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Pfizer (NYSE:PFE) Issues FY 2024 Earnings Guidance

Pfizer (NYSE:PFE – Get Free Report) issued an update on its FY 2024 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.050-2.250 for the period, compared to the consensus earnings per share estimate of 3.160. The company issued revenue guidance of $58.5 billion-$61.5 billion, compared to the consensus revenue estimate […]
Jpmorgan Chase Co Equitable Holdings Inc Cantor Fitzgerald Investment Advisory Services Inc Creativeone Wealth Imprint Wealth

CVS Health (NYSE:CVS) Updates FY 2023 Earnings Guidance

CVS Health (NYSE:CVS – Get Free Report) updated its FY 2023 earnings guidance on Monday. The company provided earnings per share guidance of 8.500-8.700 for the period, compared to the consensus earnings per share estimate of 8.580. The company issued revenue guidance of $351.5 billion-$357.3 billion, compared to the consensus revenue estimate of $353.7 billion. […]
United States Sanfordc Bernstein Edwardj Ludwig Wolfe Research Orion Portfolio Solutions Health Care

CreativeOne Wealth LLC Has $4.69 Million Stock Holdings in Walmart Inc. (NYSE:WMT)

CreativeOne Wealth LLC reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 20.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 29,844 shares of the retailer’s stock after selling 7,539 shares during the period. CreativeOne Wealth LLC’s holdings […]
Sanfordc Bernstein Jimc Walton S Robson Walton Stifel Nicolaus Securities Exchange Commission Telsey Advisory Group

CreativeOne Wealth LLC Has $13.87 Million Stock Holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

CreativeOne Wealth LLC lifted its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 2.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 184,385 shares of the company’s stock after buying an additional 3,945 shares during the period. Vanguard Intermediate-Term Bond ETF makes up about 0.6% of CreativeOne Wealth […]
Grove Bank Milestone Investment Advisors Fairfield Bush Stonebridge Capital Advisors Creativeone Wealth Impact Partnership Wealth
Source: wkrb13.com

The Procter & Gamble Company (NYSE:PG) Shares Sold by CreativeOne Wealth LLC

CreativeOne Wealth LLC decreased its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 20.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,820 shares of the company’s stock after selling 8,667 shares during the […]
William Blair Stifel Nicolaus Ceor Alexandra Keith Jefferies Financial Group Dynamic Advisor Solutions Securities Exchange Commission

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CreativeOne Wealth LLC Has $4.59 Million Stake in Adobe Inc. (NASDAQ:ADBE)

CreativeOne Wealth LLC decreased its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.0% during the 2nd quarter, HoldingsChannel reports. The fund owned 9,387 shares of the software company’s stock after selling 99 shares during the period. CreativeOne Wealth LLC’s holdings in Adobe were worth $4,590,000 at the end of the most […]
Marks Garfield Scott Belsky Robertw Baird Stifel Nicolaus Sovereign Financial Group Inc Securities Exchange Commission

CreativeOne Wealth LLC Has $6 Million Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

CreativeOne Wealth LLC boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 32,386 shares of the company’s stock after purchasing an additional 411 shares during the quarter. CreativeOne Wealth LLC’s holdings in […]
United States New Zealand Asia Pacific Hughf Johnston Creativeone Wealth Smith Anglin Financial

Vicus Capital Increases Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Vicus Capital raised its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 2.0% during the second quarter, HoldingsChannel reports. The fund owned 50,615 shares of the company’s stock after buying an additional 972 shares during the period. Vicus Capital’s holdings in SPDR Portfolio S&P 500 ETF were worth $2,638,000 as of […]
United States Coppell Advisory Solutions Orion Portfolio Solutions Company Profile Creativeone Wealth Girard Partners

ST Germain D J Co. Inc. Makes New $11.10 Million Investment in SPDR Portfolio TIPS ETF (NYSEARCA:SPIP)

ST Germain D J Co. Inc. purchased a new position in shares of SPDR Portfolio TIPS ETF (NYSEARCA:SPIP – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 429,667 shares of the company’s stock, valued at approximately $11,103,000. A number of other […]
Wealth Concepts Coppell Advisory Solutions Willow Creek Wealth Management Inc Waverly Advisors Exchange Commission Creativeone Wealth

Elevated Capital Advisors LLC Acquires 730 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Elevated Capital Advisors LLC boosted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.3% in the 2nd quarter, Holdings Channel reports. The firm owned 12,360 shares of the company’s stock after buying an additional 730 shares during the period. Elevated Capital Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth […]
Orion Portfolio Solutions Creativeone Wealth Capital Advisors Imprint Wealth Holdings Channel Sunbelt Securities Inc

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