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July 4, 2023
StrongBox Wealth LLC lifted its holdings in shares of Raytheon Technologies Co. (NYSE:RTX – Free Report) by 4.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,994 shares of the company’s stock after purchasing an additional 1,288 shares during […]
July 4, 2023
StrongBox Wealth LLC boosted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 9.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 134,482 shares of the company’s stock after purchasing an additional 12,033 shares during the quarter. JPMorgan Equity […]
July 4, 2023
StrongBox Wealth LLC boosted its stake in Raytheon Technologies Co. (NYSE:RTX – Free Report) by 4.3% during the first quarter, HoldingsChannel reports. The firm owned 30,994 shares of the company’s stock after buying an additional 1,288 shares during the period. Raytheon Technologies comprises about 2.0% of StrongBox Wealth LLC’s portfolio, making the stock its 14th […]
July 4, 2023
StrongBox Wealth LLC cut its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 5.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,665 shares of the energy exploration company’s stock after selling 1,084 shares during the quarter. EOG Resources accounts […]
July 2, 2023
Park Avenue Securities LLC lowered its holdings in American Water Works Company, Inc. (NYSE:AWK – Free Report) by 6.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,254 shares of the utilities provider’s stock after selling 910 shares during the period. Park Avenue […]
June 22, 2023
Eagle Capital Management LLC cut its position in shares of American Water Works Company, Inc. (NYSE:AWK – Get Rating) by 2.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 34,618 shares of the utilities provider’s stock after selling 733 shares during the […]
June 22, 2023
Country Trust Bank trimmed its holdings in American Water Works Company, Inc. (NYSE:AWK – Get Rating) by 1.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 146,492 shares of the utilities provider’s stock after selling 1,997 shares during the quarter. Country Trust Bank’s […]
May 26, 2023
Continuum Advisory LLC lowered its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Get Rating) by 67.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,097 shares of the company’s stock after selling 57,756 shares during the quarter. Continuum Advisory LLC’s […]
May 25, 2023
JSF Financial LLC decreased its position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Get Rating) by 87.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,950 shares of the company’s stock after selling 50,588 shares during the quarter. JSF Financial LLC’s holdings in JPMorgan […]
May 23, 2023
Sequoia Financial Advisors LLC grew its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Get Rating) by 26.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 682,844 shares of the company’s stock after acquiring an additional 144,001 shares during the quarter. JPMorgan […]