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Tidemark LLC Purchases New Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Tidemark LLC acquired a new stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 820 shares of the company’s stock, valued at approximately $85,000. Several other institutional investors have also modified their holdings […]

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The Coca-Cola Company (NYSE:KO) Stake Cut by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. decreased its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 3.8% in the 4th quarter, Holdings Channel reports. The firm owned 8,006 shares of the company’s stock after selling 313 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in Coca-Cola were worth $472,000 as of its […]

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Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. boosted its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 4,109 shares of the electric vehicle producer’s stock after buying an additional 91 shares during the quarter. Wealth Dimensions Group […]

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Wealth Dimensions Group Ltd. Grows Holdings in Tesla, Inc. (NASDAQ:TSLA)

Wealth Dimensions Group Ltd. grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,109 shares of the electric vehicle producer’s stock after purchasing an additional 91 shares during the period. Wealth Dimensions Group Ltd.’s […]

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Wealth Dimensions Group Ltd. Trims Holdings in Meta Platforms, Inc. (NASDAQ:META)

Wealth Dimensions Group Ltd. cut its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,241 shares of the social networking company’s stock after selling 58 shares during the quarter. Wealth […]

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Wealth Dimensions Group Ltd. Trims Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Wealth Dimensions Group Ltd. Trims Stake in Cisco Systems, Inc. (NASDAQ:CSCO)
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Chevron Co. (NYSE:CVX) Shares Purchased by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. grew its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.5% during the 4th quarter, Holdings Channel reports. The firm owned 5,532 shares of the oil and gas company’s stock after purchasing an additional 82 shares during the period. Wealth Dimensions Group Ltd.’s holdings in Chevron were worth […]

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Wealth Dimensions Group Ltd. Has $437,000 Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Wealth Dimensions Group Ltd. trimmed its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 2,049 shares of the company’s stock after selling 50 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in Vanguard Small-Cap ETF were worth $437,000 at […]

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Wealth Dimensions Group Ltd. Cuts Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Wealth Dimensions Group Ltd. decreased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,049 shares of the company’s stock after selling 50 shares during the period. Wealth Dimensions […]

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Wealth Dimensions Group Ltd. Acquires 82 Shares of Chevron Co. (NYSE:CVX)

Wealth Dimensions Group Ltd. lifted its stake in Chevron Co. (NYSE:CVX – Free Report) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,532 shares of the oil and gas company’s stock after acquiring an additional 82 shares during the […]

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