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April 23, 2024
Element Wealth LLC trimmed its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 24.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,278 shares of the company’s stock after selling 1,736 shares during the quarter. Element Wealth LLC’s […]
April 23, 2024
Element Wealth LLC cut its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 4.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,159 shares of the CRM provider’s stock after selling 57 shares during the quarter. Element Wealth LLC’s holdings in […]
April 23, 2024
Element Wealth LLC trimmed its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 4.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,159 shares of the CRM provider’s stock after selling 57 shares during the period. Element Wealth LLC’s holdings in Salesforce were worth $305,000 at the end of the most […]
April 23, 2024
Element Wealth LLC decreased its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 24.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,278 shares of the company’s stock after selling 1,736 shares during the period. Element Wealth LLC’s holdings […]
April 23, 2024
Element Wealth LLC acquired a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 2,376 shares of the entertainment giant’s stock, valued at approximately $215,000. Several other hedge funds and other institutional investors […]
April 23, 2024
Element Wealth LLC increased its position in SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA – Free Report) by 1.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,618 shares of the company’s stock after acquiring an additional 233 shares during the quarter. SPDR […]
April 23, 2024
Element Wealth LLC decreased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 9.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,972 shares of the company’s stock after selling 538 shares during the quarter. Element Wealth […]
April 23, 2024
Element Wealth LLC increased its holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 18.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 5,994 shares of the company’s stock after buying an additional 914 shares during the period. Element Wealth LLC’s holdings […]
April 23, 2024
Element Wealth LLC lifted its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 9.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,242 shares of the exchange traded fund’s stock after purchasing an additional 891 shares during […]
April 23, 2024
Element Wealth LLC raised its position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,562 shares of the cable giant’s stock after purchasing an additional 588 shares during the quarter. Element Wealth […]