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October 5, 2023
FirstPurpose Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.1% in the second quarter, according to its most recent filing with the SEC. The firm owned 1,429 shares of the company’s stock after acquiring an additional 131 shares during the period. FirstPurpose Wealth LLC’s holdings […]
October 5, 2023
FirstPurpose Wealth LLC increased its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,876 shares of the company’s stock after purchasing an additional 67 shares during the period. FirstPurpose […]
October 5, 2023
Standpoint Asset Management LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 108,700 shares of the company’s stock after acquiring an additional […]
October 5, 2023
Comgest Global Investors S.A.S. boosted its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 2,875.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 427,254 shares of the company’s stock after purchasing an additional 412,893 shares during the quarter. Zoetis comprises […]
October 4, 2023
FirstPurpose Wealth LLC lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,130 shares of the network equipment provider’s stock after purchasing an additional 429 shares during […]
October 4, 2023
FirstPurpose Wealth LLC raised its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 6.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,240 shares of the biopharmaceutical company’s stock after purchasing an additional 184 shares during the quarter. FirstPurpose Wealth LLC’s holdings […]
October 4, 2023
Creative Planning boosted its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 5.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 169,256 shares of the home improvement retailer’s stock after buying an additional 9,112 shares during the […]
October 4, 2023
Ellsworth Advisors LLC lifted its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 4.8% in the second quarter, HoldingsChannel reports. The firm owned 10,623 shares of the biopharmaceutical company’s stock after buying an additional 482 shares during the quarter. Ellsworth Advisors LLC’s holdings in Bristol-Myers Squibb were worth $679,000 as of its most recent […]
October 4, 2023
Evensky & Katz LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 19.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 727,322 shares of the company’s stock after acquiring an additional 118,463 shares during the quarter. […]
October 4, 2023
Sage Mountain Advisors LLC lowered its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 41,333 shares of the company’s stock after selling 1,368 shares during the […]