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Aevitas Wealth Management Inc. Acquires 1,690 Shares of CVS Health Co. (NYSE:CVS)

Aevitas Wealth Management Inc. boosted its holdings in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 12.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,294 shares of the pharmacy operator’s stock after purchasing an additional 1,690 […]
United States Raymond James Bond Devick Financial Network Inc Pharmacy Services Royal Bank Health Co
Source: wkrb13.com

CRA Financial Services LLC Sells 630 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

CRA Financial Services LLC cut its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 14.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,864 shares of the exchange traded fund’s stock after selling 630 shares during the […]
Wealth Advisors Value Index Fund Wealth Architects Capital Management Exchange Commission Financial Services
Source: wkrb13.com

Xponance Inc. Buys 4,188 Shares of Target Co. (NYSE:TGT)

Xponance Inc. grew its stake in Target Co. (NYSE:TGT – Get Rating) by 5.5% during the fourth quarter, Holdings Channel reports. The firm owned 80,247 shares of the retailer’s stock after purchasing an additional 4,188 shares during the period. Xponance Inc.’s holdings in Target were worth $11,960,000 as of its most recent SEC filing. Other […]
Brianc Cornell Sanfordc Bernstein Gordon Haskett George Draper Dayton Morgan Stanley Xponance Inc

Seele-N Hits Self Reported Market Cap of $75.89 Million (SEELE)

Aspiriant LLC raised its stake in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 7.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,621 shares of the pharmacy operator’s stock after purchasing an additional 260 shares during the […]
Carnegie Capital Asset Management Health Care Royal Bank Health Price Performance Wells Fargo Company Bond Devick Financial Network Inc

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Landmark Financial Advisors LLC Buys 155 Shares of CVS Health Co. (NYSE:CVS)

Landmark Financial Advisors LLC raised its holdings in CVS Health Co. (NYSE:CVS – Get Rating) by 4.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,993 shares of the pharmacy operator’s stock after acquiring an additional 155 shares during […]
United States Raymond James Health Daily Health Company Profile Gofen Glossberg Health Dividend Announcement
Source: wkrb13.com

HMS Capital Management LLC Trims Stock Holdings in CVS Health Co. (NYSE:CVS)

HMS Capital Management LLC lessened its holdings in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 5.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,464 shares of the pharmacy operator’s stock after selling 1,036 shares during the […]
United States Health Corp Asset Management Group Health Dividend Announcement Exchange Commission Pharmacy Services
Source: wkrb13.com

Hennessy Advisors Inc. Sells 800 Shares of Target Co. (NYSE:TGT)

Hennessy Advisors Inc. trimmed its position in shares of Target Co. (NYSE:TGT – Get Rating) by 5.9% during the 4th quarter, HoldingsChannel reports. The fund owned 12,700 shares of the retailer’s stock after selling 800 shares during the quarter. Hennessy Advisors Inc.’s holdings in Target were worth $1,893,000 as of its most recent filing with […]
Brianc Cornell Piper Sandler George Draper Dayton Hennessy Advisors Inc Securities Exchange Commission Company Profile

Sargent Bickham Lagudis LLC Purchases 13,296 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Sargent Bickham Lagudis LLC increased its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 550.3% during the fourth quarter, HoldingsChannel reports. The fund owned 15,712 shares of the exchange traded fund’s stock after buying an additional 13,296 shares during the quarter. Sargent Bickham Lagudis LLC’s holdings in iShares Russell […]
Value Index Fund Ironwood Investment Counsel Wealth Advisors Sargent Bickham Lagudis Wealth Architects Capital Management

iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Sold by HMS Capital Management LLC

HMS Capital Management LLC lessened its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 12.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 62,027 shares of the exchange traded fund’s stock after selling 9,163 shares during the […]
Capital Management Value Index Fund Bond Devick Financial Network Inc Ironwood Investment Counsel Wealth Architects Wealth Advisors

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