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April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]