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June 19, 2023
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 […]
June 19, 2023
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 […]
June 19, 2023
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 […]
June 19, 2023
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 […]
June 19, 2023
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 […]
June 19, 2023
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 […]
June 19, 2023
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 […]
June 19, 2023
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. […]
June 19, 2023
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 […]
June 19, 2023
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 […]