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Wade Financial Advisory Inc Buys New Holdings in General Electric (NYSE:GE)

Wade Financial Advisory Inc bought a new stake in General Electric (NYSE:GE – Get Rating) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 2,594 shares of the conglomerate’s stock, valued at approximately $248,000. Other hedge funds have also bought and sold shares of the […]
United States Michaelj Holston Thomass Timko Securities Exchange Commission Prostatis Group Morgan Stanley

CMH Wealth Management LLC Grows Stake in Honeywell International Inc. (NASDAQ:HON)

CMH Wealth Management LLC lifted its stake in shares of Honeywell International Inc. (NASDAQ:HON – Get Rating) by 3.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,476 shares of the conglomerate’s stock after purchasing an additional 841 shares during the […]
Vimal Kapur Insider Transactions At Honeywell International Honeywell International Stock Performance Cmh Wealth Management Honeywell International Company Profile Prostatis Group

Prostatis Group LLC Makes New $125,000 Investment in Carrier Global Co. (NYSE:CARR)

Prostatis Group LLC acquired a new position in Carrier Global Co. (NYSE:CARR – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 124,266 shares of the company’s stock, valued at approximately $125,000. Several other institutional investors have also recently added to […]
Jurgen Timperman Claro Advisors Prostatis Group Carrier Global Corporation Nordwand Advisors Securities Exchange Commission

Pacer US Cash Cows 100 ETF (BATS:COWZ) Stock Position Cut by Clarus Wealth Advisors

Clarus Wealth Advisors reduced its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Get Rating) by 0.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 131,770 shares of the company’s stock after selling 472 shares during […]
Ten Capital Wealth Advisors Bergankdv Wealth Management Company Profile Prostatis Group Exchange Commission Clarus Wealth Advisors

Clarus Wealth Advisors Acquires 871 Shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Clarus Wealth Advisors increased its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Get Rating) by 5.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,062 shares of the company’s stock after purchasing an additional […]
Inspirion Wealth Advisors Authentikos Wealth Advisory Weitzel Financial Services Inc Exchange Commission Company Profile Prostatis Group

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iShares National Muni Bond ETF (NYSEARCA:MUB) Position Boosted by Austin Private Wealth LLC

Austin Private Wealth LLC lifted its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 0.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 288,356 shares of the exchange traded fund’s stock after acquiring an additional 1,963 shares during […]
Sp National Municipal Bond Fund Kovitz Investment Group Partners Austin Private Wealth Willow Creek Wealth Management Inc National Muni Bond Exchange Commission

Alphabet Inc. (NASDAQ:GOOGL) Shares Acquired by Prostatis Group LLC

Prostatis Group LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 549.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 55,196 shares of the information services provider’s stock after acquiring an additional 46,698 shares during the quarter. Prostatis Group LLC’s […]
United States Robertw Baird Sanfordc Bernstein Johnl Hennessy Google Services Alphabet Inc

Prostatis Group LLC Has $134,000 Stock Position in Mondelez International, Inc. (NASDAQ:MDLZ)

Prostatis Group LLC increased its position in Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 109.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 111,316 shares of the company’s stock after buying an additional 58,290 shares during the period. […]
United States Stifel Nicolaus Sanfordc Bernstein Exchange Commission Covestor Ltd United Bank

Prostatis Group LLC Purchases New Position in Philip Morris International Inc. (NYSE:PM)

Prostatis Group LLC acquired a new position in shares of Philip Morris International Inc. (NYSE:PM – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 101,429 shares of the company’s stock, valued at approximately $123,000. Other institutional investors and hedge funds […]
United States Stifel Nicolaus Managers Group Exchange Commission Philip Morris International Dividend Announcement Philip Morris International

Lpwm LLC Takes $234,000 Position in Vanguard Communication Services ETF (NYSEARCA:VOX)

Lpwm LLC acquired a new stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Get Rating) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,417 shares of the company’s stock, valued at approximately $234,000. Other hedge funds and other institutional investors […]
United States Msci Us Investable Market Telecommunication Services America Corp News Ratings For Vanguard Communication Services Vanguard Communication Services Grey Fox Wealth Advisors

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