Page 18 - Firstpurpose Wealth News Today

Lowe’s Companies (NYSE:LOW – Get Free Report)‘s stock had its “market perform” rating reissued by Telsey Advisory Group in a report released on Tuesday, Benzinga reports. They currently have a $225.00 price objective on the home improvement retailer’s stock. Telsey Advisory Group’s target price would indicate a potential downside of 0.30% from the stock’s previous […]

Atria Investments Inc lifted its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 28.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 198,178 shares of the exchange traded fund’s stock after buying an additional 43,752 shares during […]

Grey Street Capital LLC purchased a new stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 4,646 shares of the exchange traded fund’s stock, valued at approximately […]

Frontier Asset Management LLC reduced its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 43.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,989 shares of the exchange traded fund’s stock after selling 18,017 shares during the […]

FirstPurpose Wealth LLC raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 45.7% during the first quarter, Holdings Channel reports. The institutional investor owned 22,524 shares of the e-commerce giant’s stock after buying an additional 7,065 shares during the period. Amazon.com makes up about 1.1% of FirstPurpose Wealth LLC’s holdings, making the stock its 18th largest […]

Culbertson A N & Co. Inc. cut its position in Brookfield Co. (NYSE:BN – Free Report) by 2.6% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 84,140 shares of the company’s stock after selling 2,275 shares during the quarter. Culbertson A N & Co. […]

Becton, Dickinson and Company (NYSE:BDX – Get Free Report) EVP Michael David Garrison sold 1,300 shares of the firm’s stock in a transaction dated Tuesday, August 8th. The stock was sold at an average price of $277.13, for a total transaction of $360,269.00. Following the transaction, the executive vice president now owns 5,157 shares of […]

Sax Wealth Advisors LLC trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 6.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,947 shares of the pharmacy operator’s stock after selling 270 shares during the period. […]

FirstPurpose Wealth LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,061 shares of the company’s stock after purchasing an additional 118 shares during the period. FirstPurpose […]

Ellevest Inc. lifted its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 349.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,884 shares of the pharmacy operator’s stock after purchasing an additional 2,242 shares during the quarter. Ellevest Inc.’s holdings […]