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April 6, 2023
Unique Wealth LLC bought a new position in shares of Visa Inc. (NYSE:V – Get Rating) during the fourth quarter, Holdings Channel.com reports. The fund bought 1,465 shares of the credit-card processor’s stock, valued at approximately $304,000. Several other institutional investors have also bought and sold shares of the stock. Westhampton Capital LLC grew its […]
April 6, 2023
Accel Wealth Management decreased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 27.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 387 shares of the company’s stock after selling 149 shares during the period. Accel […]
April 4, 2023
Unique Wealth LLC bought a new stake in Waste Management, Inc. (NYSE:WM – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 4,617 shares of the business services provider’s stock, valued at approximately $724,000. Waste Management comprises about 0.4% of […]
April 4, 2023
Unique Wealth LLC purchased a new position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,217 shares of the company’s stock, valued at approximately $303,000. A number of other institutional investors also […]
April 4, 2023
Unique Wealth LLC purchased a new position in Danaher Co. (NYSE:DHR – Get Rating) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,454 shares of the conglomerate’s stock, valued at approximately $386,000. Other hedge funds have also modified their holdings of the company. […]
April 4, 2023
Unique Wealth LLC acquired a new position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Get Rating) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 16,962 shares of the company’s stock, valued at approximately $839,000. Vanguard Tax-Exempt […]
April 4, 2023
Unique Wealth LLC bought a new stake in Occidental Petroleum Co. (NYSE:OXY – Get Rating) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 4,797 shares of the oil and gas producer’s stock, valued at approximately $302,000. A number of other hedge funds and other […]
April 4, 2023
Unique Wealth LLC bought a new stake in iShares Core High Dividend ETF (NYSEARCA:HDV – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 25,903 shares of the exchange traded fund’s stock, valued at approximately $2,700,000. iShares Core High Dividend […]
April 4, 2023
Eagle Bluffs Wealth Management LLC raised its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 0.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 175,221 shares of the company’s stock after buying an additional 1,099 shares during […]
April 4, 2023
Unique Wealth LLC bought a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 79,616 shares of the exchange traded fund’s stock, valued at approximately $8,401,000. iShares National Muni Bond […]