Weatherly Asset Management L. P. cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,350 shares of the exchange traded fund’s stock after selling 149 shares during the period. Weatherly Asset […]
Signet Financial Management LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 9,586 shares of the company’s stock after selling 143 shares during the quarter. Signet Financial Management LLC’s holdings […]
Institute for Wealth Management LLC. decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,082 shares of the industrial products company’s stock after selling 55 shares during the quarter. […]
Institute for Wealth Management LLC. lessened its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 23,825 shares of the electric vehicle producer’s stock after selling 313 shares during the quarter. Tesla […]
Institute for Wealth Management LLC. lessened its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,672 shares of the home improvement retailer’s stock after selling 61 shares during the period. Institute for Wealth Management LLC.’s holdings […]
Zhang Financial LLC decreased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 491,149 shares of the company’s stock after selling 1,798 shares during the quarter. […]
Alpha Omega Wealth Management LLC decreased its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 0.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,645 shares of the biopharmaceutical company’s stock after selling 300 shares during the quarter. Alpha Omega Wealth […]
Prosperity Wealth Management Inc. trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 34.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,378 shares of the company’s stock after selling 732 shares […]
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 […]
Delta Financial Advisors LLC decreased its holdings in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,011 shares of the financial services provider’s stock after selling 308 […]
Carnegie Capital Asset Management LLC boosted its position in Vanguard Mid-Cap Index Fund ETF Shares (NYSEARCA:VO – Free Report) by 8.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,622 shares of the company’s stock after purchasing an additional 3,698 shares during the […]
NewEdge Wealth LLC lowered its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 10.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 10,124 shares of the information technology services provider’s stock after selling 1,240 shares during the quarter. NewEdge Wealth LLC’s holdings in ServiceNow were […]