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April 11, 2023
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April 11, 2023
Berger Financial Group Inc raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 1.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 20,556 shares of the healthcare conglomerate’s stock after purchasing an additional 299 shares during […]
April 11, 2023
Kendall Capital Management lowered its stake in shares of AT&T Inc. (NYSE:T – Get Rating) by 27.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,277 shares of the technology company’s stock after selling 7,162 shares during the quarter. Kendall Capital Management’s holdings in […]
April 10, 2023
Your Advocates Ltd. LLP lifted its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Get Rating) by 14.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,247 shares of the company’s stock after purchasing an additional 672 shares during the […]
April 10, 2023
Moneywise Inc. acquired a new position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 7,781 shares of the company’s stock, valued at approximately $231,000. A number of […]
April 10, 2023
Howard Capital Management Inc. lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 8.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 670 shares of the healthcare conglomerate’s stock after purchasing an additional 50 shares during the quarter. UnitedHealth Group comprises […]
April 10, 2023
Hemington Wealth Management trimmed its stake in AT&T Inc. (NYSE:T – Get Rating) by 17.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 18,792 shares of the technology company’s stock after selling 3,987 shares during the quarter. Hemington Wealth Management’s holdings in AT&T were worth $345,000 as […]
April 10, 2023
Berger Financial Group Inc raised its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Get Rating) by 1.9% during the 4th quarter, Holdings Channel reports. The firm owned 84,740 shares of the company’s stock after buying an additional 1,589 shares during the quarter. Berger Financial Group Inc’s holdings in SPDR Portfolio Developed World […]
April 8, 2023
Cowa LLC lessened its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Get Rating) by 39.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,273 shares of the company’s stock after selling 19,498 shares during the period. iShares Core U.S. […]
April 7, 2023
Strategic Wealth Investment Group LLC bought a new stake in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 7,343 shares of the company’s stock, valued at approximately $131,000. A […]