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Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Sold by New Hampshire Trust
New Hampshire Trust decreased its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 1.1% in the fourth quarter, Holdings Channel reports. The firm owned 118,215 shares of the exchange traded fund’s... More of this article »
Lockerman Financial Group Inc. Takes $229,000 Position in The Williams Companies, Inc. (NYSE:WMB)
Lockerman Financial Group Inc. bought a new position in shares of The Williams Companies, Inc. (NYSE:WMB – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
JPMorgan US Value Factor ETF (NYSEARCA:JVAL) Holdings Decreased by Planned Solutions Inc.
Planned Solutions Inc. lessened its position in shares of JPMorgan US Value Factor ETF (NYSEARCA:JVAL – Free Report) by 3.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 240,583 shares of the company’s... More of this article »
Exchange Bank Has $666,000 Stake in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY)
Exchange Bank lifted its position in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 18.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Courage Miller Partners LLC Has $4.17 Million Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Courage Miller Partners LLC raised its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 0.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 53,925 shares... More of this article »
Chesley Taft & Associates LLC Boosts Stock Holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)
Chesley Taft & Associates LLC lifted its position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 29.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 117,110 shares of the company’s... More of this article »
876 Shares in GE Vernova Inc. (NYSE:GEV) Purchased by Sky Investment Group LLC
Sky Investment Group LLC acquired a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 876 shares of the company’s stock, valued at... More of this article »
Sky Investment Group LLC Increases Stock Position in Air Products and Chemicals, Inc. (NYSE:APD)
Sky Investment Group LLC increased its position in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 6.4% during the 4th quarter, Holdings Channel reports. The firm owned 6,014 shares of the basic materials... More of this article »
Zoetis Inc. (NYSE:ZTS) Shares Bought by Sky Investment Group LLC
Sky Investment Group LLC grew its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 5.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 22,264 shares of the company’s stock after acquiring an additional... More of this article »
SOLVE Self Reported Market Capitalization Achieves $2.45 Million (SOLVE)
SOLVE (SOLVE) traded down 1.1% against the U.S. dollar during the twenty-four hour period ending at 8:00 AM E.T. on January 21st. One SOLVE token can now be bought for about $0.0033 or 0.00000003 BTC on exchanges. During the last week,... More of this article »
Atomi Financial Group Inc. Has $6.14 Million Stock Position in iShares Gold Trust (NYSEARCA:IAU)
Atomi Financial Group Inc. boosted its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 14.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 123,965 shares of the exchange... More of this article »
Cadinha & Co. LLC Reduces Stake in Visa Inc. (NYSE:V)
Cadinha & Co. LLC lowered its holdings in Visa Inc. (NYSE:V – Free Report) by 7.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 6,563 shares of the credit-card processor’s stock after... More of this article »
The Travelers Companies, Inc. (NYSE:TRV) Shares Purchased by Legal Advantage Investments Inc.
Legal Advantage Investments Inc. increased its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 37.9% during the 4th quarter, Holdings Channel reports. The fund owned 1,379 shares of the insurance... More of this article »
JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Holdings Raised by Rezny Wealth Management Inc.
Rezny Wealth Management Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 1.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 237,466 shares of the... More of this article »
O’Reilly Automotive (NASDAQ:ORLY) Upgraded by Morgan Stanley to “Overweight” Rating
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) was upgraded by stock analysts at Morgan Stanley from an “equal weight” rating to an “overweight” rating in a research report issued to clients... More of this article »
NeuroPace (NASDAQ:NPCE) Coverage Initiated at UBS Group
Equities research analysts at UBS Group initiated coverage on shares of NeuroPace (NASDAQ:NPCE – Get Free Report) in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm set a “buy”... More of this article »
Transform Wealth LLC Has $2.65 Million Stock Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
Transform Wealth LLC lifted its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 183.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 95,663 shares of... More of this article »
Central Bank & Trust Co. Decreases Stock Holdings in Zoetis Inc. (NYSE:ZTS)
Central Bank & Trust Co. lowered its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 3.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,844... More of this article »
Alpha Cubed Investments LLC Purchases 588 Shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)
Alpha Cubed Investments LLC raised its stake in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 1.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 40,366... More of this article »
Reliant Investment Management LLC Boosts Holdings in FedEx Co. (NYSE:FDX)
Reliant Investment Management LLC grew its holdings in shares of FedEx Co. (NYSE:FDX – Free Report) by 8.7% during the 4th quarter, HoldingsChannel reports. The fund owned 912 shares of the shipping service provider’s... More of this article »
Kiley Juergens Wealth Management LLC Lowers Holdings in Uber Technologies, Inc. (NYSE:UBER)
Kiley Juergens Wealth Management LLC lessened its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 5.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 28,317 shares of the ride-sharing company’s... More of this article »
Hemostemix (CVE:HEM) Stock Price Down 14.5% – Time to Sell?
