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Oak Harvest Investment Services Cuts Stock Position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Oak Harvest Investment Services reduced its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 43.5% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 193,322 shares of the company’s stock after selling 148,923 shares during the quarter. SPDR […]
Forum Financial Management Oak Harvest Investment Service Securities Exchange Commission Income Strategies Prostatis Group Oak Harvest Investment Services

iShares U.S. Industrials ETF (BATS:IYJ) Sets New 12-Month Low at $101.54

Shares of iShares U.S. Industrials ETF (BATS:IYJ – Get Free Report) reached a new 52-week low on Monday . The company traded as low as $101.54 and last traded at $102.13, with a volume of 46195 shares. The stock had previously closed at $101.76. iShares U.S. Industrials ETF Trading Up 0.4 % The business has […]
United States Dow Jones Eudaimonia Advisors Blair William Co Frank Rimerman Advisors Prostatis Group

Signet Financial Management LLC Lowers Holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Signet Financial Management LLC reduced its holdings in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 1.4% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 19,538 shares of the company’s stock after selling 283 shares during the period. Signet Financial Management LLC’s holdings in Vanguard Mid-Cap Growth ETF were […]
United States Holdings Channel Group Wealth Management Cap Growth Index Fund Income Strategies Signet Financial Management
Source: wkrb13.com

1,530 Shares in JPMorgan Chase & Co. (NYSE:JPM) Purchased by American Financial Advisors LLC

American Financial Advisors LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,530 shares of the financial services provider’s stock, valued at approximately $222,000. Other hedge […]
United States Stacey Friedman Jpmorgan Chase Co American Financial Advisors Cravens Co Advisors Oxler Private Wealth

Herold Advisors Inc. Reduces Stake in General Electric (NYSE:GE)

Herold Advisors Inc. lessened its stake in shares of General Electric (NYSE:GE – Free Report) by 7.5% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,093 shares of the conglomerate’s stock after selling 252 shares during the quarter. Herold Advisors Inc.’s holdings in […]
Michaelj Holston Global Wealth Management Investment Advisory Inc Prostatis Group Securities Exchange Commission Wells Fargo Company Financial Freedom

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Donaldson Capital Management LLC Decreases Holdings in Valero Energy Co. (NYSE:VLO)

Donaldson Capital Management LLC cut its holdings in shares of Valero Energy Co. (NYSE:VLO – Free Report) by 23.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 269,803 shares of the oil and gas company’s stock after selling 81,242 shares […]
United Kingdom United States Josephw Gorder Piper Sandler News Ratings For Valero Energy Daily Sageworth Trust Co

Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Shares Sold by Harbor Investment Advisory LLC

Harbor Investment Advisory LLC decreased its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 37.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,755 shares of the company’s stock after selling 1,674 shares during […]
New York United States Company Profile Harbor Investment Advisory Skyoak Wealth Exchange Commission

Perfromance Wealth Partners LLC Cuts Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Perfromance Wealth Partners LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.1% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 101,859 shares of the financial services provider’s stock after selling 6,603 shares during the quarter. JPMorgan Chase […]
Societe Generale Stacey Friedman Oxler Private Wealth Corporate Investment Bank Cravens Co Advisors Securities Exchange Commission

iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Acquired by Procyon Advisors LLC

Procyon Advisors LLC grew its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 12.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,813 shares of the company’s stock after purchasing an additional 13,386 shares during the period. […]
Bartlett Co Osterweis Capital Management Inc Procyon Advisors Money Concepts Capital Corp Exchange Commission Company Profile

Steph & Co. Sells 449 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Steph & Co. decreased its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 8.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,898 shares of the company’s stock after selling 449 shares during the period. Vanguard […]
United States Heritage Wealth Management Steph Co Prostatis Group Income Strategies Group Wealth Management

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