Heirloom Wealth Management boosted its holdings in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 20.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 844,463 shares of the company’s stock after purchasing an additional 143,560 shares during the period. […]
Heirloom Wealth Management trimmed its position in Republic Services, Inc. (NYSE:RSG – Free Report) by 2.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 74,837 shares of the business services provider’s stock after selling 1,534 shares during the period. Republic […]
Heirloom Wealth Management bought a new position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 377 shares of the medical research company’s stock, valued at approximately $219,000. Other large investors have […]
Heirloom Wealth Management lowered its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 32.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,005 shares of the company’s stock after selling 2,427 shares during the period. Heirloom Wealth […]
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