WealthShield Partners LLC boosted its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 32.5% in the third quarter, Holdings Channel.com reports. The institutional investor owned 14,384 shares of the CRM provider’s stock after acquiring an additional 3,525 shares during the period. WealthShield Partners LLC’s holdings in Salesforce were worth $3,409,000 as of its most […]

WealthShield Partners LLC lessened its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 822,228 shares of the company’s stock after selling 24,331 shares during the quarter. Schwab International Equity ETF accounts […]

Poinciana Advisors Group LLC trimmed its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 5.6% in the third quarter, HoldingsChannel.com reports. The fund owned 225,323 shares of the company’s stock after selling 13,465 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for 7.3% of Poinciana […]