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March 27, 2024
Procyon Advisors LLC raised its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 6.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 14,513 shares of the insurance provider’s stock after buying an additional 905 shares during the period. Procyon Advisors LLC’s […]
March 26, 2024
Red Door Wealth Management LLC raised its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 8.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,422 shares of the company’s stock after purchasing an additional 415 shares during the period. Red Door […]
March 26, 2024
Red Door Wealth Management LLC lifted its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 19,750 shares of the exchange traded fund’s stock after acquiring an […]
March 26, 2024
Shares of Arista Networks, Inc. (NYSE:ANET – Get Free Report) have been assigned an average rating of “Moderate Buy” from the eighteen brokerages that are covering the firm, MarketBeat reports. Two analysts have rated the stock with a hold rating and sixteen have issued a buy rating on the company. The average 12-month target price […]
March 26, 2024
Towneley Capital Management Inc DE acquired a new stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 13,687 shares of the exchange traded fund’s stock, valued at approximately $2,617,000. SPDR Gold Shares […]
March 26, 2024
RTD Financial Advisors Inc. trimmed its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,562 shares of the company’s stock after selling 2,630 shares […]
March 26, 2024
Red Door Wealth Management LLC lifted its position in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 8.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,422 shares of the company’s stock after acquiring an additional 415 shares during the quarter. Red Door […]
March 26, 2024
CoreCap Advisors LLC boosted its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 43.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,521 shares of the technology company’s stock after purchasing an additional 768 shares during the quarter. CoreCap Advisors LLC’s […]
March 26, 2024
Kingswood Wealth Advisors LLC increased its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 501.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,424 shares of the exchange traded fund’s stock after acquiring an additional 27,030 shares during […]
March 25, 2024
Echo Wealth Management LLC cut its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 19.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 55,409 shares of the company’s stock after selling 13,448 shares during the quarter. iShares Core Dividend […]