Page 17 - Firstpurpose Wealth News Today

FirstPurpose Wealth LLC lifted its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,587 shares of the software company’s stock after buying an additional 71 shares during the quarter. […]

FirstPurpose Wealth LLC reduced its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,534 shares of the company’s stock after selling 350 shares during the quarter. FirstPurpose Wealth […]

Wooster Corthell Wealth Management Inc. raised its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 3.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 55,244 shares of the exchange traded fund’s stock after acquiring an […]

My Legacy Advisors LLC boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 8.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,422 shares of the exchange traded fund’s stock after buying an additional 341 shares […]

BCM Advisors LLC boosted its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 2.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 316,143 shares of the exchange traded fund’s stock after purchasing an additional 8,811 […]

AE Wealth Management LLC lowered its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 47.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,181,615 shares of the exchange traded fund’s stock after selling 1,077,678 shares during the quarter. iShares […]

Fullerton Fund Management Co Ltd. purchased a new stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,300 shares of the exchange traded fund’s stock, valued […]

Rehmann Capital Advisory Group increased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 17.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 63,192 shares of the exchange traded fund’s stock after buying an additional 9,531 […]

Becton, Dickinson and Company (NYSE:BDX – Free Report) had its target price boosted by Citigroup from $260.00 to $282.00 in a report released on Monday, Marketbeat.com reports. Citigroup currently has a neutral rating on the medical instruments supplier’s stock. BDX has been the topic of several other reports. Piper Sandler lifted their price target on […]

M&G Investment Management Ltd. lifted its position in Brookfield Co. (NYSE:BN – Free Report) by 42.7% during the first quarter, HoldingsChannel.com reports. The fund owned 1,777,012 shares of the company’s stock after acquiring an additional 531,450 shares during the period. M&G Investment Management Ltd.’s holdings in Brookfield were worth $58,640,000 at the end of the […]