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Bison Wealth LLC Has $1.87 Million Stake in CVS Health Co. (NYSE:CVS)

Bison Wealth LLC decreased its position in CVS Health Co. (NYSE:CVS – Get Rating) by 4.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 21,500 shares of the pharmacy operator’s stock after selling 1,101 shares during the period. Bison Wealth LLC’s holdings in CVS Health were […]
United States Karens Lynch Vanguard Group Inc Health Corp Health Co Bison Wealth

Bison Wealth LLC Buys 396 Shares of Lowe's Companies, Inc. (NYSE:LOW)

Bison Wealth LLC boosted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 5.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,321 shares of the home improvement retailer’s stock after purchasing an additional 396 shares during the quarter. Bison […]
Robertw Baird Piper Sandler Donald Frieson Transamerica Financial Advisors Inc Lowe Companies Announces Dividend News Ratings For Lowe Companies Daily

Bison Wealth LLC Sells 918 Shares of Hilton Worldwide Holdings Inc. (NYSE:HLT)

Bison Wealth LLC decreased its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Get Rating) by 10.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 7,665 shares of the company’s stock after selling 918 shares during the quarter. Bison Wealth LLC’s holdings in Hilton Worldwide were worth $1,095,000 as of […]
Douglasm Steenland Quent Capital Hilton Worldwide Holdings Inc Bison Wealth Massmutual Trust Co Wells Fargo Company

SYSTM Wealth Solutions LLC Invests $11.17 Million in United Parcel Service, Inc. (NYSE:UPS)

SYSTM Wealth Solutions LLC bought a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Get Rating) during the fourth quarter, Holdings Channel reports. The firm bought 64,270 shares of the transportation company’s stock, valued at approximately $11,173,000. United Parcel Service accounts for 1.4% of SYSTM Wealth Solutions LLC’s investment portfolio, making the […]
Raymond James Quarter For United Parcel Service Wealthquest Corp United Parcel Service Ameritas Advisory Services Holdings Channel

Bison Wealth LLC Has $1.64 Million Holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Bison Wealth LLC lifted its position in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Get Rating) by 10.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,873 shares of the exchange traded fund’s stock after purchasing an additional 452 shares […]
United States Securities Exchange Commission Capital Advisors Corp Bison Wealth Lionsbridge Wealth Management Trading Down

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Chevron Co. (NYSE:CVX) Shares Acquired by Bison Wealth LLC

Bison Wealth LLC lifted its stake in shares of Chevron Co. (NYSE:CVX – Get Rating) by 3.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,035 shares of the oil and gas company’s stock after purchasing an additional 207 shares during the quarter. Bison […]
Howard Capital Management Group Childress Capital Advisors Investment Advisors Aj Wealth Strategies Bison Wealth Chevron Corp

Wealth Advisory Solutions LLC Raises Stock Position in The TJX Companies, Inc. (NYSE:TJX)

Wealth Advisory Solutions LLC boosted its position in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 6.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 149,241 shares of the apparel and home fashions retailer’s stock after buying an additional 8,449 shares […]
Robertw Baird Scott Goldenberg Assetmark Inc Morgan Stanley Deutsche Bank Aktiengesellschaft Companies Increases Dividend

Bison Wealth LLC Cuts Stock Holdings in Clean Harbors, Inc. (NYSE:CLH)

Bison Wealth LLC lowered its stake in shares of Clean Harbors, Inc. (NYSE:CLH – Get Rating) by 8.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,153 shares of the business services provider’s stock after selling 1,027 shares during the period. […]
Alans Mckim Banque Cantonale Vaudoise Sharonm Gabriel Raymond James Ronald Blue Trust Inc Securities Exchange Commission
Source: wkrb13.com

Overlay Shares Core Bond ETF (NYSEARCA:OVB) Position Boosted by Bison Wealth LLC

Bison Wealth LLC increased its holdings in shares of Overlay Shares Core Bond ETF (NYSEARCA:OVB – Get Rating) by 81.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 255,933 shares of the company’s stock after acquiring an additional 114,839 shares during the […]
Envestnet Asset Management Inc Bison Wealth Exchange Commission Raymond James Associates Royal Bank Overlay Shares Core Bond

Wealth Advisory Solutions LLC Sells 1,987 Shares of Eli Lilly and Company (NYSE:LLY)

Wealth Advisory Solutions LLC lowered its stake in Eli Lilly and Company (NYSE:LLY – Get Rating) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,548 shares of the company’s stock after selling 1,987 shares during the quarter. Eli Lilly and […]
Eli Lilly Donalda Zakrowski Societe Generale Securities Exchange Commission Ameritas Advisory Services Cantor Fitzgerald

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