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SOA Wealth Advisors LLC. Has $314,000 Stock Position in ARK Innovation ETF (NYSEARCA:ARKK)

SOA Wealth Advisors LLC. decreased its stake in shares of ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 9.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,925 shares of the company’s stock after selling 807 shares during the quarter. SOA Wealth Advisors […]
Bessemer Group Inc Company Profile Securities Exchange Commission Strategic Investment Solutions Inc Financial Group Soa Wealth Advisors

Kwmg LLC Decreases Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Kwmg LLC lessened its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 23,582 shares of the company’s stock after selling 495 shares during the quarter. Kwmg LLC’s holdings […]
New York United States Nemes Rush Group Power Corp Tilia Fiduciary Partners Inc Securities Exchange Commission

Canandaigua National Bank & Trust Co. Sells 125 Shares of Otis Worldwide Co. (NYSE:OTIS)

Canandaigua National Bank & Trust Co. lowered its stake in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 0.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,015 shares of the company’s stock after selling 125 shares during the quarter. Canandaigua National […]
United States Securities Exchange Commission Otis Worldwide Corporation Canandaigua National Bank Trust Co Nemes Rush Group Nelson Van Denburg Campbell Wealth Management Group

The Bank of New York Mellon Co. (NYSE:BK) Shares Sold by Park National Corp OH

Park National Corp OH lessened its holdings in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 1.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 48,756 shares of the bank’s stock after selling 771 shares during […]
United States Park National Corp Wealth Services Brown Brothers Harriman Co News Ratings For Bank Sunbelt Securities Inc

U.S. Bancorp (NYSE:USB) Stake Raised by Thomasville National Bank

Thomasville National Bank grew its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 553,367 shares of the financial services provider’s stock after buying an additional 13,226 shares […]
United States Nemes Rush Group Us Bancorp Us Bancorp Daily Payment Services Wells Fargo Company

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Indiana Trust & Investment Management CO Takes $574,000 Position in Vanguard Growth ETF (NYSEARCA:VUG)

Indiana Trust & Investment Management CO acquired a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,109 shares of the company’s stock, valued at approximately $574,000. Other […]
United States Meitav Investment House Ltd Exchange Commission Company Profile Geowealth Management Grove Bank

Vanguard Growth ETF (NYSEARCA:VUG) Stock Holdings Lessened by Western Wealth Management LLC

Western Wealth Management LLC reduced its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,819 shares of the company’s stock after selling 924 shares during the quarter. […]
United States Geowealth Management Steward Financial Group Securities Exchange Commission Vanguard Growth Index Fund Meitav Investment House Ltd

Idaho Trust Bank Makes New $4.53 Million Investment in Vanguard Growth ETF (NYSEARCA:VUG)

Idaho Trust Bank bought a new stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 16,009 shares of the company’s stock, valued at approximately $4,530,000. Vanguard Growth ETF accounts for 2.8% of […]
United States Nemes Rush Group Vanguard Growth Index Fund Geowealth Management Meitav Investment House Ltd Grove Bank
Source: wkrb13.com

Insider Selling: Shockwave Medical, Inc. (NASDAQ:SWAV) CFO Sells $34,776.00 in Stock

Shockwave Medical, Inc. (NASDAQ:SWAV – Get Free Report) CFO Dan Puckett sold 200 shares of the firm’s stock in a transaction that occurred on Friday, December 8th. The shares were sold at an average price of $173.88, for a total value of $34,776.00. Following the completion of the transaction, the chief financial officer now owns […]
United States Leerink Partnrs Dan Puckett Global Retirement Partners Penderfund Capital Management Ltd Needham Company

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Bought by International Assets Investment Management LLC

International Assets Investment Management LLC grew its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 85,117 shares of the company’s stock after purchasing an additional 2,146 shares during the […]
New York United States Nemes Rush Group Vanguard Total Stock Market Index Fund Quent Capital Company Profile

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