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Golden State Equity Partners Sells 72 Shares of The Boeing Company (NYSE:BA)

Golden State Equity Partners Sells 72 Shares of The Boeing Company (NYSE:BA)
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Yoder Wealth Management Inc. Takes $234,000 Position in The Boeing Company (NYSE:BA)

Yoder Wealth Management Inc. purchased a new stake in The Boeing Company (NYSE:BA – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 899 shares of the aircraft producer’s stock, valued at approximately $234,000. A number of other […]

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Truist Financial Corp Reduces Stock Position in The Boeing Company (NYSE:BA)

Truist Financial Corp cut its position in shares of The Boeing Company (NYSE:BA – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 376,961 shares of the aircraft producer’s stock after selling 15,306 shares during the period. Truist […]

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Bailard Inc. Has $1.33 Million Stock Position in The Boeing Company (NYSE:BA)

Bailard Inc. Has $1.33 Million Stock Position in The Boeing Company (NYSE:BA)
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Nadler Financial Group Inc. Has $8.87 Million Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Nadler Financial Group Inc. boosted its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 117,780 shares of the company’s stock after purchasing an additional 1,208 shares during the quarter. Schwab […]

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Meritage Portfolio Management Acquires Shares of 54,334 SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP)

Meritage Portfolio Management acquired a new stake in shares of SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 54,334 shares of the company’s stock, valued at approximately $7,439,000. Meritage Portfolio […]

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Abbrea Capital LLC Boosts Stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Abbrea Capital LLC grew its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,675 shares of the company’s stock after buying an additional 1,030 shares during the […]

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Retirement Solution Inc. Purchases 9,914 Shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP)

Retirement Solution Inc. raised its position in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 716,342 shares of the company’s stock after buying an additional 9,914 shares […]

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BIP Wealth LLC Invests $284,000 in The Boeing Company (NYSE:BA)

BIP Wealth LLC acquired a new position in The Boeing Company (NYSE:BA – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,089 shares of the aircraft producer’s stock, valued at approximately $284,000. Several other large […]

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GAMMA Investing LLC Purchases New Position in Dollar General Co. (NYSE:DG)

GAMMA Investing LLC acquired a new position in shares of Dollar General Co. (NYSE:DG – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 2,380 shares of the company’s stock, valued at approximately $314,000. Several other institutional investors have also modified their holdings of DG. McGlone Suttner Wealth Management Inc. purchased a […]

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