Page 9 - Wealth Effects News Today

Wealth Effects LLC increased its position in Mastercard Incorporated (NYSE:MA – Free Report) by 10.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 605 shares of the credit services provider’s stock after buying an additional 55 shares during the period. Wealth Effects LLC’s holdings in Mastercard were worth $258,000 as of its most recent […]

Wealth Effects LLC lowered its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,831 shares of the entertainment giant’s stock after selling 140 shares during the period. […]

Perigon Wealth Management LLC lessened its holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 31.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 90,389 shares of the company’s stock after selling 41,377 shares during the quarter. […]

Meitav Investment House Ltd. cut its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 26.7% in the 4th quarter, HoldingsChannel reports. The firm owned 6,773 shares of the CRM provider’s stock after selling 2,465 shares during the quarter. Meitav Investment House Ltd.’s holdings in Salesforce were worth $1,797,000 as of its most […]

Wealth Effects LLC trimmed its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 2.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 891 shares of the exchange traded fund’s stock after selling 21 shares during the quarter. Wealth Effects LLC’s holdings in Vanguard Information Technology ETF were worth $431,000 […]

Wealth Effects LLC reduced its stake in BlackRock MuniHoldings New Jersey Quality Fund, Inc. (NYSE:MUJ – Free Report) by 3.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,094 shares of the financial services provider’s stock after selling 1,000 shares during the […]

Wealth Effects LLC purchased a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 470 shares of the Internet television network’s stock, valued at approximately $229,000. A number of other hedge funds have also modified their holdings of NFLX. Authentikos Wealth Advisory LLC bought a new […]

Wealth Effects LLC purchased a new position in shares of Global-E Online Ltd. (NASDAQ:GLBE – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 6,850 shares of the company’s stock, valued at approximately $271,000. Other hedge funds and other institutional investors have also […]

Wealth Effects LLC increased its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 15.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,232 shares of the company’s stock after buying an additional 692 shares during the […]

Perigon Wealth Management LLC trimmed its position in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 31.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 90,389 shares of the company’s stock after selling 41,377 shares during […]