Hemostemix Inc. (CVE:HEM – Get Free Report) shares dropped 14.5% on Tuesday . The company traded as low as C$0.27 and last traded at C$0.27. Approximately 438,482 shares changed hands during trading, a decline of 36% from the... More of this article »
Aspiriant LLC Grows Stock Position in TCW Transform 500 ETF (BATS:VOTE)
Aspiriant LLC boosted its position in TCW Transform 500 ETF (BATS:VOTE – Free Report) by 39.1% in the 4th quarter, Holdings Channel reports. The firm owned 84,135 shares of the company’s stock after acquiring an additional... More of this article »
Central Bank & Trust Co. Decreases Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)
Central Bank & Trust Co. trimmed its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 15.2% during the fourth quarter, Holdings Channel reports. The fund owned 17,140 shares of the medical equipment provider’s... More of this article »
Ballentine Partners LLC Has $5.91 Million Stock Holdings in Netflix, Inc. (NASDAQ:NFLX)
Ballentine Partners LLC raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 4.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Sold by Aspiriant LLC
Aspiriant LLC cut its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 33.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,200... More of this article »
Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Shares Sold by Aspiriant LLC
Aspiriant LLC lowered its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 0.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 321,872 shares of the company’s stock after... More of this article »
Pax Dollar Market Capitalization Tops $93.65 Million (USDP)
Pax Dollar (USDP) traded up 0% against the US dollar during the 24-hour period ending at 7:00 AM Eastern on January 21st. Pax Dollar has a market cap of $93.65 million and approximately $709,367.40 worth of Pax Dollar was traded on... More of this article »
Gladstone Commercial Co. (NASDAQ:GOOD) Declares $0.10 Dividend
Gladstone Commercial Co. (NASDAQ:GOOD – Get Free Report) announced a dividend on Monday, January 20th,investing.com reports. Investors of record on Monday, January 27th will be given a dividend of 0.10 per share by the real... More of this article »
InvescoBulletShares2033 Corporate Bond ETF (NASDAQ:BSCX) Announces Dividend of $0.09
InvescoBulletShares2033 Corporate Bond ETF (NASDAQ:BSCX – Get Free Report) declared a dividend on Monday, January 20th,NASDAQ Dividends reports. Stockholders of record on Tuesday, January 21st will be given a dividend of 0.0856... More of this article »
The Coca-Cola Company (NYSE:KO) Stock Holdings Increased by Crossmark Global Holdings Inc.
Crossmark Global Holdings Inc. boosted its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 10.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 895,068 shares of the company’s... More of this article »
ARS Investment Partners LLC Acquires 442,224 Shares of Lam Research Co. (NASDAQ:LRCX)
ARS Investment Partners LLC lifted its position in Lam Research Co. (NASDAQ:LRCX – Free Report) by 908.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 490,881 shares of the semiconductor company’s stock... More of this article »
Arbor Trust Wealth Advisors LLC Lowers Stock Position in Tesla, Inc. (NASDAQ:TSLA)
Arbor Trust Wealth Advisors LLC decreased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 35.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Client 1ST Advisory Group LLC Takes $3.62 Million Position in Alphabet Inc. (NASDAQ:GOOG)
Client 1ST Advisory Group LLC acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 18,993 shares of... More of this article »
Aspiriant LLC Boosts Holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)
Aspiriant LLC raised its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 62.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 29,048 shares of the company’s... More of this article »
Enovix Co. (NASDAQ:ENVX) Shares Bought by ARS Investment Partners LLC
ARS Investment Partners LLC increased its stake in shares of Enovix Co. (NASDAQ:ENVX – Free Report) by 14.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
X Empire (X) Price Down 14.9% Over Last Week
X Empire (X) traded 4.3% lower against the U.S. dollar during the 24 hour period ending at 7:00 AM ET on January 21st. One X Empire token can now be purchased for $0.0001 or 0.00000000 BTC on popular exchanges. X Empire has a total... More of this article »
Crossmark Global Holdings Inc. Has $18.35 Million Stock Position in Paychex, Inc. (NASDAQ:PAYX)
Crossmark Global Holdings Inc. reduced its position in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 2.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 130,878 shares of the business services... More of this article »
Wealthquest Corp Reduces Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Wealthquest Corp trimmed its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 6.2% during the fourth quarter, HoldingsChannel reports. The firm owned 963 shares of the exchange traded fund’s... More of this article »
Royal Fund Management LLC Sells 132 Shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC)
Royal Fund Management LLC lowered its stake in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 0.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 23,820 shares of the company’s stock after... More of this article »
ZWJ Investment Counsel Inc. Increases Stock Holdings in ConocoPhillips (NYSE:COP)
ZWJ Investment Counsel Inc. grew its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 9.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Pure Financial Advisors LLC Cuts Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)
Pure Financial Advisors LLC lowered its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 3.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Chesapeake Wealth Management Decreases Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)
Chesapeake Wealth Management trimmed its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
iShares National Muni Bond ETF (NYSEARCA:MUB) Stock Position Raised by Martel Wealth Advisors Inc
Martel Wealth Advisors Inc increased its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Equinix, Inc. (NASDAQ:EQIX) Shares Acquired by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC lifted its position in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 38.1% during the 4th quarter, HoldingsChannel reports. The fund owned 4,420 shares of the financial services provider’s... More of this article »
Regent Peak Wealth Advisors LLC Decreases Stock Position in Elevance Health, Inc. (NYSE:ELV)
Regent Peak Wealth Advisors LLC lowered its position in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 8.7% during the fourth quarter, HoldingsChannel reports. The firm owned 789 shares of the company’s stock... More of this article »
Forrester Research, Inc. (NASDAQ:FORR) Shares Sold by Ballentine Partners LLC
Ballentine Partners LLC reduced its holdings in shares of Forrester Research, Inc. (NASDAQ:FORR – Free Report) by 1.5% in the 4th quarter, HoldingsChannel reports. The fund owned 250,559 shares of the technology company’s... More of this article »
Ballentine Partners LLC Has $37.31 Million Holdings in Vanguard FTSE Europe ETF (NYSEARCA:VGK)
Ballentine Partners LLC lifted its position in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 2.1% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 587,832 shares of the exchange... More of this article »