Wedmont Private Capital Has $743,000 Position in ... - ETF Daily …

1 day ago · Wedmont Private Capital increased its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 14.2% in the 4th quarter, according to its most recent …

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Wedmont Private Capital Has $743,000 Position In ... - ETF Daily …

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1 day ago · Wedmont Private Capital increased its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 14.2% in the 4th quarter, according to its most recent …

etfdailynews.com

$635000
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Wedmont Private Capital Buys 70 Shares Of Equinix, Inc ... - ETF …

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1 day ago · Wedmont Private Capital Purchases 20,547 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) Wedmont Private Capital Has $635,000 Stock Position in Dimensional …

etfdailynews.com

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Wedmont Private Capital Increases Position In AutoZone ... - ETF …

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1 day ago · Wedmont Private Capital boosted its holdings in AutoZone, Inc. (NYSE:AZO – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the …

etfdailynews.com

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Wedmont Private Capital Sells 3,762 Shares Of Invesco QQQ

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3 days ago · Wedmont Private Capital trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 20.0% during the fourth quarter, according to the company …

marketbeat.com

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Wedmont Private Capital Boosts Stock Position In Walmart

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3 days ago · Wedmont Private Capital raised its position in shares of Walmart Inc. (NYSE:WMT - Free Report) by 14.5% in the 4th quarter, according to the company in its most recent …

marketbeat.com

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Wedmont Private Capital Raises Stock Holdings In AT&T Inc.

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3 days ago · Wedmont Private Capital lifted its holdings in shares of AT&T Inc. (NYSE:T - Free Report) by 68.1% in the 4th quarter, according to the company in its most recent 13F filing with …

marketbeat.com

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Wedmont Private Capital Has $635,000 Stock Position In ... - ETF …

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1 day ago · Wedmont Private Capital raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 25.5% in the 4th quarter, according to its most recent …

etfdailynews.com

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Fast-Growing Flat Fee Firm Achieves Significant Milestone

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Jan 25, 2024 · Wedmont Private Capital (https://wedmont.com), one of the nation's largest flat fee private wealth management firms, has reached a significant milestone by surpassing $1.5 …

yahoo.com

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Wedmont Private Capital Portfolio | Wedmont Private Capital 13F ...

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Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; Wedmont Private Capital: Wedmont Private Capital: 4.82%: $1775097000

hedgefollow.com

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Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO) Shares

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1 day ago · Invesco S&P 500 Momentum ETF Stock Up 0.1 %. SPMO opened at $95.50 on Wednesday. The firm has a market cap of $1.54 billion, a P/E ratio of 20.66 and a beta of …

etfdailynews.com

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WEDMONT PRIVATE CAPITAL Top 13F Holdings

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Wedmont Private Capital is a large advisory firm with 310 clients and discretionary assets under management (AUM) of $1,574,068,071 (Form ADV from 2024-02-27). Their last reported 13F …

whalewisdom.com

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Wedmont Private Capital Purchases 20,547 Shares Of ... - ETF Daily …

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1 day ago · Wedmont Private Capital lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 200.1% in the fourth quarter, according to the company …

etfdailynews.com

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Wedmont Private Capital Has $9.77 Million Stock Position In …

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3 days ago · Wedmont Private Capital boosted its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 11.2% in the fourth quarter, according to its most recent filing with the …

marketbeat.com

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Wedmont Private Capital Has $3.14 Million Stock Position In …

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3 days ago · Wedmont Private Capital decreased its stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 10.8% during the 4th quarter, HoldingsChannel reports. …

slatersentinel.com

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Wedmont Private Capital Has $475,000 Stock Position In ... - ETF …

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11 hours ago · Wedmont Private Capital lifted its stake in shares of Discover Financial Services (NYSE:DFS) by 4.8% in the 4th quarter, according to its most recent Form 13F filing with the …

etfdailynews.com

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Wedmont Private Capital Grows Position In Medtronic ... - ETF …

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Oct 13, 2024 · Wedmont Private Capital raised its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 10.5% in the third quarter, according to its most recent Form …

etfdailynews.com

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Wedmont Private Capital Has $16.51 Million Holdings In

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3 days ago · Wedmont Private Capital boosted its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 9.7% in the fourth quarter, according to the company in …

marketbeat.com

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Wedmont Private Capital Increases Position In General ... - ETF …

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Oct 10, 2024 · Wedmont Private Capital boosted its position in General Electric (NYSE:GE – Free Report) by 5.0% in the 3rd quarter, according to its most recent filing with the SEC. The firm …

etfdailynews.com

FAQs about Wedmont Private Capital Has $743,000 Position in ... - ETF Daily … Coupon?

Does wedmont private capital own iShares Core dividend growth ETF?

Wedmont Private Capital increased its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 14.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,292 shares of the company’s stock after purchasing an additional 1,526 shares during the period. ...

Did wedmont private capital raise its stake in dimensional ETF?

Wedmont Private Capital raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 25.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. ...

How many shares does wedmont private capital own?

The institutional investor owned 2,802 shares of the financial services provider’s stock after buying an additional 129 shares during the period. Wedmont Private Capital’s holdings in Discover Financial Services were worth $475,000 as of its most recent SEC filing. ...

Does wedmont private capital own Equinix?

Wedmont Private Capital lifted its stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 7.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,032 shares of the financial services provider’s stock after acquiring an additional 70 shares during the quarter. ...

Does wedmont private capital own Schwab US Large-Cap ETF?

The fund owned 30,815 shares of the company’s stock after acquiring an additional 20,547 shares during the quarter. Wedmont Private Capital’s holdings in Schwab US Large-Cap ETF were worth $709,000 at the end of the most recent reporting period. ...

How much is wedmont private capital's DFAT ETF worth?

Wedmont Private Capital’s holdings in Dimensional U.S. Targeted Value ETF were worth $635,000 as of its most recent filing with the Securities and Exchange Commission. A number of other institutional investors also recently modified their holdings of DFAT. ...