Page 3 - One Wealth News Today

Founders Financial Alliance LLC lifted its position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY – Free Report) by 1.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 84,946 shares of the company’s stock after purchasing an additional 1,564 shares during […]

Founders Financial Alliance LLC raised its position in shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY – Free Report) by 1.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 84,946 shares of the company’s stock after purchasing an additional 1,564 shares during the quarter. JPMorgan BetaBuilders USD High Yield Corporate Bond […]

Westfield Capital Management Co. LP lifted its stake in shares of Option Care Health, Inc. (NASDAQ:OPCH – Free Report) by 19.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,482,732 shares of the company’s stock after purchasing an additional 735,344 shares during the period. Option Care Health comprises approximately 0.9% of Westfield Capital […]

Franklin Resources Inc. grew its holdings in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 233,807 shares of the financial services provider’s stock after buying an additional 3,574 shares during the quarter. Franklin […]

CreativeOne Wealth LLC cut its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 13.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,366 shares of the construction company’s stock after selling 212 shares during the period. CreativeOne Wealth LLC’s holdings in United […]

CreativeOne Wealth LLC reduced its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 60.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,102 shares of the healthcare product maker’s stock after selling 9,275 shares during the period. CreativeOne […]

CreativeOne Wealth LLC reduced its position in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,185 shares of the company’s stock after selling 575 shares during the period. CreativeOne Wealth […]

EverSource Wealth Advisors LLC trimmed its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 37.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,895 shares of the pharmacy operator’s stock after selling 6,533 shares during the period. EverSource […]

EverSource Wealth Advisors LLC increased its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,124 shares of the company’s stock after purchasing an additional 68 shares during the quarter. EverSource […]

CreativeOne Wealth LLC grew its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,646 shares of the medical equipment provider’s stock after buying an additional 75 shares during the quarter. CreativeOne Wealth LLC’s holdings in Intuitive Surgical were worth $555,000 at […]