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July 28, 2023
America First Investment Advisors LLC bought a new position in shares of Shell plc (NYSE:SHEL – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought 551 shares of the energy company’s stock, valued at approximately $32,000. Other institutional investors have also made changes to […]
July 28, 2023
Element Wealth LLC reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 6.6% during the first quarter, HoldingsChannel.com reports. The firm owned 1,781 shares of the retailer’s stock after selling 126 shares during the quarter. Element Wealth LLC’s holdings in Walmart were worth $263,000 as of its most recent SEC filing. A number […]
July 28, 2023
Element Wealth LLC lessened its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 4.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 4,984 shares of the company’s stock after selling 235 shares during the quarter. Element Wealth LLC’s holdings in iShares Core S&P U.S. Value ETF were worth […]
July 28, 2023
Element Wealth LLC raised its holdings in Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 3.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,376 shares of the company’s stock after buying an additional 304 shares during the quarter. Element Wealth LLC’s holdings […]
July 28, 2023
Element Wealth LLC trimmed its position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 2.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,594 shares of the company’s stock after selling 976 shares during the […]
July 28, 2023
Element Wealth LLC lowered its stake in The Southern Company (NYSE:SO – Free Report) by 4.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,215 shares of the utilities provider’s stock after selling 356 shares during the quarter. Element Wealth LLC’s holdings […]
July 28, 2023
Element Wealth LLC lowered its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 2.6% in the first quarter, Holdings Channel.com reports. The institutional investor owned 58,840 shares of the company’s stock after selling 1,587 shares during the quarter. Schwab US Small-Cap ETF comprises about 1.8% of Element Wealth LLC’s holdings, making the […]
July 28, 2023
Element Wealth LLC lowered its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.9% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 56,732 shares of the company’s stock after selling 1,718 shares during the quarter. iShares Core MSCI EAFE ETF […]
July 28, 2023
Nia Impact Advisors LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 3,852 shares of the network equipment provider’s stock, valued at approximately $201,000. A number of other institutional investors and […]
July 28, 2023
Element Wealth LLC increased its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 71.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,974 shares of the company’s stock after purchasing an additional […]