Page 5 - Transform Wealth News Today

Transform Wealth LLC lessened its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 5.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,115 shares of the computer hardware maker’s stock after selling 678 shares during the period. […]

AdvisorNet Financial Inc increased its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 11.3% in the 2nd quarter, Holdings Channel reports. The firm owned 2,717 shares of the business services provider’s stock after purchasing an additional 275 shares during the period. AdvisorNet Financial Inc’s holdings in Waste Management were worth $471,000 […]

Transform Wealth LLC increased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.7% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 125,045 shares of the oil and gas company’s stock after purchasing an additional 3,241 shares during the […]

Eagle Ridge Investment Management trimmed its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,781 shares of the home improvement retailer’s stock after selling 98 shares during the period. […]

Transform Wealth LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.4% in the 2nd quarter, Holdings Channel.com reports. The firm owned 42,640 shares of the healthcare conglomerate’s stock after selling 166 shares during the quarter. UnitedHealth Group makes up 1.8% of Transform Wealth LLC’s holdings, making the stock its 7th […]

Transform Wealth LLC increased its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.7% in the second quarter, Holdings Channel.com reports. The institutional investor owned 68,006 shares of the company’s stock after buying an additional 474 shares during the period. Transform Wealth LLC’s holdings in Merck & Co., Inc. were […]

Drive Wealth Management LLC decreased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 3.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,618 shares of the company’s stock after selling 469 shares during the period. Drive Wealth […]

Aries Wealth Management purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 927 shares of the electric vehicle producer’s stock, valued at approximately $243,000. A number of other large investors […]

Transform Wealth LLC grew its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 10.4% during the 2nd quarter, Holdings Channel reports. The fund owned 9,402 shares of the biopharmaceutical company’s stock after buying an additional 883 shares during the period. Transform Wealth LLC’s holdings in Pfizer were worth $345,000 as of its most recent […]

Elk River Wealth Management LLC decreased its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 2.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 30,425 shares of the home improvement retailer’s stock after selling 723 shares during the […]