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Schrum Private Wealth Management LLC Sells 445 Shares of Alphabet Inc. (NASDAQ:GOOG)

Schrum Private Wealth Management LLC reduced its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 15.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,355 shares of the information services provider’s stock after selling 445 shares during the quarter. Schrum Private […]

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Bernardo-wealth-planning
Google-services

Toth Financial Advisory Corp Cuts Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Toth Financial Advisory Corp decreased its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 7.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,394 shares of the company’s stock after selling 110 shares during the quarter. Toth Financial Advisory […]

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iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Financial Futures Ltd Liability Co.

Financial Futures Ltd Liability Co. trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,424 shares of the company’s stock after selling 49 shares during the quarter. […]

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Charter Oak Capital Management LLC Has $1.47 Million Position in Vanguard Health Care ETF (NYSEARCA:VHT)

Charter Oak Capital Management LLC grew its stake in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 3.1% during the 4th quarter, HoldingsChannel reports. The fund owned 5,868 shares of the company’s stock after acquiring an additional 178 shares during the period. Charter Oak Capital Management LLC’s holdings in Vanguard Health Care […]

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JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is Financial Futures Ltd Liability Co.'s 8th Largest Position

Financial Futures Ltd Liability Co. reduced its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 6.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 114,747 shares of the company’s stock after selling 7,942 shares during the quarter. JPMorgan Equity […]

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