Heirloom Wealth Management lifted its holdings in Visa Inc. (NYSE:V – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 69,719 shares of the credit-card processor’s stock after acquiring an additional 986 shares during the period. Visa […]
Heirloom Wealth Management lowered its stake in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 17.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,319,549 shares of the company’s stock after selling 272,049 shares […]
Heirloom Wealth Management lifted its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 2.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 27,947 shares of the fast-food giant’s stock after buying an additional 561 shares during the quarter. McDonald’s accounts for 3.2% of Heirloom Wealth Management’s portfolio, making the stock […]
Heirloom Wealth Management trimmed its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 95.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,538 shares of the exchange traded fund’s stock after selling […]
Heirloom Wealth Management acquired a new position in shares of Ventas, Inc. (NYSE:VTR – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 4,018 shares of the real estate investment trust’s stock, valued at approximately $200,000. Several other institutional investors also recently bought […]