Page 12 - Wealth Effects News Today

Wealth Effects LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 10,300 shares of the company’s stock, valued at approximately $102,000. Other hedge funds also recently modified their holdings of […]

Wealth Effects LLC cut its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 8.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,345 shares of the financial services provider’s stock after selling 122 shares during the period. Wealth Effects LLC’s […]

Wealth Effects LLC reduced its stake in Autolus Therapeutics plc (NASDAQ:AUTL – Free Report) by 8.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,000 shares of the company’s stock after selling 4,000 shares during the period. Wealth Effects LLC’s […]

Wealth Effects LLC boosted its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 15.2% in the 4th quarter, Holdings Channel reports. The fund owned 5,232 shares of the company’s stock after buying an additional 692 shares during the period. Wealth Effects LLC’s holdings in Vanguard Total Bond Market ETF […]

Wealth Effects LLC acquired a new stake in Union Pacific Co. (NYSE:UNP – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 866 shares of the railroad operator’s stock, valued at approximately $213,000. Other large investors have also modified their holdings of the company. Valeo Financial Advisors LLC lifted its holdings […]

Wealth Effects LLC acquired a new stake in shares of Global-E Online Ltd. (NASDAQ:GLBE – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 6,850 shares of the company’s stock, valued at approximately $271,000. A number of other hedge funds and other […]

Wealth Effects LLC acquired a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,906 shares of the company’s stock, valued at approximately $458,000. Several other hedge funds and other institutional investors […]

Wealth Effects LLC bought a new stake in shares of General Electric (NYSE:GE – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,091 shares of the conglomerate’s stock, valued at approximately $267,000. Several other institutional investors and […]

Wealth Effects LLC bought a new position in Occidental Petroleum Co. (NYSE:OXY – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 3,968 shares of the oil and gas producer’s stock, valued at approximately $237,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. Oppenheimer & Co. […]

Wealth Effects LLC bought a new stake in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 4,518 shares of the company’s stock, valued at approximately $358,000. Several other institutional investors and hedge funds also recently […]