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June 25, 2023
First Command Financial Services Inc. trimmed its holdings in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 2.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,498 shares of the fast-food giant’s stock after selling 65 shares during the period. First […]
June 25, 2023
Sharper & Granite LLC grew its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Get Rating) by 8.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,883 shares of the company’s stock after purchasing an additional 450 […]
June 25, 2023
Global Trust Asset Management LLC cut its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 22.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 523 shares of the company’s stock after selling 150 shares during the period. Global […]
June 25, 2023
LVM Capital Management Ltd. MI cut its stake in shares of Northrop Grumman Co. (NYSE:NOC – Get Rating) by 2.4% during the 1st quarter, Holdings Channel reports. The institutional investor owned 26,341 shares of the aerospace company’s stock after selling 653 shares during the quarter. Northrop Grumman comprises approximately 1.7% of LVM Capital Management Ltd. […]
June 24, 2023
Heartwood Wealth Advisors LLC grew its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 3.2% during the 1st quarter, Holdings Channel reports. The fund owned 132,677 shares of the company’s stock after buying an additional 4,112 shares during the quarter. Vanguard Mid-Cap ETF comprises about 4.2% of Heartwood Wealth Advisors LLC’s holdings, making […]
June 24, 2023
Searcy Financial Services Inc. ADV lifted its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 0.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 87,730 shares of the company’s stock after buying an additional 299 shares during […]
June 24, 2023
Beacon Financial Group trimmed its holdings in The Coca-Cola Company (NYSE:KO – Get Rating) by 0.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 80,672 shares of the company’s stock after selling 736 shares during the quarter. Beacon Financial Group’s holdings in Coca-Cola […]
June 24, 2023
Total Wealth Planning LLC reduced its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) by 5.7% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 10,508 shares of the exchange traded fund’s stock after selling 639 shares during the quarter. Total Wealth […]
June 24, 2023
First Command Financial Services Inc. boosted its holdings in shares of Accenture plc (NYSE:ACN – Get Rating) by 131.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 132 shares of the information technology services provider’s stock after buying an additional 75 shares […]
June 24, 2023
Pinnacle Bancorp Inc. grew its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 431.3% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,139 shares of the company’s stock after purchasing an additional 15,537 shares during […]