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Intergy Private Wealth LLC Takes $236,000 Position in Exxon Mobil Co. (NYSE:XOM)

Intergy Private Wealth LLC bought a new position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 2,028 shares of the oil and gas company’s stock, valued at approximately $236,000. A […]

United-states
American
Piper-sandler
Darrinl-talley
First-american-trust
Exxon-mobil-corporation
Exchange-commission
Scotiabank
Wealth-advisors-inc
Exxon-mobil-co
Morgan-stanley
Tranquility-partners

Davis R M Inc. Buys 19,180 Shares of Exxon Mobil Co. (NYSE:XOM)

Davis R M Inc. boosted its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 369,918 shares of the oil and gas company’s stock after purchasing an additional 19,180 shares during the quarter. Davis […]

United-states
American
Darrinl-talley
Sterling-manor-financial
Wealth-advisors-inc
Exxon-mobil-co
Exxon-mobil
Wells-fargo-company
Exxon-mobil-corporation
Morgan-stanley
Davis-rm-inc

Wade G W & Inc. Buys 10,599 Shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Wade G W & Inc. Buys 10,599 Shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)
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Exchange-commission
Allspring-global-investments-holdings
Congress-wealth-management
Southern-capital-advisors
Wadegw-inc
Sterling-manor-financial
Shares-russell-mid-cap-growth
Free-report
Global-investments-holdings
Investment-advisors
Wealth-management

McKinley Carter Wealth Services Inc. Sells 1,142 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

McKinley Carter Wealth Services Inc. Sells 1,142 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
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Third-bancorp
York-mellon-corp
Sterling-manor-financial
Fifth-third-bancorp
Holdings-channel
Endowment-wealth-management-inc
Mckinley-carter-wealth-services-inc
Blackrock
Congress-wealth-management
Mckinley-carter-wealth-services
Shares-core-dividend-growth

Legacy Capital Wealth Partners LLC Invests $994,000 in FT Vest U.S. Equity Buffer ETF – April (BATS:FAPR)

Legacy Capital Wealth Partners LLC purchased a new position in shares of FT Vest U.S. Equity Buffer ETF – April (BATS:FAPR – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 28,449 shares of the company’s stock, valued at approximately $994,000. A […]

Legacy-capital-wealth-partners
Atria-investments-inc
Sterling-manor-financial
Securities-inc
Blue-bell-private-wealth-management
Exchange-commission
Raymond-james-financial-services-advisors-inc
Free-report
James-financial-services-advisors
Bell-private-wealth-management
Manor-financial

Western Wealth Management LLC Reduces Position in First Trust BuyWrite Income ETF (NASDAQ:FTHI)

Western Wealth Management LLC cut its position in shares of First Trust BuyWrite Income ETF (NASDAQ:FTHI – Free Report) by 13.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 62,875 shares of the company’s stock after selling 9,665 shares during the quarter. Western Wealth Management LLC’s holdings in First Trust BuyWrite Income ETF […]

First-trust-buywrite-income
Sterling-manor-financial
Cerity-partners
News-ratings-for-first-trust-buywrite-income
Holdings-channel
Wealth-management
Quarter-for-first-trust-buywrite-income
Perigon-wealth-management
International-assets-investment-management
Western-wealth-management
Free-report

iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Stake Increased by Jmac Enterprises LLC

Jmac Enterprises LLC increased its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 7.6% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 112,609 shares of the company’s stock after purchasing an additional 8,002 shares during the period. iShares 1-3 […]

Lester-murray-antman
Capasso-planning-partners
Prairieview-partners
Sequoia-financial-advisors
Sterling-manor-financial
Jmac-enterprises
Blackrock
Treasury-bond
Free-report
Planning-partners
Manor-financial
Murray-antman

Fingerlakes Wealth Management Inc. Raises Stock Position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Fingerlakes Wealth Management Inc. increased its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 29.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,814 shares of the company’s stock after purchasing an additional 4,099 shares during the quarter. Fingerlakes Wealth […]

Eed-planning-group
Sterling-manor-financial
Blackrock
Company-profile
Fingerlakes-wealth-management-inc
Williams-novak
Randolph-co-inc
Geneos-wealth-management-inc
Exchange-commission
Fingerlakes-wealth-management
Shares-core-dividend-growth

Fingerlakes Wealth Management Inc. Raises Stock Position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Fingerlakes Wealth Management Inc. increased its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 29.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,814 shares of the company’s stock after purchasing an additional 4,099 shares during the quarter. Fingerlakes Wealth […]

Sterling-manor-financial
Eed-planning-group
Williams-novak
Fingerlakes-wealth-management-inc
Company-profile
Blackrock
Geneos-wealth-management-inc
Randolph-co-inc
Exchange-commission
Fingerlakes-wealth-management
Shares-core-dividend-growth

First Trust Emerging Markets Local Currency Bond ETF (NASDAQ:FEMB) Holdings Lessened by Sterling Manor Financial LLC

First Trust Emerging Markets Local Currency Bond ETF (NASDAQ:FEMB) Holdings Lessened by Sterling Manor Financial LLC
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First-trust-emerging-markets-local-currency-bond
Envestnet-asset-management-inc
First-trust-advisors
Sterling-manor-financial
Baird-financial-group-inc
Wells-fargo-company
Free-report
Trust-emerging-markets-local-currency-bond
Manor-financial
Trust-advisors
Street-group

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