Page 25 - Wealth Managers News Today

Continuum Advisory LLC trimmed its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 38.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 27,062 shares of the exchange traded fund’s stock after selling 17,164 shares during the period. Invesco QQQ accounts for approximately 1.6% of Continuum Advisory LLC’s portfolio, making the stock its […]

Costco Wholesale Co. (NASDAQ:COST – Get Free Report)’s stock price rose 0.5% during mid-day trading on Wednesday . The stock traded as high as $855.46 and last traded at $853.40. Approximately 523,513 shares were traded during mid-day trading, a decline of 73% from the average daily volume of 1,971,190 shares. The stock had previously closed […]

Elevate Wealth Advisory Inc. purchased a new position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 2,519 shares of the company’s stock, valued at approximately $281,000. Several other hedge funds and other institutional investors also recently added to or reduced their stakes in VYM. […]

Elevate Wealth Advisory Inc. acquired a new stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 30,031 shares of the company’s stock, valued at approximately $878,000. Several other institutional investors also recently bought and sold shares of DFAC. Valley Wealth Managers […]

her uncles unhappy. im sensing an underlying issue. its t-mobile. it started when we tried to get him under a new plan. but they they unexpectedly unraveled their “price lock” guarantee. which has made him, a bit... unruly. you called yourself the “un-carrier”. you sing about “price lock” on those commercials. “the price lock, the price lock...” so, if you could change the price, change the name! its not a lock, i know a lock. so how can we undo the damage? we could all...

Washington Trust Bank decreased its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 10.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,599 shares of the biopharmaceutical company’s stock after selling 3,744 shares during the period. Washington Trust Bank’s holdings […]

Garner Asset Management Corp raised its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,683 shares of the business services provider’s stock after acquiring an additional 89 […]

Garner Asset Management Corp raised its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,683 shares of the business services provider’s stock after acquiring an additional 89 […]

Quadrature Capital Ltd lifted its holdings in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 30.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,232 shares of the company’s stock after buying an additional 6,192 shares during the […]

Per Stirling Capital Management LLC. acquired a new position in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,919 shares of the company’s stock, valued at approximately $228,000. […]