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July 4, 2023
High Note Wealth LLC increased its holdings in General Dynamics Co. (NYSE:GD – Free Report) by 10.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,996 shares of the aerospace company’s stock after purchasing an additional 372 shares during the […]
July 4, 2023
High Note Wealth LLC lifted its holdings in L3Harris Technologies, Inc. (NYSE:LHX – Free Report) by 7.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 4,145 shares of the company’s stock after buying an additional 304 shares during the quarter. High Note Wealth LLC’s […]
July 4, 2023
High Note Wealth LLC reduced its stake in shares of BlackRock MuniYield Quality Fund II, Inc. (NYSE:MQT – Free Report) by 9.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,232 shares of the investment management company’s stock after selling […]
July 4, 2023
High Note Wealth LLC lifted its holdings in shares of General Dynamics Co. (NYSE:GD – Free Report) by 10.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,996 shares of the aerospace company’s stock after acquiring an additional 372 […]
July 4, 2023
High Note Wealth LLC purchased a new position in SAP SE (NYSE:SAP – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,706 shares of the software maker’s stock, valued at approximately $216,000. Several other hedge funds and other institutional investors have also made changes […]
July 4, 2023
High Note Wealth LLC boosted its position in VICI Properties Inc. (NYSE:VICI – Free Report) by 8.3% in the first quarter, Holdings Channel.com reports. The firm owned 45,333 shares of the company’s stock after purchasing an additional 3,480 shares during the quarter. High Note Wealth LLC’s holdings in VICI Properties were worth $1,479,000 at the […]
July 4, 2023
High Note Wealth LLC raised its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 0.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 156,617 shares of the company’s stock after purchasing an additional 241 shares during the period. Schwab […]
July 4, 2023
High Note Wealth LLC reduced its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,949 shares of the company’s stock after selling 330 shares during the quarter. High Note Wealth LLC’s […]
July 4, 2023
High Note Wealth LLC raised its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 0.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 244,981 shares of the company’s stock after […]
July 4, 2023
High Note Wealth LLC lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,137 shares of the company’s stock after acquiring an additional 101 shares during the […]