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December 15, 2023
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 […]
December 15, 2023
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 […]
December 15, 2023
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 […]
December 15, 2023
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 […]
December 15, 2023
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 […]
December 15, 2023
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 […]
December 14, 2023
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. […]
December 14, 2023
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 […]
December 14, 2023
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 […]
December 14, 2023
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 […]