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Ridgewood Investments LLC Sells 1,577 Shares of The Clorox Company (NYSE:CLX)

Ridgewood Investments LLC trimmed its holdings in shares of The Clorox Company (NYSE:CLX – Get Rating) by 40.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 2,367 shares of the company’s stock after selling 1,577 shares during the period. Ridgewood Investments LLC’s holdings in Clorox were worth […]
United States Mayfair Advisory Group Pallas Capital Advisors Clorox Company Cypress Capital Group Perigon Wealth Management

2,969 Shares in Apple Inc. (NASDAQ:AAPL) Acquired by Investments & Financial Planning LLC

Investments & Financial Planning LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,969 shares of the iPhone maker’s stock, valued at approximately $386,000. Apple makes up about 0.4% […]
United States Sanfordc Bernstein Jeffreye Williams Asia Pacific Jefferies Financial Group Exchange Commission
Source: wkrb13.com

Spartan Planning & Wealth Management Has $2.09 Million Stock Position in iShares Gold Trust (NYSEARCA:IAU)

Spartan Planning & Wealth Management lifted its position in iShares Gold Trust (NYSEARCA:IAU – Get Rating) by 162.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 60,492 shares of the exchange traded fund’s stock after buying an additional 37,440 shares during […]
Gold Trust Daily Robinson Value Management Ltd Summit Place Financial Advisors Gold Trust Wealth Management Inc Pinnacle Associates Ltd
Source: wkrb13.com

Cliftonlarsonallen Wealth Advisors LLC Invests $10.54 Million in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Cliftonlarsonallen Wealth Advisors LLC purchased a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 69,496 shares of the exchange traded fund’s stock, valued at approximately $10,539,000. Other hedge […]
Robinson Value Management Ltd Stableford Capital Exchange Commission Flagship Harbor Advisors Cliftonlarsonallen Wealth Advisors Company Profile

Quest Diagnostics (NYSE:DGX) Trading Up 2.3%

North Star Asset Management Inc. lifted its stake in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 0.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 364,009 shares of the iPhone maker’s stock after purchasing an additional 847 shares during the period. […]
United States Asia Pacific Raymond James Robinson Value Management Ltd Deutsche Bank Aktiengesellschaft Star Asset Management Inc

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iShares Russell 1000 Value ETF (NYSEARCA:IWD) Stock Position Decreased by First PREMIER Bank

First PREMIER Bank cut its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 4.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,764 shares of the exchange traded fund’s stock after selling 80 […]
Intrua Financial Stableford Capital Robinson Value Management Ltd Value Index Fund Company Profile Securities Exchange Commission

iShares Gold Trust (NYSEARCA:IAU) Reaches New 1-Year High at $37.91

IShares Gold Trust (NYSEARCA:IAU – Get Rating) shares hit a new 52-week high during trading on Thursday . The stock traded as high as $37.91 and last traded at $37.90, with a volume of 2691667 shares trading hands. The stock had previously closed at $37.42. iShares Gold Trust Price Performance The company has a 50 […]
Gold Trust Robinson Value Management Ltd Gold Trust Daily Pinnacle Associates Ltd Ieq Capital Gold Trust The
Source: wkrb13.com

Apple Inc. (NASDAQ:AAPL) Stake Trimmed by SOA Wealth Advisors LLC.

SOA Wealth Advisors LLC. lowered its position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 1.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 267,993 shares of the iPhone maker’s stock after selling 5,116 shares during the period. Apple accounts for 9.4% of SOA Wealth Advisors LLC.’s investment portfolio, making the […]
United States Raymond James Asia Pacific Morgan Stanley Soa Wealth Advisors Cheyne Capital Management United Kingdom

TL Private Wealth Makes New Investment in Apple Inc. (NASDAQ:AAPL)

TL Private Wealth purchased a new position in Apple Inc. (NASDAQ:AAPL – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,886 shares of the iPhone maker’s stock, valued at approximately $246,000. Other large investors have also bought and sold shares […]
United States Asia Pacific Financial Services Needham Company Exchange Commission Jpmorgan Chase Co

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