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ARS Wealth Advisors Group LLC Buys 250 Shares of Invesco QQQ (NASDAQ:QQQ)

ARS Wealth Advisors Group LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 19.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 1,559 shares of the exchange traded fund’s stock after acquiring an additional 250 shares during the period. ARS Wealth Advisors Group LLC’s holdings in Invesco […]
Wealth Advisors Group Hexagon Capital Partners Bear Mountain Capital Inc Holdings Channel Company Profile Ars Wealth Advisors Group

SouthState Corp Makes New Investment in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

SouthState Corp purchased a new position in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,233 shares of the company’s stock, valued at approximately $72,000. Several other institutional investors […]
Red Tortoise Exchange Commission Capital Advisors Inc Avior Wealth Management Spinnaker Investment Group Southstate Corp

Eldridge Investment Advisors Inc. Acquires 10,570 Shares of Invesco QQQ (NASDAQ:QQQ)

Eldridge Investment Advisors Inc. grew its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 48.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 32,555 shares of the exchange traded fund’s stock after purchasing an additional 10,570 shares during the period. Invesco QQQ comprises […]
Core Wealth Advisors Inc Blume Capital Management Inc Company Profile Securities Exchange Commission Eldridge Investment Advisors Inc Bear Mountain Capital Inc

Brandywine Oak Private Wealth LLC Has $4.97 Million Holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Brandywine Oak Private Wealth LLC lessened its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 103,830 shares of the company’s stock after selling 4,875 shares […]
Securities Exchange Commission Emerald Advisors Red Tortoise Capital Management Brandywine Oak Private Wealth Vanguard Developed Markets Index Fund
Source: wkrb13.com

Great Valley Advisor Group Inc. Buys 38,992 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Great Valley Advisor Group Inc. boosted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 13.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 329,732 shares of the company’s stock after purchasing an additional 38,992 […]
United States Red Tortoise Great Valley Advisor Group Inc Riverpoint Wealth Management Holdings Exchange Commission Company Profile

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DiNuzzo Private Wealth Inc. Invests $351,000 in Invesco QQQ (NASDAQ:QQQ)

DiNuzzo Private Wealth Inc. bought a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 858 shares of the exchange traded fund’s stock, valued at approximately $351,000. A number of other hedge funds and other institutional investors have […]
Core Wealth Advisors Inc Bear Mountain Capital Inc Blume Capital Management Inc Red Tortoise Dinuzzo Private Wealth Inc Dinuzzo Private Wealth

Salesforce, Inc. (NYSE:CRM) CEO Sells $4,126,050.00 in Stock

Salesforce, Inc. (NYSE:CRM – Get Free Report) CEO Marc Benioff sold 15,000 shares of the company’s stock in a transaction dated Friday, April 26th. The stock was sold at an average price of $275.07, for a total value of $4,126,050.00. Following the sale, the chief executive officer now owns 12,752,327 shares of the company’s stock, […]
Marc Benioff Securities Exchange Commission Canaccord Genuity Group Royal Bank Red Tortoise Wealth Management

Unilever (NYSE:UL) Upgraded to Buy by StockNews.com

StockNews.com upgraded shares of Unilever (NYSE:UL – Free Report) from a hold rating to a buy rating in a research note issued to investors on Wednesday morning. Separately, Morgan Stanley lowered Unilever from an equal weight rating to an underweight rating and lowered their price objective for the company from $52.00 to $48.00 in a […]
Asia Pacific Red Tortoise Jones Financial Companies Lllp Unilever Plc Life Planning Partners Inc Rise Advisors

Invesco QQQ (NASDAQ:QQQ) Holdings Lowered by Raymond James Financial Services Advisors Inc.

Raymond James Financial Services Advisors Inc. lowered its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,034,901 shares of the exchange traded fund’s stock after selling 37,544 shares during the period. Invesco […]
Red Tortoise Company Profile Deane Retirement Strategies Inc Raymond James Financial Services Advisors Inc Voisard Asset Management Group Inc Robinson Capital Management

LGL Partners LLC Buys 727 Shares of Invesco QQQ (NASDAQ:QQQ)

LGL Partners LLC boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 31,697 shares of the exchange traded fund’s stock after buying an additional 727 shares during the quarter. Invesco QQQ […]
Red Tortoise Core Wealth Advisors Inc Lgl Partners Bear Mountain Capital Inc Blume Capital Management Inc Free Report

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