Page 34 - Wealth Services News Today

Confluence Wealth Services Inc. increased its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 3.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,141 shares of the medical research company’s stock after buying an additional 110 shares during the period. […]

Confluence Wealth Services Inc. increased its position in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 295.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 20,205 shares of the exchange traded fund’s stock after buying an additional 15,099 shares during the quarter. iShares Russell 2000 Growth ETF makes up […]

Confluence Wealth Services Inc. cut its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 7.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 61,248 shares of the cell phone carrier’s stock after selling 4,700 shares during […]

Madrona Financial Services LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,970 shares of the network equipment provider’s stock after buying an additional 207 shares […]

Confluence Wealth Services Inc. increased its stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 295.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,205 shares of the exchange traded fund’s stock after purchasing […]

Confluence Wealth Services Inc. trimmed its stake in shares of iShares International Dividend Growth ETF (BATS:IGRO – Free Report) by 1.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 108,985 shares of the company’s stock after selling 1,272 shares during the quarter. iShares […]

Confluence Wealth Services Inc. boosted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 32.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 19,182 shares of the company’s stock after buying an additional 4,728 shares during the […]

Confluence Wealth Services Inc. lowered its stake in General Dynamics Co. (NYSE:GD – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,739 shares of the aerospace company’s stock after selling 57 shares during the period. Confluence Wealth […]

Confluence Wealth Services Inc. increased its holdings in Devon Energy Co. (NYSE:DVN – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,070 shares of the energy company’s stock after acquiring an additional 1,068 shares […]

Eastern Bank lowered its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 207,674 shares of the company’s stock after selling 10,227 shares during the […]