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April 11, 2024
RFG Advisory LLC trimmed its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,904 shares of the manufacturing equipment provider’s stock after selling 382 shares during the quarter. […]
April 11, 2024
G&S Capital LLC decreased its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 7.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,479 shares of the company’s stock after selling 591 shares during the quarter. G&S Capital LLC’s […]
April 11, 2024
Confluence Wealth Services Inc. raised its holdings in Visa Inc. (NYSE:V – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 17,644 shares of the credit-card processor’s stock after acquiring an additional 571 shares during the quarter. Visa comprises […]
April 10, 2024
Sequoia Financial Advisors LLC lifted its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 681.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 73,576 shares of the business services provider’s stock after purchasing an additional 64,162 shares during […]
April 10, 2024
SOL Capital Management CO raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 16,095 shares of the company’s stock after purchasing an additional 418 shares during the period. iShares Core S&P […]
April 10, 2024
RFG Advisory LLC boosted its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 313.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,865 shares of the exchange traded fund’s stock after acquiring an additional 28,704 shares during […]
April 10, 2024
Shares of Prudential plc (NYSE:PUK – Get Free Report) reached a new 52-week low during mid-day trading on Wednesday . The company traded as low as $17.94 and last traded at $17.98, with a volume of 73029 shares. The stock had previously closed at $18.46. Prudential Price Performance The stock has a fifty day simple […]
April 10, 2024
RFG Advisory LLC trimmed its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,870 shares of the company’s stock after selling 140 shares during […]
April 10, 2024
RFG Advisory LLC trimmed its stake in Vanguard S&P 500 Value ETF (NYSEARCA:VOOV – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,584 shares of the company’s stock after selling 290 shares during the quarter. RFG […]
April 10, 2024
Confluence Wealth Services Inc. trimmed its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 9.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 4,309 shares of the company’s stock after selling 460 shares during the quarter. Confluence Wealth Services Inc.’s holdings in RTX were worth $363,000 at the end of […]