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April 1, 2024
Global Retirement Partners LLC increased its position in GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 28.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,244 shares of the company’s stock after purchasing an additional 1,801 shares during […]
March 28, 2024
Next Level Private LLC decreased its position in Citigroup Inc. (NYSE:C – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,427 shares of the company’s stock after selling 265 shares during the period. Next Level […]
March 28, 2024
Next Level Private LLC bought a new position in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 800 shares of the company’s stock, valued at approximately $201,000. Other hedge funds […]
March 28, 2024
Next Level Private LLC purchased a new position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm purchased 4,546 shares of the bank’s stock, valued at approximately $237,000. Other institutional investors and hedge funds have also made changes to their positions […]
March 28, 2024
Next Level Private LLC lowered its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,665 shares of the company’s stock after selling 449 shares during the quarter. Next Level Private […]
March 28, 2024
Next Level Private LLC purchased a new stake in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 800 shares of the company’s stock, valued at approximately $201,000. Several other institutional investors and […]
March 28, 2024
Next Level Private LLC purchased a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 574 shares of the investment management company’s stock, valued at approximately $221,000. Several other institutional investors and […]
March 28, 2024
Next Level Private LLC reduced its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 7.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,665 shares of the company’s stock after selling 449 shares during the period. Next […]
February 8, 2024
Former UBS advisor Barry Mitchell discusses why he messed with success and broke away from UBS.
December 29, 2023
SFG Wealth Management LLC. trimmed its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 3.9% during the third quarter, HoldingsChannel reports. The institutional investor owned 8,068 shares of the company’s stock after selling 325 shares during the quarter. SFG Wealth Management LLC.’s holdings in First Trust NASDAQ Rising […]