Page 32 - Wealth Services News Today

Confluence Wealth Services Inc. raised its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 8.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,846 shares of the company’s stock after acquiring an additional 1,313 shares during […]

Confluence Wealth Services Inc. decreased its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 8.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,418 shares of the company’s stock after selling 969 shares during the period. Confluence Wealth Services Inc.’s […]

Confluence Wealth Services Inc. lessened its holdings in Dominion Energy, Inc. (NYSE:D – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,192 shares of the utilities provider’s stock after selling 419 shares during the period. […]

PBMares Wealth Management LLC lifted its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 63.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 329,764 shares of the company’s stock after buying an additional 127,494 shares […]

Confluence Wealth Services Inc. raised its position in NIKE, Inc. (NYSE:NKE – Free Report) by 55.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,155 shares of the footwear maker’s stock after purchasing an additional 2,195 shares during the period. Confluence Wealth Services Inc.’s […]

Segment Wealth Management LLC increased its holdings in Accenture plc (NYSE:ACN – Free Report) by 6.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 38,974 shares of the information technology services provider’s stock after acquiring an additional 2,249 shares during the quarter. Accenture […]

B.O.S.S. Retirement Advisors LLC decreased its holdings in Watsco, Inc. (NYSE:WSO – Free Report) by 14.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,777 shares of the construction company’s stock after selling 819 shares during the quarter. B.O.S.S. Retirement Advisors LLC’s holdings […]

Brown Financial Advisory reduced its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.7% during the 4th quarter, HoldingsChannel reports. The fund owned 6,035 shares of the exchange traded fund’s stock after selling 104 shares during the period. iShares Russell 1000 Value ETF accounts for 0.8% of Brown Financial […]

Stiles Financial Services Inc increased its position in Devon Energy Co. (NYSE:DVN – Free Report) by 101.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,870 shares of the energy company’s stock after buying an additional 15,036 shares […]

Optas LLC trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,801 shares of the credit services provider’s stock after selling 184 shares during the period. Mastercard […]