Page 2 - One Wealth News Today

Evermay Wealth Management LLC increased its holdings in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 1,077.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 57,703 shares of the company’s stock after purchasing […]

Eaton Financial Holdings Company LLC lessened its position in shares of Avnet, Inc. (NASDAQ:AVT – Free Report) by 72.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 36,813 shares of the company’s stock after selling 99,010 shares during the quarter. Eaton Financial Holdings Company LLC’s holdings in […]

CreativeOne Wealth LLC reduced its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 19.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,308 shares of the business services provider’s stock after selling 323 shares during the […]

CreativeOne Wealth LLC decreased its position in shares of SBA Communications Co. (NASDAQ:SBAC – Free Report) by 5.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 957 shares of the technology company’s stock after selling 54 shares during the quarter. CreativeOne Wealth LLC’s […]

CreativeOne Wealth LLC trimmed its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 25.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,746 shares of the exchange traded fund’s stock after selling 4,063 shares during the quarter. CreativeOne Wealth LLC’s holdings in […]

Assetmark Inc. cut its position in shares of Target Co. (NYSE:TGT – Free Report) by 3.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,482 shares of the retailer’s stock after selling 383 shares during the quarter. Assetmark Inc.’s holdings in Target were […]

Advisory Services Network LLC raised its position in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 75,653 shares of the company’s stock after purchasing an additional 2,848 […]

Nomura Asset Management Co. Ltd. cut its position in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 12.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,190,900 shares of the company’s stock after selling 161,700 shares during the quarter. Nomura […]

Westfield Capital Management Co. LP lifted its stake in shares of MGM Resorts International (NYSE:MGM – Free Report) by 21.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,401,407 shares of the company’s stock after acquiring an additional 416,911 shares during […]

Intech Investment Management LLC boosted its position in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 1,004.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 69,114 shares of the construction company’s stock after acquiring an additional 62,859 shares during the […]