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May 18, 2023
Financial Management Network Inc. decreased its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,793 shares of the company’s stock after selling 221 shares during […]
May 18, 2023
Financial Management Network Inc. increased its position in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 6.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 4,496 shares of the fast-food giant’s stock after purchasing an additional 289 shares during the quarter. Financial Management Network Inc.’s holdings in McDonald’s were worth $1,189,000 at […]
May 18, 2023
Commerce Bank raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 3.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 125,119 shares of the healthcare conglomerate’s stock after acquiring an additional 4,382 shares during the quarter. Commerce Bank’s […]
May 18, 2023
GFI Investment Counsel Ltd. bought a new position in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 8,565 shares of the exchange traded fund’s stock, valued at approximately $2,281,000. Invesco QQQ Trust accounts for about 0.4% of […]
May 18, 2023
Financial Management Network Inc. reduced its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 14.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,584 shares of the exchange traded fund’s stock after selling 2,030 shares during the quarter. Financial […]
May 18, 2023
Avantax Planning Partners Inc. decreased its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 3.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,711 shares of the exchange traded fund’s stock after selling 384 shares […]
May 18, 2023
Financial Management Network Inc. raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 21.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 533 shares of the healthcare conglomerate’s stock after acquiring an additional 94 shares during the period. […]
May 18, 2023
Wealth Architects LLC lessened its holdings in Visa Inc. (NYSE:V – Get Rating) by 3.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,150 shares of the credit-card processor’s stock after selling 126 shares during the quarter. Wealth Architects LLC’s holdings in Visa were worth $655,000 as of its most recent SEC filing. […]
May 18, 2023
Financial Management Network Inc. increased its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 1.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,460 shares of the information services provider’s stock after purchasing an additional 200 […]
May 18, 2023
Financial Management Network Inc. lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 80.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,530 shares of the company’s stock after selling 6,457 shares during the […]