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2,262 Shares in The Walt Disney Company (NYSE:DIS) Purchased by Element Wealth LLC

Element Wealth LLC purchased a new stake in The Walt Disney Company (NYSE:DIS – Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 2,262 shares of the entertainment giant’s stock, valued at approximately $226,000. Several other large investors also recently made changes to […]
Walt Disney Ridgewood Investments National Geographic Summit Place Financial Advisors Element Wealth Gw Henssler Associates Ltd

Element Wealth LLC Acquires Shares of 1,250 EastGroup Properties, Inc. (NYSE:EGP)

Element Wealth LLC bought a new position in shares of EastGroup Properties, Inc. (NYSE:EGP – Free Report) in the 1st quarter, Holdings Channel reports. The fund bought 1,250 shares of the real estate investment trust’s stock, valued at approximately $207,000. A number of other institutional investors and hedge funds have also bought and sold shares […]
North Carolina United States Piper Sandler Quarter For Eastgroup Properties Eastgroup Properties Eastgroup Properties Inc

1,260 Shares in Salesforce, Inc. (NYSE:CRM) Bought by Element Wealth LLC

Element Wealth LLC purchased a new stake in Salesforce, Inc. (NYSE:CRM – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 1,260 shares of the CRM provider’s stock, valued at approximately $252,000. Several other institutional investors and hedge […]
Societe Generale Stifel Nicolaus Parker Harris Sundeepg Reddy Sanfordc Bernstein Piper Sandler

Element Wealth LLC Lowers Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Element Wealth LLC reduced its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 10.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,180 shares of the company’s stock after selling 136 shares during the […]
United States Element Wealth Savant Capital Securities Exchange Commission Strategy Asset Managers Liberty Wealth Management

NorthRock Partners LLC Raises Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

NorthRock Partners LLC raised its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 32,587 shares of the company’s stock after buying an additional 1,359 shares during the period. […]
New York United States Schiavi Co Element Wealth Securities Exchange Commission Wealth Advisors Inc

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Susquehanna Trims RTX (NYSE:RTX) Target Price to $110.00

RTX (NYSE:RTX – Get Free Report) had its price target dropped by research analysts at Susquehanna from $117.00 to $110.00 in a report issued on Wednesday, FlyOnTheWall reports. Susquehanna’s target price points to a potential upside of 27.46% from the stock’s current price. Other research analysts have also issued research reports about the company. Robert […]
Robertw Baird Collins Aerospace Systems Jefferies Financial Group Wolfe Research Legal Advantage Investments Inc Element Wealth

Rain Capital Management LLC Boosts Stock Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Rain Capital Management LLC grew its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,710 shares of the company’s stock after acquiring an additional 287 shares during the period. Vanguard […]
United States Exchange Commission Quantitative Equity Group Alpha Cubed Investments Vanguard Group Inc Wilson Boucher Capital Management
Source: wkrb13.com

Graypoint LLC Grows Stock Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Graypoint LLC raised its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 43.6% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 22,169 shares of the company’s stock after buying an additional 6,730 shares during the quarter. Graypoint LLC’s holdings in […]
United States Element Wealth Cap Index Fund Alpha Cubed Investments Management Group Inc Quantitative Equity Group

AdvisorNet Financial Inc Buys 25,447 Shares of iShares Floating Rate Bond ETF (BATS:FLOT)

AdvisorNet Financial Inc increased its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 50.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 76,317 shares of the company’s stock after buying an additional 25,447 shares during […]
Elevate Inc Advisornet Financial Inc Element Wealth Securities Exchange Commission Boyd Watterson Asset Management Stonebridge Capital Advisors

Vanguard Mid-Cap ETF (NYSEARCA:VO) Position Trimmed by Bensler LLC

Bensler LLC trimmed its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 14.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,050 shares of the company’s stock after selling 335 shares during the period. Bensler LLC’s holdings in Vanguard Mid-Cap […]
United States Element Wealth Alpha Cubed Investments Wilson Boucher Capital Management Vanguard Group Inc Cap Index Fund
Source: wkrb13.com

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