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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 […]
July 4, 2023
High Note Wealth LLC increased its holdings in Pioneer Natural Resources (NYSE:PXD – Free Report) by 5.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 6,950 shares of the oil and gas development company’s stock after buying an additional 351 shares during the period. High Note […]
July 4, 2023
Whittier Trust Co. grew its position in Raytheon Technologies Co. (NYSE:RTX – Free Report) by 0.4% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 295,892 shares of the company’s stock after buying an additional 1,098 shares during the period. Whittier Trust Co.’s holdings in Raytheon […]
June 9, 2023
Deutsche Bank AG reduced its position in Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 25.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,040,367 shares of the company’s stock after selling 694,994 shares during the period. Deutsche Bank AG owned about […]
June 9, 2023
Paragon Private Wealth Management LLC boosted its stake in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 7.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 7,435 shares of the company’s stock after purchasing an additional 546 shares during the quarter. Paragon Private Wealth Management LLC’s holdings in Raytheon Technologies were worth […]
June 7, 2023
Clear Street Markets LLC boosted its holdings in Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 263.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,260 shares of the company’s stock after buying an additional 5,260 shares during the period. Clear Street Markets […]