – Free Report) by 36.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 53,135 shares... More of this article »
Comerica Bank Raises Stock Position in Bright Horizons Family Solutions Inc. $BFAM
Comerica Bank grew its holdings in Bright Horizons Family Solutions Inc. (NYSE:BFAM – Free Report) by 92.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Comerica Bank Has $17.86 Million Stock Holdings in Q2 Holdings, Inc. $QTWO
Comerica Bank grew its position in shares of Q2 Holdings, Inc. (NYSE:QTWO – Free Report) by 30.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Sold by Comerica Bank
Comerica Bank lowered its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 8.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 226,086... More of this article »
Comerica Bank Acquires 45,660 Shares of AAON, Inc. $AAON
Comerica Bank grew its holdings in AAON, Inc. (NASDAQ:AAON – Free Report) by 23.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 238,462 shares of the... More of this article »
Comerica Bank Has $18.42 Million Holdings in SPDR Bloomberg Emerging Markets Local Bond ETF $EBND
Comerica Bank raised its holdings in shares of SPDR Bloomberg Emerging Markets Local Bond ETF (NYSEARCA:EBND – Free Report) by 17,042.9% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Comerica Bank Sells 1,574 Shares of Northrop Grumman Corporation $NOC
Comerica Bank reduced its holdings in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 4.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Comerica Bank Decreases Stock Holdings in Waste Management, Inc. $WM
Comerica Bank trimmed its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 3.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Comerica Bank Sells 91,689 Shares of Vanguard Real Estate ETF $VNQ
Comerica Bank decreased its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 31.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Invesco S&P 500 Equal Weight ETF $RSP Position Boosted by Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC grew its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 4.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
American Electric Power Company, Inc. $AEP Shares Sold by Comerica Bank
Comerica Bank lessened its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 7.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Comerica Bank Purchases 119,564 Shares of Rollins, Inc. $ROL
Comerica Bank lifted its position in shares of Rollins, Inc. (NYSE:ROL – Free Report) by 61.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Comerica Bank Trims Position in Kimberly-Clark Corporation $KMB
Comerica Bank cut its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 5.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Comerica Bank Sells 13,439 Shares of Zoetis Inc. $ZTS
Comerica Bank lessened its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 148,304... More of this article »
Comerica Bank Has $19.22 Million Stock Position in iShares MSCI ACWI ex U.S. ETF $ACWX
Comerica Bank grew its stake in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 6.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Comerica Bank Purchases 2,859 Shares of iShares Russell 2000 Value ETF $IWN
Comerica Bank boosted its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Comerica Bank Lowers Position in Southern Company (The) $SO
Comerica Bank lessened its stake in Southern Company (The) (NYSE:SO – Free Report) by 4.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 219,442 shares of the... More of this article »
Comerica Bank Sells 4,620 Shares of iShares Short Treasury Bond ETF $SHV
Comerica Bank trimmed its position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Norfolk Southern Corporation $NSC Shares Sold by Comerica Bank
Comerica Bank lessened its holdings in shares of Norfolk Southern Corporation (NYSE:NSC – Free Report) by 9.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Comerica Bank Sells 34,589 Shares of U.S. Bancorp $USB
Comerica Bank lowered its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 8.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Comerica Bank Acquires 21,889 Shares of Simpson Manufacturing Company, Inc. $SSD
Comerica Bank grew its holdings in shares of Simpson Manufacturing Company, Inc. (NYSE:SSD – Free Report) by 21.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 123,375 shares of the... More of this article »
Comerica Bank Cuts Holdings in CVS Health Corporation $CVS
Comerica Bank trimmed its holdings in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 9.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Comerica Bank Has $22.15 Million Holdings in Mondelez International, Inc. $MDLZ
Comerica Bank cut its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 12.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 411,402 shares... More of this article »
Comerica Bank Raises Stock Holdings in Pathward Financial, Inc. $CASH
Comerica Bank raised its position in shares of Pathward Financial, Inc. (NASDAQ:CASH – Free Report) by 371.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
FARMERS & MERCHANTS TRUST Co OF LONG BEACH Has $1.74 Million Position in The Home Depot, Inc. $HD
FARMERS & MERCHANTS TRUST Co OF LONG BEACH reduced its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 35.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Arista Networks, Inc. $ANET Shares Sold by Comerica Bank
Comerica Bank cut its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 6.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Comerica Bank Purchases 59,244 Shares of Construction Partners, Inc. $ROAD
Comerica Bank raised its position in shares of Construction Partners, Inc. (NASDAQ:ROAD – Free Report) by 30.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Comerica Bank Lowers Stock Position in iShares 1-3 Year Treasury Bond ETF $SHY
Comerica Bank lowered its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 12.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Comerica Bank Sells 21,259 Shares of The Charles Schwab Corporation $SCHW
Comerica Bank lessened its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 6.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Comerica Bank Acquires 59,903 Shares of Exponent, Inc. $EXPO
Comerica Bank boosted its holdings in shares of Exponent, Inc. (NASDAQ:EXPO – Free Report) by 23.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 314,203... More of this article »
Comerica Bank Cuts Stake in Deere & Company $DE
Comerica Bank reduced its stake in Deere & Company (NYSE:DE – Free Report) by 7.9% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 45,328 shares of the industrial products company’s... More of this article »
Comerica Bank Cuts Holdings in Duke Energy Corporation $DUK
Comerica Bank lessened its stake in Duke Energy Corporation (NYSE:DUK – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Comerica Bank Sells 29,395 Shares of iShares MSCI South Korea ETF $EWY
Comerica Bank decreased its holdings in shares of iShares MSCI South Korea ETF (NYSEARCA:EWY – Free Report) by 10.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 245,631 shares... More of this article »
Comerica Bank Lowers Holdings in Intel Corporation $INTC
Comerica Bank lessened its stake in Intel Corporation (NASDAQ:INTC – Free Report) by 7.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Comerica Bank Has $28.95 Million Stock Position in Danaher Corporation $DHR
Comerica Bank lowered its stake in Danaher Corporation (NYSE:DHR – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 126,467 shares of the conglomerate’s... More of this article »
Comerica Bank Has $30.97 Million Position in Vanguard Large-Cap ETF $VV
Comerica Bank lowered its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 10.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Comerica Bank Buys 70,233 Shares of Mercury Systems Inc $MRCY
Comerica Bank raised its stake in shares of Mercury Systems Inc (NASDAQ:MRCY – Free Report) by 31.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 292,098 shares of the... More of this article »