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High Note Wealth LLC Sells 18,771 Shares of Invesco Trust for Investment Grade Municipals (NYSE:VGM)

High Note Wealth LLC decreased its holdings in Invesco Trust for Investment Grade Municipals (NYSE:VGM – Get Rating) by 36.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 32,095 shares of the investment management company’s stock after selling 18,771 shares during the quarter. […]
Mercer Global Advisors Inc Wealth Alliance Advisory Group Virtu Financial Invesco Trust For Investment Grade Municipals Gill Capital Partners High Note Wealth

High Note Wealth LLC Purchases Shares of 1,919 T-Mobile US, Inc. (NASDAQ:TMUS)

High Note Wealth LLC purchased a new stake in T-Mobile US, Inc. (NASDAQ:TMUS – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,919 shares of the Wireless communications provider’s stock, valued at approximately $269,000. Several other large investors […]
Neviller Ray Securities Exchange Commission High Note Wealth Householder Group Estate Retirement Specialist Xponance Inc Sei Investments Co

Eclectic Associates Inc. ADV Has $597,000 Stake in Raytheon Technologies Co. (NYSE:RTX)

Eclectic Associates Inc. ADV lifted its position in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 2.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,912 shares of the company’s stock after acquiring an additional 167 shares […]
Amyl Johnson Credit Suisse Group Investment Advisers Aintree Capital Securities Exchange Commission Jpmorgan Chase Co
Source: wkrb13.com

High Note Wealth LLC Makes New Investment in Xcel Energy Inc. (NASDAQ:XEL)

High Note Wealth LLC bought a new position in Xcel Energy Inc. (NASDAQ:XEL – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 2,935 shares of the company’s stock, valued at approximately $206,000. A number of other large investors have also […]
United States South Dakota North Dakota New Mexico Frankp Prager Insider Activity At Xcel Energy
Source: wkrb13.com

L3Harris Technologies, Inc. (NYSE:LHX) Shares Bought by High Note Wealth LLC

High Note Wealth LLC increased its holdings in shares of L3Harris Technologies, Inc. (NYSE:LHX – Get Rating) by 5.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,841 shares of the company’s stock after purchasing an additional 188 shares during […]
Robertw Baird Wealth Management Wells Fargo Company Sather Financial Group Inc Mission Systems Exchange Commission

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High Note Wealth LLC Buys 283 Shares of General Dynamics Co. (NYSE:GD)

High Note Wealth LLC raised its position in shares of General Dynamics Co. (NYSE:GD – Get Rating) by 8.5% in the fourth quarter, HoldingsChannel reports. The fund owned 3,624 shares of the aerospace company’s stock after acquiring an additional 283 shares during the period. High Note Wealth LLC’s holdings in General Dynamics were worth $899,000 […]
City Of United Kingdom Zurcher Kantonalbank Zurich Cantonalbank Mark Lagrand Burns Dynamics Co Royal London Asset Management Ltd

Eclectic Associates Inc. ADV Buys 127 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Eclectic Associates Inc. ADV boosted its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 1.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 10,458 shares of the company’s stock after purchasing an additional 127 shares during the period. Vanguard Mid-Cap ETF makes up 1.0% of Eclectic Associates Inc. ADV’s portfolio, making the […]
United States Vanguard Group Inc Cap Index Fund Proffitt Goodson Inc Goelzer Investment Management Inc Quantitative Equity Group
Source: wkrb13.com

Golden Green Inc. Purchases Shares of 10,644 Raytheon Technologies Co. (NYSE:RTX)

Golden Green Inc. bought a new position in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 10,644 shares of the company’s stock, valued at approximately $1,074,000. Raytheon Technologies accounts for about 1.1% of Golden Green […]
Amyl Johnson High Note Wealth Raytheon Technologies Co Apollon Wealth Management Securities Exchange Commission Corundum Group Inc

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