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Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) is Vance Wealth Inc.'s 2nd Largest Position

Vance Wealth Inc. reduced its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Get Rating) by 1.6% in the 4th quarter, Holdings Channel reports. The fund owned 943,213 shares of the company’s stock after selling 15,496 shares during the period. Dimensional World ex U.S. Core Equity 2 ETF makes […]
United States Morris Financial Concepts Inc Vance Wealth Inc Firstpurpose Wealth Holdings Channel Zhang Financial

Vantage Investment Partners LLC Has $7.97 Million Holdings in Enterprise Products Partners L.P. (NYSE:EPD)

Vantage Investment Partners LLC boosted its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Get Rating) by 14.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 330,262 shares of the oil and gas producer’s stock after purchasing […]
Natural Gas Pipelines Services Ballast Advisors Firstpurpose Wealth Jpmorgan Chase Co Pipelines Services Wolfe Research

McAdam LLC Sells 36,672 Shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)

McAdam LLC reduced its position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Get Rating) by 37.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 60,170 shares of the company’s stock after selling 36,672 shares during the quarter. McAdam LLC’s holdings in SPDR […]
Firstpurpose Wealth Comerica Bank Paradigm Financial Partners Exchange Commission Wealth Strategies Group Integrity Financial Corp
Source: wkrb13.com

Comcast Co. (NASDAQ:CMCSA) Shares Sold by State of Michigan Retirement System

State of Michigan Retirement System lowered its position in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,172,389 shares of the cable giant’s stock after selling 19,500 shares during the quarter. […]
United States Firstpurpose Wealth Comcast Corp Cable Communications Jpmorgan Chase Co Pacer Advisors Inc

FirstPurpose Wealth LLC Sells 4,205 Shares of Verizon Communications Inc. (NYSE:VZ)

FirstPurpose Wealth LLC decreased its position in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 25.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,140 shares of the cell phone carrier’s stock after selling 4,205 shares during the quarter. FirstPurpose Wealth LLC’s […]
United States Moffett Nathanson Craigl Silliman Verizon Consumer Group News Ratings For Verizon Communications Daily Verizon Communications Company Profile

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Gratus Capital LLC Has $2.19 Million Holdings in Becton, Dickinson and Company (NYSE:BDX)

Gratus Capital LLC decreased its position in Becton, Dickinson and Company (NYSE:BDX – Get Rating) by 1.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 8,619 shares of the medical instruments supplier’s stock after selling 98 shares during the period. Gratus Capital LLC’s holdings in Becton, […]
United States Becton Dickinson Piper Sandler Richard Byrd Comerica Bank United Asset Strategies Inc

PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by United Asset Strategies Inc.

United Asset Strategies Inc. lifted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,834 shares of the company’s stock after buying an additional 182 shares during […]
New Zealand Ramkumar Krishnan Robertc Pohlad Asia Pacific Sanfordc Bernstein Latin America Latam

Close Asset Management Ltd Sells 541 Shares of Comcast Co. (NASDAQ:CMCSA)

Close Asset Management Ltd reduced its position in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 1.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 37,743 shares of the cable giant’s stock after selling 541 shares during the quarter. Close Asset Management Ltd’s […]
United States Wells Fargo Company Firstpurpose Wealth American National Bank Cable Communications Exchange Commission
Source: wkrb13.com

Strategic Blueprint LLC Sells 46 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Strategic Blueprint LLC lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 0.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,890 shares of the healthcare conglomerate’s stock after selling 46 shares during the quarter. Strategic Blueprint LLC’s […]
Raymond James Firstpurpose Wealth News Ratings For Unitedhealth Group Daily Quarter For Unitedhealth Group Unitedhealth Group Unitedhealth Group Inc

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