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July 2, 2023
StrategIQ Financial Group LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 31,313 shares of the company’s stock after selling 247 shares during the quarter. iShares Core […]
July 1, 2023
Patriot Investment Management Group Inc. decreased its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 46.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,335 shares of the company’s stock after selling 3,814 shares during […]
July 1, 2023
Schrum Private Wealth Management LLC lessened its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 5.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,565 shares of the retailer’s stock after selling 98 shares during the […]
July 1, 2023
Retirement Planning Group raised its position in Walmart Inc. (NYSE:WMT – Free Report) by 2.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,299 shares of the retailer’s stock after purchasing an additional 195 shares during the period. Retirement […]
July 1, 2023
JFS Wealth Advisors LLC reduced its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,872 shares of the retailer’s stock after selling 93 shares during the quarter. JFS […]
July 1, 2023
Ritholtz Wealth Management lifted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 12.2% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 52,154 shares of the retailer’s stock after acquiring an additional 5,665 shares during the period. Ritholtz Wealth Management’s holdings in […]
June 30, 2023
OLD National Bancorp IN boosted its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 0.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 930,681 shares of the company’s stock after purchasing an additional 2,910 shares […]
June 30, 2023
StrategIQ Financial Group LLC grew its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 9.5% during the 1st quarter, HoldingsChannel reports. The firm owned 151,825 shares of the company’s stock after buying an additional 13,143 shares during the quarter. SPDR Portfolio S&P 500 Growth ETF accounts for about 1.0% of […]
June 30, 2023
Opal Wealth Advisors LLC boosted its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 5.5% during the first quarter, Holdings Channel.com reports. The firm owned 26,494 shares of the company’s stock after purchasing an additional 1,391 shares during the quarter. SPDR Portfolio S&P 500 Growth ETF makes up […]
June 30, 2023
Advocate Group LLC trimmed its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 9.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,100 shares of the retailer’s stock after selling 2,064 shares during the period. Advocate Group LLC’s holdings in […]