TrueWealth Advisors, Key Financial, and Fullcircle Wealth cut investments in S&P 500 ETFs.
TrueWealth Advisors LLC, Key Financial Inc, and Fullcircle Wealth LLC have reduced their investments in the iShares S&P 500 Value ETF (IVE) and the iShares Core S&P 500 ETF (IVV). These adjustments reflect a strategic shift in their portfolio management, as firms periodically reassess their holdings based on market conditions and investment strategies.
November 03, 2024
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