Page 5 - Creativeone Wealth News Today

CreativeOne Wealth LLC grew its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,646 shares of the medical equipment provider’s stock after buying an additional 75 shares during the quarter. CreativeOne Wealth LLC’s holdings in Intuitive Surgical were worth $555,000 at […]

Frazier Financial Advisors LLC bought a new stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 300 shares of the company’s stock, valued at approximately $79,000. Several other institutional investors also […]

Union Savings Bank raised its position in General Electric (NYSE:GE – Free Report) by 20.7% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 897 shares of the conglomerate’s stock after purchasing an additional 154 shares during the period. Union Savings Bank’s holdings in General Electric were […]

Financial Advisors Network Inc. acquired a new position in CVS Health Co. (NYSE:CVS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,766 shares of the pharmacy operator’s stock, valued at approximately $218,000. Other institutional investors […]

Balboa Wealth Partners cut its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,850 shares of the company’s stock after selling 228 shares […]

BlackDiamond Wealth Management LLC raised its position in Simplify Enhanced Income ETF (NYSEARCA:HIGH – Free Report) by 62.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 111,821 shares of the company’s stock after buying an additional 43,036 shares […]

CreativeOne Wealth LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 41.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,542 shares of the financial services provider’s stock after selling 10,408 shares during the period. CreativeOne Wealth […]

CreativeOne Wealth LLC grew its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 47.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,914 shares of the apparel and home fashions retailer’s stock after purchasing an […]

Hohimer Wealth Management LLC lowered its stake in Carrier Global Co. (NYSE:CARR – Free Report) by 4.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 21,896 shares of the company’s stock after selling 1,060 shares during the period. Hohimer Wealth Management LLC’s holdings in Carrier Global were worth $1,258,000 at the end of the […]

BCU Wealth Advisors LLC bought a new stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,255,736 shares of the company’s stock, valued at approximately $36,705,000. Dimensional […]