Page 14 - Wealth Effects News Today

Wealth Effects LLC acquired a new stake in Marathon Petroleum Co. (NYSE:MPC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 23,500 shares of the oil and gas company’s stock, valued at approximately $3,486,000. Marathon Petroleum […]

Wealth Effects LLC raised its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 23.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 30,227 shares of the company’s stock after buying an additional 5,677 shares during the period. Wealth Effects LLC’s holdings in JPMorgan Nasdaq Equity Premium […]

Wealth Effects LLC bought a new position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 10,043 shares of the company’s stock, valued at approximately $510,000. Other large investors have also added to or reduced […]

Wealth Effects LLC trimmed its stake in shares of Eagle Materials Inc. (NYSE:EXP – Free Report) by 1.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,100 shares of the construction company’s stock after selling 125 shares during the period. Wealth Effects LLC’s holdings in Eagle […]

Wealth Effects LLC lifted its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 59.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,820 shares of the manufacturing equipment provider’s stock after purchasing an additional 1,420 shares during the […]

HTG Investment Advisors Inc. lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 8.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,466 shares of the company’s stock after acquiring an additional 1,015 shares during the period. […]

New World Advisors LLC decreased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 36.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,212 shares of the Internet television network’s stock after selling 697 shares during the period. […]

Wealth Effects LLC raised its holdings in Intel Co. (NASDAQ:INTC – Free Report) by 19.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,565 shares of the chip maker’s stock after buying an additional 3,600 shares during […]

Wealth Effects LLC decreased its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,552 shares of the pharmacy operator’s stock after selling 325 shares during the quarter. Wealth Effects […]

Wealth Effects LLC lessened its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,438 shares of the company’s stock after selling 429 shares […]