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June 28, 2023
Helen Stephens Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the first quarter, Holdings Channel reports. The institutional investor bought 2,262 shares of the company’s stock, valued at approximately $225,000. Several other hedge funds have also recently modified their holdings of the stock. […]
June 28, 2023
West Bancorporation Inc. boosted its position in The Procter & Gamble Company (NYSE:PG – Get Rating) by 22.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,354 shares of the company’s stock after buying an additional 619 shares during […]
June 28, 2023
Transform Wealth LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 50.0% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 60,204 shares of the information services provider’s stock after buying an additional 20,070 shares during the quarter. Transform Wealth […]
June 27, 2023
Transform Wealth LLC increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) by 12.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,698 shares of the company’s stock after purchasing an additional 302 shares during the quarter. Transform Wealth […]
June 27, 2023
Transform Wealth LLC lifted its stake in Fidelity National Information Services, Inc. (NYSE:FIS – Get Rating) by 3.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,284 shares of the information technology services provider’s stock after acquiring an additional 229 […]
June 27, 2023
OneAscent Wealth Management LLC reduced its position in Archer-Daniels-Midland Company (NYSE:ADM – Get Rating) by 16.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,120 shares of the company’s stock after selling 600 shares during the quarter. OneAscent Wealth Management LLC’s holdings in […]
June 26, 2023
Transform Wealth LLC raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 56.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 278,422 shares of the network equipment provider’s stock after acquiring an additional 100,709 shares during […]
June 26, 2023
Transform Wealth LLC increased its position in The Boeing Company (NYSE:BA – Get Rating) by 5.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,333 shares of the aircraft producer’s stock after buying an additional 116 shares during the quarter. Transform Wealth […]
June 26, 2023
Transform Wealth LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 2.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,887 shares of the exchange traded fund’s stock after selling 184 shares during the […]
June 26, 2023
Transform Wealth LLC grew its position in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 28.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 28,086 shares of the retailer’s stock after purchasing an additional 6,158 shares during the period. Costco Wholesale […]