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Unique Wealth LLC Invests $304,000 in Visa Inc. (NYSE:V)

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 […]
Raymond James Julieb Rottenberg Vvisit Holdingschannel Alfredf Kelly Jr Holdings Channel Westhampton Capital

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Sold by Accel Wealth Management

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 […]
United States Cyndeo Wealth Partners Company Profile Calamos Wealth Management Russell Midcap Index Fund Securities Exchange Commission
Source: wkrb13.com

Unique Wealth LLC Takes $724,000 Position in Waste Management, Inc. (NYSE:WM)

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 […]
Great Lakes Canada General United Kingdom Lesliek Nagy Raymond James Stifel Nicolaus

Unique Wealth LLC Takes Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

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 […]
Wealthnavi Inc Royal Bank Exchange Commission Jones Financial Companies Lllp Vanguard Developed Markets Index Fund Envestnet Asset Management Inc

Unique Wealth LLC Buys Shares of 1,454 Danaher Co. (NYSE:DHR)

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. […]
United States United Kingdom Robertw Baird Raymondc Stevens Securities Exchange Commission Life Sciences
Source: wkrb13.com

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Unique Wealth LLC Invests $839,000 in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

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 […]
Income Strategies Investment Consulting Inc Clearstead Advisors Laurel Wealth Planning Exchange Commission Wealth Management

Unique Wealth LLC Buys New Shares in Occidental Petroleum Co. (NYSE:OXY)

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 […]
Dekabank Deutsche Girozentrale Piper Sandler Raymond James Wells Fargo Company News Ratings For Occidental Petroleum Daily Occidental Petroleum Increases Dividend
Source: wkrb13.com

25,903 Shares in iShares Core High Dividend ETF (NYSEARCA:HDV) Bought by Unique Wealth LLC

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 […]
Truist Financial Corp Exchange Commission Investment Advisory Services Blackrock Inc Unique Wealth Shares Core High Dividend

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is Eagle Bluffs Wealth Management LLC's 2nd Largest Position

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 […]
Vanguard Developed Markets Index Fund Wealth Network Inc Exchange Commission Aj Wealth Strategies Nikulski Financial Inc Cyndeo Wealth Partners
Source: wkrb13.com

Unique Wealth LLC Buys New Stake in iShares National Muni Bond ETF (NYSEARCA:MUB)

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 […]
Moors Cabot Inc National Muni Bond Baird Financial Group Inc Sp National Municipal Bond Fund Blair William Co Fairfield Bush

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