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April 6, 2023
FirstPurpose Wealth LLC reduced its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Get Rating) by 1.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,011,608 shares of the company’s stock after selling 17,551 shares during the quarter. Dimensional U.S. […]
April 6, 2023
Winch Advisory Services LLC lessened its holdings in Salesforce, Inc. (NYSE:CRM – Get Rating) by 5.9% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,069 shares of the CRM provider’s stock after selling 814 shares during the period. Salesforce accounts for approximately 0.7% of Winch Advisory […]
April 6, 2023
FirstPurpose Wealth LLC increased its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Get Rating) by 7.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,639 shares of the company’s stock after purchasing an additional 4,094 shares during the period. […]
April 6, 2023
Girard Partners LTD. lessened its holdings in Salesforce, Inc. (NYSE:CRM – Get Rating) by 3.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 19,321 shares of the CRM provider’s stock after selling 701 shares during the period. Girard Partners LTD.’s […]
April 6, 2023
FirstPurpose Wealth LLC lowered its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 9.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 2,600 shares of the company’s stock after selling 265 shares during the period. FirstPurpose Wealth LLC’s holdings in Vanguard […]
April 6, 2023
Vigilant Capital Management LLC grew its holdings in Union Pacific Co. (NYSE:UNP – Get Rating) by 1.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 159,884 shares of the railroad operator’s stock after purchasing an additional 3,020 shares during the quarter. Union […]
April 6, 2023
Granite Bay Wealth Management LLC bought a new stake in Philip Morris International Inc. (NYSE:PM – Get Rating) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 2,041 shares of the company’s stock, valued at approximately $207,000. Several other institutional investors have […]
April 6, 2023
FirstPurpose Wealth LLC raised its position in shares of American Express (NYSE:AXP) by 2.7% during the 4th quarter, Holdings Channel reports. The fund owned 3,048 shares of the payment services company’s stock after purchasing an additional 79 shares during the period. FirstPurpose Wealth LLC’s holdings in American Express were worth $450,000 at the end of […]
April 6, 2023
FirstPurpose Wealth LLC lifted its position in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Get Rating) by 113.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 17,488 shares of the company’s stock after acquiring an additional 9,297 shares during the period. FirstPurpose Wealth LLC’s holdings […]
April 6, 2023
McBroom & Associates LLC reduced its position in The Coca-Cola Company (NYSE:KO – Get Rating) by 15.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 4,000 shares of the company’s stock after selling 752 shares during the period. McBroom & Associates LLC’s holdings in Coca-Cola were worth $254,000 as of its most recent SEC […]