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Wealth Effects LLC Sells 3,449 Shares of Essential Utilities, Inc. (NYSE:WTRG)

Wealth Effects LLC lessened its holdings in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 26.3% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 9,655 shares of the company’s stock after selling 3,449 shares during the period. Wealth Effects LLC’s holdings in Essential Utilities […]
United States Roberta Rubin Stephens Inc Utilities Inc Wealth Effects United Capital Financial Advisers

Global Partners LP (NYSE:GLP) Shares Sold by Wealth Effects LLC

Wealth Effects LLC reduced its stake in shares of Global Partners LP (NYSE:GLP – Free Report) by 7.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,765 shares of the energy company’s stock after selling 745 shares during the period. Wealth Effects LLC’s holdings in Global Partners […]
United States Stifel Nicolaus Global Partners Mirae Asset Global Investments Co Jpmorgan Chase Co Wealth Effects

Autolus Therapeutics plc (NASDAQ:AUTL) Holdings Lowered by Wealth Effects LLC

Wealth Effects LLC trimmed its stake in shares of Autolus Therapeutics plc (NASDAQ:AUTL – Free Report) by 8.5% in the 4th quarter, HoldingsChannel reports. The firm owned 43,000 shares of the company’s stock after selling 4,000 shares during the quarter. Wealth Effects LLC’s holdings in Autolus Therapeutics were worth $277,000 at the end of the […]
Autolus Therapeutics Company Profile Needham Company Harbor Capital Advisors Inc Wealth Effects China Universal Asset Management Co Exchange Traded Concepts

Seelos Therapeutics, Inc. (NASDAQ:SEEL) Shares Sold by Wealth Effects LLC

Wealth Effects LLC cut its stake in Seelos Therapeutics, Inc. (NASDAQ:SEEL – Free Report) by 93.7% in the fourth quarter, Holdings Channel reports. The firm owned 228,593 shares of the company’s stock after selling 3,376,653 shares during the period. Wealth Effects LLC’s holdings in Seelos Therapeutics were worth $318,000 as of its most recent filing […]
Seelos Therapeutics Company Profile Wealth Effects Securities Exchange Commission First Republic Investment Management Inc Sigma Securities Seelos Therapeutics Inc

Wealth Effects LLC Buys Shares of 3,968 Occidental Petroleum Co. (NYSE:OXY)

Wealth Effects LLC bought a new stake in Occidental Petroleum Co. (NYSE:OXY – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,968 shares of the oil and gas producer’s stock, valued at approximately $237,000. Several […]
United States Seacrest Wealth Management Quarter For Occidental Petroleum Jp Morgan Private Wealth Advisors Calamos Wealth Management Occidental Petroleum Corporation

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10,300 Shares in SoFi Technologies, Inc. (NASDAQ:SOFI) Bought by Wealth Effects LLC

Wealth Effects LLC bought a new position in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 10,300 shares of the company’s stock, valued at approximately $102,000. Several other institutional investors have also added to or reduced their […]
United States Jeremy Rishel Securities Exchange Commission Goldman Sachs Group York Mellon Corp Jefferies Financial Group

Wealth Effects LLC Buys New Holdings in iShares U.S. Technology ETF (NYSEARCA:IYW)

Wealth Effects LLC bought a new stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 2,430 shares of the exchange traded fund’s stock, valued at approximately $298,000. A number of other […]
Cerity Partners Morton Brown Family Wealth Sutton Place Investors Us Technology Harbor Investment Advisory Wealth Effects

Wealth Effects LLC Takes Position in iShares U.S. Technology ETF (NYSEARCA:IYW)

Wealth Effects LLC bought a new stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,430 shares of the exchange traded fund’s stock, valued at approximately $298,000. A number of […]
Us Technology Custom Harvest Morgan Stanley Wealth Effects Securities Exchange Commission Wells Fargo Company
Source: wkrb13.com

Wealth Effects LLC Sells 745 Shares of Global Partners LP (NYSE:GLP)

Wealth Effects LLC lowered its holdings in shares of Global Partners LP (NYSE:GLP – Free Report) by 7.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 9,765 shares of the energy company’s stock after selling 745 shares during the period. Wealth Effects LLC’s holdings […]
Stifel Nicolaus Global Partners Lp Wealth Effects Global Partners Acadian Asset Management Manchester Capital Management

Wealth Effects LLC Takes $216,000 Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Wealth Effects LLC purchased a new stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,490 shares of the company’s stock, valued at approximately $216,000. Several other institutional investors and hedge funds […]
Exchange Commission Cap Value Index Fund Wealth Effects Blackrock Inc Visionpoint Advisory Group Bartlett Co

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