📰 Purpose Wealth News
Page 26 - Purpose Wealth News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Purpose Wealth. Real-time updates on events, politics, business and more.
July 25, 2023
River Street Advisors LLC increased its position in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 4.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,566 shares of the company’s stock after acquiring an additional 146 shares during the period. River Street […]
July 25, 2023
FirstPurpose Wealth LLC grew its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 6.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 7,773 shares of the entertainment giant’s stock after purchasing an additional 487 shares during the quarter. FirstPurpose […]
July 25, 2023
Vision Capital Management Inc. boosted its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 580.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 66,919 shares of the financial services provider’s stock after buying an additional 57,088 shares during the period. Vision Capital Management […]
July 25, 2023
Barnett & Company Inc. cut its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.2% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,863 shares of the medical research company’s stock after selling 139 shares during the period. Thermo […]
July 25, 2023
Optimum Investment Advisors reduced its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 5.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,091 shares of the credit services provider’s stock after selling 375 shares during the quarter. Mastercard accounts for 1.2% […]
July 25, 2023
Lcnb Corp trimmed its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,311 shares of the company’s stock after selling 101 shares during the period. PepsiCo accounts for […]
July 25, 2023
Guardian Wealth Advisors LLC lifted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 349.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,542 shares of the company’s stock after purchasing an additional 4,308 shares during the […]
July 25, 2023
OLD Second National Bank of Aurora trimmed its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 1.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,356 shares of the medical technology company’s stock after selling 435 shares during the […]
July 25, 2023
Vision Capital Management Inc. trimmed its position in shares of Accenture plc (NYSE:ACN – Free Report) by 4.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,007 shares of the information technology services provider’s stock after selling 305 shares during the period. Vision […]
July 25, 2023
FirstPurpose Wealth LLC boosted its stake in Comcast Co. (NASDAQ:CMCSA – Free Report) by 5.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 11,883 shares of the cable giant’s stock after purchasing an additional 574 shares during the period. FirstPurpose Wealth LLC’s holdings in Comcast were worth […]