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Platform Technology Partners Sells 1,256 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Platform Technology Partners lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 24.1% in the fourth quarter, HoldingsChannel reports. The fund owned 3,947 shares of the healthcare conglomerate’s stock after selling 1,256 shares during the period. Platform Technology Partners’ holdings in UnitedHealth Group were worth $2,043,000 as of its most […]
United States Platform Technology Partners International Assets Investment Management Unitedhealth Group Incorporated Optum Health Unitedhealth Group

Platform Technology Partners Decreases Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Platform Technology Partners lowered its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 24.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,947 shares of the healthcare conglomerate’s stock after selling 1,256 shares during the quarter. Platform Technology Partners’ […]
United States Unitedhealth Group Increases Dividend Unitedhealth Group Price Performance Financial Services News Ratings For Unitedhealth Group Daily Platform Technology Partner
Source: wkrb13.com

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stock Position Lifted by Platform Technology Partners

Platform Technology Partners grew its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 49.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 66,478 shares of the company’s stock after purchasing an additional 21,940 shares […]
Dow Jones Howe Rusling Inc Venturi Wealth Management Platform Technology Partner Raleigh Capital Management Inc Exchange Commission

Platform Technology Partners Has $3.61 Million Holdings in Johnson & Johnson (NYSE:JNJ)

Platform Technology Partners increased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 23.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 22,889 shares of the company’s stock after purchasing an additional 4,414 shares during the quarter. Johnson & […]
United States Vinva Investment Management Ltd Lokken Investment Group Morgan Stanley Angeles Wealth Management Platform Technology Partners
Source: wkrb13.com

Apollo Global Management, Inc. (NYSE:APO) Shares Sold by Platform Technology Partners

Platform Technology Partners trimmed its holdings in Apollo Global Management, Inc. (NYSE:APO – Free Report) by 5.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 71,753 shares of the financial services provider’s stock after selling 4,346 shares during the quarter. Apollo Global Management […]
Martin Kelly Banque Cantonale Vaudoise Jp Morgan Private Wealth Advisors Apollo Global Management Company Profile Jump Financial Platform Technology Partners

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Platform Technology Partners Has $4.97 Million Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Platform Technology Partners increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,249 shares of the financial services provider’s stock after acquiring an additional 953 shares during the […]
Robertw Baird Elenaa Korablina James Dimon Securities Exchange Commission Corporate Investment Bank Consumer Community Banking

Johnson & Johnson (NYSE:JNJ) Shares Acquired by Platform Technology Partners

Platform Technology Partners lifted its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 23.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,889 shares of the company’s stock after purchasing an additional 4,414 shares during the period. […]
United States Morgan Stanley Pacific Capital Wealth Advisors Inc Asset Management Corp Platform Technology Partners Keener Financial Planning

Platform Technology Partners Raises Holdings in McDonald's Co. (NYSE:MCD)

Platform Technology Partners lifted its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 7.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,166 shares of the fast-food giant’s stock after purchasing an additional 549 shares during the quarter. McDonald’s accounts […]
United States Josephm Erlinger Platform Technology Partner Lokken Investment Group Mcdonald Corporation Angeles Wealth Management

Platform Technology Partners Sells 23 Shares of Costco Wholesale Co. (NASDAQ:COST)

Platform Technology Partners lessened its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,656 shares of the retailer’s stock after selling 23 shares during the quarter. Costco Wholesale makes […]
United States Puerto Rico United Kingdom New Zealand Russelld Miller Roth Mkm

Platform Technology Partners Cuts Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Platform Technology Partners reduced its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 22.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 29,135 shares of the company’s stock after selling 8,449 shares during the period. Platform […]
Financial Gravity Asset Management Inc Platform Technology Partner Sugarloaf Wealth Management Financial Connections Group Inc Family Office Platform Technology Partners
Source: wkrb13.com

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