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July 4, 2023
Ferguson Wellman Capital Management Inc. decreased its position in Altria Group, Inc. (NYSE:MO – Free Report) by 1.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,607 shares of the company’s stock after selling 590 shares during the […]
July 4, 2023
Jackson Square Capital LLC decreased its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 13.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 44,276 shares of the technology company’s stock after selling 7,127 shares during the quarter. Jackson […]
July 4, 2023
Tsfg LLC lifted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 30.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,290 shares of the exchange traded fund’s stock after buying an additional 536 shares […]
July 3, 2023
Octavia Wealth Advisors LLC acquired a new position in shares of First Trust Exchange Traded Fund VIII – Cboe Vest US Equity Enhance and Moderate Buffer ETF (NYSEARCA:XMAR – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 29,693 […]
July 3, 2023
Cranbrook Wealth Management LLC lowered its holdings in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 62.6% during the first quarter, Holdings Channel reports. The firm owned 7,315 shares of the company’s stock after selling 12,218 shares during the period. Cranbrook Wealth Management LLC’s holdings in First Trust Enhanced Short […]
July 3, 2023
Princeton Global Asset Management LLC lessened its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 1.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,793 shares of the company’s stock after selling 304 shares […]
July 3, 2023
Ethos Financial Group LLC lowered its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 34.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 49,099 shares of the company’s stock after selling 25,901 shares during the period. iShares […]
July 2, 2023
Granite Bay Wealth Management LLC increased its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 12.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,873 shares of the exchange traded fund’s stock after buying an additional 319 […]
July 2, 2023
West Branch Capital LLC decreased its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 5.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,720 shares of the technology company’s stock after selling 945 shares during the […]
July 2, 2023
Guidance Point Advisors LLC lessened its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 7.1% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 49,439 shares of the company’s stock after selling 3,758 shares during the quarter. iShares Floating Rate Bond […]