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February 16, 2024
Envestnet Asset Management Inc. boosted its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 10.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,146,403 shares of the company’s stock after purchasing an additional 4,455,197 […]
February 15, 2024
Rhumbline Advisers lifted its holdings in Realty Income Co. (NYSE:O – Free Report) by 0.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,527,770 shares of the real estate investment trust’s stock after acquiring an additional 11,815 shares during the […]
February 14, 2024
Manchester Capital Management LLC raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 7.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 2,877 shares of the company’s stock after acquiring an additional 199 shares during the period. Manchester Capital Management LLC’s holdings in Eli Lilly and Company were worth […]
February 13, 2024
Valley Wealth Managers Inc. lowered its position in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 3.1% in the third quarter, Holdings Channel reports. The firm owned 40,402 shares of the financial services provider’s stock after selling 1,300 shares during the period. Valley Wealth Managers Inc.’s holdings in Prudential Financial were worth $3,834,000 […]
February 13, 2024
Valley Wealth Managers Inc. trimmed its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 1.3% during the 3rd quarter, Holdings Channel reports. The fund owned 239,436 shares of the technology company’s stock after selling 3,246 shares during the quarter. Valley Wealth Managers Inc.’s holdings in AT&T were worth $3,596,000 as of its […]
February 13, 2024
SPONSORED | Nedbank Private Wealth took home an incredible 11 accolades at the 2023 Intellidex Top Private Banks & Wealth Managers Awards
February 13, 2024
Valley Wealth Managers Inc. reduced its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 30.9% in the third quarter, Holdings Channel reports. The firm owned 21,318 shares of the company’s stock after selling 9,543 shares during the period. Valley Wealth Managers Inc.’s holdings in Vanguard Short-Term Corporate Bond ETF […]
February 13, 2024
Valley Wealth Managers Inc. raised its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2,076.7% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 25,250 shares of the company’s stock after acquiring an additional 24,090 shares during the quarter. Valley Wealth Managers […]
February 13, 2024
Valley Wealth Managers Inc. decreased its position in LyondellBasell Industries (NYSE:LYB – Free Report) by 3.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 36,111 shares of the specialty chemicals company’s stock after selling 1,281 shares during the quarter. Valley […]
February 13, 2024
Valley Wealth Managers Inc. bought a new stake in shares of Amplify Cybersecurity ETF (NYSEARCA:HACK – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 56,431 shares of the company’s stock, valued at approximately $2,912,000. Valley Wealth Managers Inc. owned […]