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March 24, 2024
HB Wealth Management LLC lessened its stake in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 19,591 shares of the industrial products company’s stock after selling 385 shares during the quarter. HB Wealth Management LLC’s holdings in Illinois Tool Works were […]
March 24, 2024
GPS Wealth Strategies Group LLC trimmed its holdings in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 27.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,531 shares of the company’s stock after selling 23,625 […]
March 24, 2024
GPS Wealth Strategies Group LLC trimmed its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 51.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 65,711 shares of the company’s stock after selling 68,861 shares during the period. SPDR Portfolio […]
March 24, 2024
HB Wealth Management LLC grew its stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,408 shares of the company’s stock after purchasing an additional 497 shares during the quarter. […]
March 24, 2024
Mutual Advisors LLC lowered its position in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 5.8% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 95,002 shares of the exchange traded fund’s stock after selling 5,846 shares during the quarter. Mutual Advisors LLC’s holdings in iShares Silver Trust were worth $2,069,000 as […]
March 24, 2024
Premier Path Wealth Partners LLC bought a new stake in Block, Inc. (NYSE:SQ – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 4,250 shares of the technology company’s stock, valued at approximately $329,000. Several other large investors have also modified their holdings of […]
March 24, 2024
Mutual Advisors LLC lowered its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 13.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 205,148 shares of the cell phone carrier’s stock after selling 32,903 shares during the quarter. Mutual Advisors […]
March 23, 2024
Sterling Investment Counsel LLC raised its holdings in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 10.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 630 shares of the asset manager’s stock after purchasing an additional 58 shares during the quarter. […]
March 23, 2024
Independent Wealth Network Inc. boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 132,504 shares of the company’s stock after buying an […]
March 23, 2024
Independent Wealth Network Inc. increased its position in shares of The Boeing Company (NYSE:BA – Free Report) by 24.7% during the fourth quarter, Holdings Channel reports. The fund owned 1,626 shares of the aircraft producer’s stock after acquiring an additional 322 shares during the quarter. Independent Wealth Network Inc.’s holdings in Boeing were worth $424,000 […]