Page 44 - Wealth Managers News Today

Valley Wealth Managers Inc. decreased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS – Free Report) by 2.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,918 shares of the company’s stock after selling 1,857 shares […]

Valley Wealth Managers Inc. trimmed its stake in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 2.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 65,271 shares of the utilities provider’s stock after selling 1,662 shares during the period. Valley […]

Gould Capital LLC raised its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 38.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,158 shares of the financial services provider’s stock after buying an additional 8,156 shares during the […]

Valley Wealth Managers Inc. purchased a new position in shares of VanEck Biotech ETF (NASDAQ:BBH – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 18,983 shares of the company’s stock, valued at approximately $2,956,000. Valley Wealth Managers […]

Valley Wealth Managers Inc. decreased its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 2.6% during the 3rd quarter, Holdings Channel reports. The firm owned 16,662 shares of the company’s stock after selling 447 shares during the quarter. Valley Wealth Managers Inc.’s holdings in Vanguard Mid-Cap Value ETF were worth $2,182,000 at […]

Valley Wealth Managers Inc. lowered its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 3.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,791 shares of the semiconductor company’s stock after selling 960 shares during the period. Valley Wealth Managers Inc.’s […]

First National Advisers LLC lifted its holdings in shares of CDW Co. (NASDAQ:CDW – Free Report) by 92.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,906 shares of the information technology services provider’s stock after buying an additional […]

Valley Wealth Managers Inc. lessened its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 2.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 9,318 shares of the aerospace company’s stock after selling 216 shares during the period. Valley Wealth Managers Inc.’s holdings in Lockheed Martin […]

Fiera Capital Corp increased its stake in Aon plc (NYSE:AON – Free Report) by 410.9% during the third quarter, Holdings Channel.com reports. The fund owned 654,446 shares of the financial services provider’s stock after buying an additional 526,353 shares during the period. Fiera Capital Corp’s holdings in AON were worth $212,184,000 at the end of […]

Valley Wealth Managers Inc. lowered its position in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS – Free Report) by 2.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,918 shares of the company’s stock after selling 1,857 shares […]