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HB Wealth Management LLC Decreases Holdings in Illinois Tool Works Inc. (NYSE:ITW)

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 […]
Cedar Brook United States Ernest Scott Santi Stifel Nicolaus Michaelm Larsen Wealth Network Inc

GPS Wealth Strategies Group LLC Trims Stake in First Trust Capital Strength ETF (NASDAQ:FTCS)

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 […]
United States Credit Suisse Group Stirling Capital Management Wealth Strategies Group News Ratings For First Trust Capital Strength Company Profile

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Sold by GPS Wealth Strategies Group LLC

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 […]
Gps Wealth Strategies Group Accurate Wealth Management Company Profile Wealth Strategies Group Willis Johnson Associates Inc Lantz Financial
Source: wkrb13.com

HB Wealth Management LLC Has $6.73 Million Position in iShares Select Dividend ETF (NASDAQ:DVY)

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. […]
Dow Jones Henrickson Nauta Wealth Advisors Inc Wealth Network Inc Mutual Advisors Exchange Commission Skyoak Wealth

iShares Silver Trust (NYSEARCA:SLV) Shares Sold by Mutual Advisors LLC

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 […]
Silver Trust Silver Trust Profile Advisor Resource Council Wealth Network Inc Whitaker Myers Wealth Managers Silver Trust Stock Down
Source: wkrb13.com

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Premier Path Wealth Partners LLC Buys Shares of 4,250 Block, Inc. (NYSE:SQ)

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 […]
United States Brian Grassadonia William Blair Path Wealth Partners Wealth Network Inc Monterey Private Wealth Inc
Source: wkrb13.com

Mutual Advisors LLC Decreases Stake in Verizon Communications Inc. (NYSE:VZ)

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 […]
Raymond James Path Wealth Partners Mutual Advisors Sterling Investment Counsel Verizon Business Group Wealth Network Inc

Sterling Investment Counsel LLC Acquires 58 Shares of BlackRock, Inc. (NYSE:BLK)

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. […]
Laurence Fink Christopherj Meade Blackrock Inc Advisor Resource Council Goldman Sachs Group Wealth Network Inc

Independent Wealth Network Inc. Has $6.18 Million Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

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 […]
United States Red Tortoise England Inc Company Profile Securities Exchange Commission Wealth Network Inc
Source: wkrb13.com

Independent Wealth Network Inc. Has $424,000 Stock Position in The Boeing Company (NYSE:BA)

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 […]
United States Edward Jones Stifel Nicolaus Royal Bank Meridian Wealth Management California Public Employees Retirement System

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