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November 6, 2023
Element Wealth LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 33,207 shares of the company’s stock after purchasing an additional 535 shares during the quarter. iShares […]
November 6, 2023
Element Wealth LLC decreased its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.1% during the 2nd quarter, Holdings Channel reports. The firm owned 54,951 shares of the company’s stock after selling 1,781 shares during the quarter. iShares Core MSCI EAFE ETF comprises about 2.6% of Element Wealth LLC’s holdings, making […]
November 6, 2023
Leeward Financial Partners LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,540 shares of the healthcare conglomerate’s stock after acquiring an additional 140 shares during the […]
November 6, 2023
Element Wealth LLC acquired a new position in Honeywell International Inc. (NASDAQ:HON – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 1,055 shares of the conglomerate’s stock, valued at approximately $219,000. Other institutional investors have also recently bought and sold shares of […]
November 6, 2023
Element Wealth LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 51,907 shares of the exchange traded fund’s stock after selling 4,152 shares during […]
November 6, 2023
SouthState Corp lessened its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 266,062 shares of the company’s stock after selling 6,231 shares during the quarter. […]
November 6, 2023
RKL Wealth Management LLC acquired a new stake in Adobe Inc. (NASDAQ:ADBE – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 419 shares of the software company’s stock, valued at approximately $205,000. Other large investors also recently modified their holdings of the company. Investment […]
November 6, 2023
Element Wealth LLC lowered its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 5.2% during the 2nd quarter, Holdings Channel.com reports. The fund owned 13,363 shares of the technology company’s stock after selling 728 shares during the quarter. Element Wealth LLC’s holdings in AT&T were worth $213,000 as of its most recent […]
November 6, 2023
Leeward Financial Partners LLC raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,540 shares of the healthcare conglomerate’s stock after purchasing an additional 140 […]
November 6, 2023
Element Wealth LLC increased its position in Visa Inc. (NYSE:V – Free Report) by 3.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,601 shares of the credit-card processor’s stock after acquiring an additional 51 shares during the quarter. Element Wealth LLC’s […]