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July 9, 2023
Geneos Wealth Management Inc. cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 47.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 216,038 shares of the exchange traded fund’s stock after selling 197,588 shares during […]
July 8, 2023
Investment Advisory Services Inc. TX ADV raised its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,862 shares of the retailer’s stock after purchasing an additional 253 shares during the […]
July 8, 2023
Richard W. Paul & Associates LLC reduced its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 11.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 61,148 shares of the company’s stock after selling 8,084 shares during […]
July 8, 2023
Everett Harris & Co. CA decreased its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.4% in the 1st quarter, Holdings Channel reports. The firm owned 302,069 shares of the retailer’s stock after selling 4,231 shares during the quarter. Walmart comprises about 0.7% of Everett Harris & Co. CA’s investment portfolio, making […]
July 8, 2023
TruWealth Advisors LLC cut its holdings in Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 95.5% during the first quarter, HoldingsChannel reports. The fund owned 68,985 shares of the company’s stock after selling 1,471,175 shares during the period. TruWealth Advisors LLC’s holdings in Invesco Ultra Short Duration ETF were worth $3,422,000 at the […]
July 8, 2023
Sequoia Financial Advisors LLC raised its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 7.3% in the 1st quarter, Holdings Channel reports. The institutional investor owned 123,577 shares of the retailer’s stock after acquiring an additional 8,456 shares during the period. Sequoia Financial Advisors LLC’s holdings in Walmart were worth $18,221,000 at the end […]
July 8, 2023
First Bancorp Inc ME lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,331 shares of the company’s stock after selling 80 shares during the period. iShares […]
July 8, 2023
Sitrin Capital Management LLC lessened its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.1% during the 1st quarter, HoldingsChannel reports. The firm owned 42,060 shares of the retailer’s stock after selling 463 shares during the quarter. Walmart comprises 3.8% of Sitrin Capital Management LLC’s holdings, making the stock its 5th biggest […]
July 8, 2023
D.A. Davidson & CO. trimmed its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 0.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 359,583 shares of the company’s stock after […]
July 8, 2023
Tru Independence LLC lowered its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 15.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,487 shares of the company’s stock after selling 972 shares during the quarter. tru Independence LLC’s holdings in […]