Page 9 - Towerpoint Wealth News Today

WoodTrust Financial Corp lowered its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 64,498 shares of the entertainment giant’s stock after selling 2,435 shares during the quarter. WoodTrust Financial Corp’s […]

Making the most of your money is an important tool for financial success, and investing is a good way of putting your money to work.

Making the most of your money is an important tool for financial success, and investing is a good way of putting your money to work.

Godshalk Welsh Capital Management Inc. trimmed its position in Visa Inc. (NYSE:V – Free Report) by 12.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,155 shares of the credit-card processor’s stock after selling 600 shares during the period. Godshalk […]

Sanders Morris Harris LLC cut its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,976 shares of the company’s stock after selling 19 shares during the period. […]

Adviser Investments LLC grew its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.9% in the 3rd quarter, Holdings Channel reports. The fund owned 4,550,407 shares of the company’s stock after buying an additional 130,311 shares during the period. Vanguard Value ETF accounts for 13.7% of Adviser Investments LLC’s investment portfolio, […]

Signify Wealth decreased its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 71.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 22,156 shares of the company’s stock after selling 54,431 shares during the quarter. Vanguard Total International […]

Pacifica Partners Inc. raised its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 2,381.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 521 shares of the company’s stock after acquiring an additional 500 shares during the quarter. Pacifica Partners […]

Towerpoint Wealth LLC grew its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 0.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 99,487 shares of the company’s stock after acquiring an additional 648 shares […]

Towerpoint Wealth LLC boosted its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 73,299 shares of the company’s stock after buying an additional 451 shares during […]