Page 33 - Advisory Services News Today

DigitalOcean Holdings, Inc. (NASDAQ:DOCN – Get Free Report) Director Amy Butte sold 5,220 shares of DigitalOcean stock in a transaction dated Friday, June 7th. The shares were sold at an average price of $37.46, for a total value of $195,541.20. Following the transaction, the director now owns 36,417 shares in the company, valued at approximately […]

Visionary Wealth Advisors lifted its holdings in Napco Security Technologies, Inc. (NASDAQ:NSSC – Free Report) by 0.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 279,419 shares of the industrial products company’s stock after acquiring an additional 770 shares during the quarter. […]

Visionary Wealth Advisors trimmed its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 9,394 shares of the semiconductor manufacturer’s stock after selling 211 shares during the period. Broadcom accounts for about 0.8% of Visionary Wealth Advisors’ holdings, making the stock its 25th largest […]

Elevate Wealth Advisory Inc. purchased a new position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,015 shares of the company’s stock, valued at approximately $164,000. Other hedge funds […]

Elevate Wealth Advisory Inc. purchased a new stake in Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 8,266 shares of the company’s stock, valued at approximately $208,000. Several other hedge funds also recently […]

Symmetry Investments LP raised its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 74.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,355 shares of the retailer’s stock after buying an additional 4,000 shares during the period. […]

Elevate Wealth Advisory Inc. bought a new position in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,410 shares of the company’s stock, valued at approximately $36,000. A number of other […]

Elevate Wealth Advisory Inc. bought a new stake in The Procter & Gamble Company (NYSE:PG – Free Report) in the 4th quarter, HoldingsChannel reports. The firm bought 8,207 shares of the company’s stock, valued at approximately $1,203,000. Procter & Gamble makes up approximately 1.1% of Elevate Wealth Advisory Inc.’s holdings, making the stock its 24th […]

Elevate Wealth Advisory Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 41,472 shares of the company’s stock, valued at approximately $2,170,000. Dimensional U.S. Targeted Value ETF comprises approximately 2.0% […]

Wasatch Advisors LP lessened its stake in Fabrinet (NYSE:FN – Free Report) by 9.2% during the fourth quarter, Holdings Channel reports. The firm owned 1,104,959 shares of the technology company’s stock after selling 111,747 shares during the period. Wasatch Advisors LP’s holdings in Fabrinet were worth $210,307,000 as of its most recent SEC filing. Other […]