📰 Creativeone Wealth News
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December 26, 2023
CreativeOne Wealth LLC decreased its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 15.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 15,377 shares of the healthcare product maker’s stock after selling 2,888 shares during the quarter. CreativeOne Wealth LLC’s holdings in […]
December 26, 2023
CreativeOne Wealth LLC trimmed its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 38.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,261 shares of the electric vehicle producer’s stock after selling 9,421 shares during the period. CreativeOne Wealth LLC’s holdings […]
December 26, 2023
CreativeOne Wealth LLC lowered its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 19.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,622 shares of the home improvement retailer’s stock after selling 2,311 shares during the quarter. CreativeOne […]
December 26, 2023
Alta Capital Management LLC trimmed its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 1.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 174,065 shares of the company’s stock after selling 2,644 shares during the period. Zoetis makes up about […]
December 26, 2023
LaFleur & Godfrey LLC acquired a new stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the third quarter, HoldingsChannel reports. The firm acquired 3,272 shares of the company’s stock, valued at approximately $224,000. Several other large investors have also recently made changes to their positions in the company. Strategic […]
December 26, 2023
Yoder Wealth Management Inc. decreased its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,724 shares of the company’s stock after selling 535 shares during the quarter. […]
December 26, 2023
CreativeOne Wealth LLC reduced its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 20.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,945 shares of the exchange traded fund’s stock after selling 3,065 shares during the quarter. CreativeOne Wealth LLC’s holdings in […]
December 26, 2023
Dominguez Wealth Management Solutions Inc. trimmed its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,046 shares of the cell phone carrier’s stock after selling 795 shares during the period. Dominguez Wealth Management […]
December 26, 2023
Koshinski Asset Management Inc. trimmed its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 4.6% in the 3rd quarter, Holdings Channel.com reports. The fund owned 19,715 shares of the semiconductor company’s stock after selling 948 shares during the quarter. Koshinski Asset Management Inc.’s holdings in Texas Instruments were worth $3,135,000 as of its […]
December 26, 2023
Avantis International Equity ETF (NYSEARCA:AVDE – Get Free Report) reached a new 52-week high during trading on Tuesday . The company traded as high as $60.34 and last traded at $60.34, with a volume of 105147 shares traded. The stock had previously closed at $60.03. Avantis International Equity ETF Price Performance The firm has a […]