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May 6, 2024
Avidian Wealth Solutions LLC trimmed its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 21.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,326 shares of the company’s stock after selling 1,715 shares during the […]
May 6, 2024
National Bank of Canada FI trimmed its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 8.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 178,527 shares of the home improvement retailer’s stock after selling 17,502 shares during the period. National Bank of Canada FI’s holdings […]
May 6, 2024
Clifford Swan Investment Counsel LLC cut its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,597 shares of the company’s stock after selling 417 shares during the quarter. Clifford Swan […]
May 6, 2024
Sheets Smith Wealth Management trimmed its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,185 shares of the company’s stock after selling 153 shares during the period. Sheets Smith Wealth Management’s holdings […]
May 6, 2024
StockNews.com upgraded shares of Travelers Companies (NYSE:TRV – Free Report) from a hold rating to a buy rating in a research note published on Sunday morning. TRV has been the topic of a number of other reports. Oppenheimer reaffirmed a market perform rating on shares of Travelers Companies in a report on Friday, April 5th. […]
May 5, 2024
Shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the eleven analysts that are covering the stock, MarketBeat Ratings reports. Four equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. The average […]
May 5, 2024
U.S. Capital Wealth Advisors LLC grew its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 48,213 shares of the company’s stock after purchasing an additional […]
May 5, 2024
Legacy Financial Advisors Inc. lessened its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 216,064 shares of the company’s stock after selling 10,510 shares during the […]
May 5, 2024
Sapient Capital LLC bought a new position in shares of Duke Energy Co. (NYSE:DUK – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,904 shares of the utilities provider’s stock, valued at approximately $670,000. A number […]
May 5, 2024
Legacy Financial Advisors Inc. trimmed its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 4.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 216,064 shares of the company’s stock after selling 10,510 shares during the quarter. iShares Core Dividend Growth ETF accounts for approximately 2.2% of Legacy […]