Institute for Wealth Management LLC. Lowers Stock Position in KLA Co. (NASDAQ:KLAC)


by The Cerbat Gem

The Cerbat Gem— Institute for Wealth Management LLC. cut its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,428 shares of the semiconductor company’s stock after selling 53 shares during the period. Institute for Wealth […]

The Cerbat Gem—Texas Instruments Incorporated (NASDAQ:TXN) Position Boosted by Institute for Wealth Management LLC.. Institute for Wealth Management LLC. lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 29,278 shares of the semiconductor company’s stock after purchasing an additional 272 shares during the period. Texas […]

The Cerbat Gem—The Home Depot, Inc. (NYSE:HD) Stock Position Lowered by Birchcreek Wealth Management LLC. Birchcreek Wealth Management LLC lessened its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 8.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,851 shares of the home improvement retailer’s stock after selling 179 shares during the quarter. Birchcreek Wealth Management LLC’s holdings in Home Depot were worth $641,000 […]

The Cerbat Gem—Institute for Wealth Management LLC. Has $1.71 Million Stock Position in SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX). Institute for Wealth Management LLC. cut its stake in shares of SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,749 shares of the company’s stock after selling 859 shares during the […]