Sar Wealth Management Group LLC bought a new position in shares of Dominion Energy, Inc. (NYSE:D – Free Report) in the fourth quarter, Holdings Channel reports. The fund bought 7,477 shares of the utilities provider’s stock, valued at approximately $351,000. Dominion Energy makes up approximately 0.4% of Sar Wealth Management Group LLC’s investment portfolio, making […]
United Services Automobile Association grew its holdings in Truist Financial Co. (NYSE:TFC – Free Report) by 1.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 40,317 shares of the insurance provider’s stock after acquiring an additional 644 shares during the quarter. United […]
Congress Wealth Management LLC DE grew its holdings in shares of Dominion Energy, Inc. (NYSE:D – Free Report) by 37.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,443 shares of the utilities provider’s stock after buying an additional […]
Wulff Hansen & CO. trimmed its position in iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 15.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,775 shares of the company’s stock after selling 510 shares during the quarter. Wulff Hansen & CO.’s holdings in iShares U.S. Financials ETF were worth $237,000 […]
Proquility Private Wealth Partners LLC lessened its stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 16.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 49,303 shares of the insurance provider’s stock after selling 9,917 shares during the quarter. Proquility […]