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Peregrine Asset Advisers Inc. Makes New Investment in iShares TIPS Bond ETF (NYSEARCA:TIP)

Peregrine Asset Advisers Inc. purchased a new position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 12,177 shares of the exchange traded fund’s stock, valued at approximately $1,263,000. A number […]
Sharkey Howes Javer Evexia Wealth Congress Wealth Management Perigon Wealth Management Firstpurpose Wealth Barclays Treasury Inflation Protected Securities Bond Fund

Adirondack Trust Co. Makes New $75,000 Investment in iShares U.S. Treasury Bond ETF (BATS:GOVT)

Adirondack Trust Co. purchased a new position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 3,383 shares of the company’s stock, valued at approximately $75,000. A number of other hedge funds […]
Adirondack Trust Co Fifth Third Bancorp Third Bancorp Congress Wealth Management Exchange Commission Sandy Spring Bank

Sharkey Howes & Javer Buys Shares of 26,099 iShares TIPS Bond ETF (NYSEARCA:TIP)

Sharkey Howes & Javer bought a new stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 26,099 shares of the exchange traded fund’s stock, valued at approximately $2,707,000. Several other hedge funds and other institutional […]
Sharkey Howes Javer Money Design Co Barclays Treasury Inflation Protected Securities Bond Fund Evexia Wealth Congress Wealth Management Perigon Wealth Management

FirstPurpose Wealth LLC Grows Stock Holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

FirstPurpose Wealth LLC boosted its stake in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 9.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 8,635 shares of the company’s stock after buying an additional 761 shares during the period. FirstPurpose Wealth […]
Investment Management A Davidson Da Davidson Firstpurpose Wealth Belpointe Asset Management Moisand Fitzgerald Tamayo

FirstPurpose Wealth LLC Sells 334 Shares of Applied Materials, Inc. (NASDAQ:AMAT)

FirstPurpose Wealth LLC reduced its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 16.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,712 shares of the manufacturing equipment provider’s stock after selling 334 shares during the […]
Omkaram Nalamasu Redburn Atlantic Materials Inc Capital International Investors Bank Julius Baer Co Applied Materials
Source: wkrb13.com

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Becton, Dickinson and Company (NYSE:BDX) Shares Sold by Inlet Private Wealth LLC

Inlet Private Wealth LLC lowered its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 20.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,400 shares of the medical instruments supplier’s stock after selling 357 shares […]
Richard Byrd Raymond James Becton Dickinson Piper Sandler Bd Life Sciences Harbour Investments Inc

FirstPurpose Wealth LLC Makes New Investment in Comfort Systems USA, Inc. (NYSE:FIX)

FirstPurpose Wealth LLC purchased a new position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the third quarter, HoldingsChannel.com reports. The fund purchased 1,233 shares of the construction company’s stock, valued at approximately $210,000. Several other hedge funds and other institutional investors have also recently made changes to their positions in […]
United States Vancew Tang Williamj Sandbrook Harel Insurance Investments Financial Services Ltd Meeder Asset Management Inc Firstpurpose Wealth

3M (NYSE:MMM) Shares Bought by FirstPurpose Wealth LLC

FirstPurpose Wealth LLC raised its stake in shares of 3M (NYSE:MMM – Free Report) by 25.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,616 shares of the conglomerate’s stock after acquiring an additional 529 shares during the period. FirstPurpose […]
United States San Diego Jpmorgan Chase Co Exchange Commission Financial Freedom Wells Fargo Company

11,878 Shares in The AES Co. (NYSE:AES) Purchased by FirstPurpose Wealth LLC

FirstPurpose Wealth LLC bought a new position in shares of The AES Co. (NYSE:AES – Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund bought 11,878 shares of the utilities provider’s stock, valued at approximately $181,000. A number of other large investors have also […]
United States Stephen Coughlin Paull Freedman Mn Services Vermogensbeheer Firstpurpose Wealth Morgan Stanley

FirstPurpose Wealth LLC Cuts Stake in TechnipFMC plc (NYSE:FTI)

FirstPurpose Wealth LLC lessened its holdings in shares of TechnipFMC plc (NYSE:FTI – Free Report) by 22.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,739 shares of the oil and gas company’s stock after selling 3,482 shares during the […]
United States Asia Pacific Firstpurpose Wealth American International Group Inc Tower Research Capital Covestor Ltd

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