Page 8 - Wealth Effects News Today

New England Private Wealth Advisors LLC boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,475 shares of the company’s stock after buying an additional 201 […]

Enovix (NASDAQ:ENVX – Get Free Report)‘s stock had its “overweight” rating reiterated by investment analysts at Cantor Fitzgerald in a research note issued to investors on Thursday, Benzinga reports. They presently have a $30.00 price objective on the stock. Cantor Fitzgerald’s target price indicates a potential upside of 419.03% from the company’s previous close. Separately, […]

Cutter & CO Brokerage Inc. lifted its holdings in shares of Enovix Co. (NASDAQ:ENVX – Free Report) by 35.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,688 shares of the company’s stock after buying an additional 6,450 shares during […]

SC&H Financial Advisors Inc. bought a new stake in shares of Trane Technologies plc (NYSE:TT – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 881 shares of the company’s stock, valued at approximately $215,000. Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Wellington […]

Cwm LLC boosted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 30.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 89,071 shares of the company’s stock after purchasing an additional 20,979 shares during the period. Cwm LLC’s holdings in Vanguard S&P […]

Institute for Wealth Management LLC. trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,130 shares of the company’s stock after selling 65 shares during […]

Wealth Effects LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 8.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 32,350 shares of the financial services provider’s stock after purchasing an additional 2,478 shares during the […]

Wealth Effects LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 10,393 shares of the company’s stock after purchasing an additional 377 shares during the quarter. Wealth Effects LLC’s holdings in Johnson & Johnson were worth $1,629,000 as […]

Peterson Wealth Services acquired a new stake in Trane Technologies plc (NYSE:TT – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 1,605 shares of the company’s stock, valued at approximately $391,000. Other institutional investors also recently made changes to their positions in the company. Wellington Management Group LLP raised its […]

Wealth Effects LLC lowered its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 891 shares of the exchange traded fund’s stock after selling 21 shares during the quarter. Wealth […]