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Tidemark LLC Purchases New Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Tidemark LLC acquired a new stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 820 shares of the company’s stock, valued at approximately $85,000. Several other institutional investors have also modified their holdings […]
United States Wealth Dimensions Group Ltd Assetmark Inc Company Profile A Davidson Franklin Resources Inc
Source: wkrb13.com

The Coca-Cola Company (NYSE:KO) Stake Cut by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. decreased its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 3.8% in the 4th quarter, Holdings Channel reports. The firm owned 8,006 shares of the company’s stock after selling 313 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in Coca-Cola were worth $472,000 as of its […]
James Quincey Bruno Pietracci Securities Exchange Commission Exchange Commission Jpmorgan Chase Co Cola Company

Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. boosted its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 4,109 shares of the electric vehicle producer’s stock after buying an additional 91 shares during the quarter. Wealth Dimensions Group […]
United States Andrewd Baglino Robynm Denholm Goldman Sachs Group Tesla Inc Morgan Stanley

Wealth Dimensions Group Ltd. Grows Holdings in Tesla, Inc. (NASDAQ:TSLA)

Wealth Dimensions Group Ltd. grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,109 shares of the electric vehicle producer’s stock after purchasing an additional 91 shares during the period. Wealth Dimensions Group Ltd.’s […]
United States Robynm Denholm Andrewd Baglino Sanfordc Bernstein Wealth Dimensions Group Ltd Vanguard Group Inc

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Wealth Dimensions Group Ltd. Trims Holdings in Meta Platforms, Inc. (NASDAQ:META)

Wealth Dimensions Group Ltd. cut its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,241 shares of the social networking company’s stock after selling 58 shares during the quarter. Wealth […]
Nicholas Clegg Roth Mkm Jennifer Newstead Meta Platforms Inc Norges Bank Morgan Stanley

Chevron Co. (NYSE:CVX) Shares Purchased by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. grew its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.5% during the 4th quarter, Holdings Channel reports. The firm owned 5,532 shares of the oil and gas company’s stock after purchasing an additional 82 shares during the period. Wealth Dimensions Group Ltd.’s holdings in Chevron were worth […]
United States Raymond James Enrique Hernandez Jr Alanak Knowles Wealth Advisors Securities Exchange Commission

Wealth Dimensions Group Ltd. Has $437,000 Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Wealth Dimensions Group Ltd. trimmed its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 2,049 shares of the company’s stock after selling 50 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in Vanguard Small-Cap ETF were worth $437,000 at […]
Company Profile Holdings Channel Mercer Global Advisors Inc Wealth Dimensions Group Ltd International Assets Investment Management Cerity Partners

Wealth Dimensions Group Ltd. Cuts Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Wealth Dimensions Group Ltd. decreased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,049 shares of the company’s stock after selling 50 shares during the period. Wealth Dimensions […]
Signature Resources Capital Management Wealth Dimensions Group Ltd Exchange Commission Islay Capital Management Orion Capital Management Atlantic Edge Private Wealth Management

Wealth Dimensions Group Ltd. Acquires 82 Shares of Chevron Co. (NYSE:CVX)

Wealth Dimensions Group Ltd. lifted its stake in Chevron Co. (NYSE:CVX – Free Report) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,532 shares of the oil and gas company’s stock after acquiring an additional 82 shares during the […]
United States Enrique Hernandez Jr Raymond James Alanak Knowles Wealth Management Chevron Co

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