Page 2 - Bip Wealth News Today

BIP Wealth LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 189 shares of the semiconductor manufacturer’s stock, valued at approximately $211,000. Other hedge funds also recently made changes to their positions in the company. Pathway Financial Advisors LLC lifted its holdings in […]

BIP Wealth LLC lowered its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 6.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,584 shares of the company’s stock after selling 117 shares during the quarter. BIP Wealth LLC’s […]

BIP Wealth LLC lessened its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 15.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 5,558 shares of the exchange traded fund’s stock after selling 1,046 shares during the period. BIP Wealth LLC’s holdings in iShares National Muni Bond ETF were worth $603,000 […]

BIP Wealth LLC reduced its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,327 shares of the CRM provider’s stock after selling 113 shares during the period. […]

BIP Wealth LLC purchased a new position in Blackstone Inc. (NYSE:BX – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,550 shares of the asset manager’s stock, valued at approximately $203,000. Several other institutional investors have also […]

BIP Wealth LLC reduced its position in SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,854 shares of the company’s stock after selling 275 shares during the quarter. BIP […]

BIP Wealth LLC bought a new stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,223 shares of the exchange traded fund’s stock, valued at approximately $202,000. Other institutional investors and hedge […]

BIP Wealth LLC acquired a new position in shares of SouthState Co. (NASDAQ:SSB – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 5,089 shares of the bank’s stock, valued at approximately $430,000. A number of other hedge funds and other institutional investors […]

BIP Wealth LLC bought a new position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 11,400 shares of the company’s stock, valued at approximately $263,000. A number of other hedge funds have also recently made changes […]

BIP Wealth LLC purchased a new position in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,475 shares of the energy company’s stock, valued at approximately $593,000. Other institutional investors and hedge funds […]