Page 36 - Wealth Services News Today

Confluence Wealth Services Inc. reduced its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,947 shares of the communications equipment provider’s stock after selling 150 shares during the […]

Confluence Wealth Services Inc. boosted its holdings in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 81.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 499,081 shares of the company’s stock after purchasing an additional 223,896 shares during the quarter. Capital Group […]

Confluence Wealth Services Inc. lifted its holdings in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 13.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,509 shares of the financial services provider’s stock after purchasing an additional 1,828 shares during the period. Confluence […]

Confluence Wealth Services Inc. increased its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 138.0% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 962,396 shares of the company’s stock after purchasing an additional 557,979 shares during the period. Dimensional International Value ETF comprises about 3.6% of Confluence Wealth Services […]

Confluence Wealth Services Inc. increased its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 205.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 194,756 shares of the exchange traded fund’s stock after buying an additional 130,936 shares […]

Confluence Wealth Services Inc. trimmed its position in Deere & Company (NYSE:DE – Free Report) by 2.5% in the 4th quarter, Holdings Channel reports. The firm owned 3,719 shares of the industrial products company’s stock after selling 96 shares during the quarter. Confluence Wealth Services Inc.’s holdings in Deere & Company were worth $1,487,000 at […]

Garrison Bradford & Associates Inc. grew its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 10,365 shares of the home improvement retailer’s stock after buying an additional 250 shares during the quarter. Lowe’s […]

Confluence Wealth Services Inc. trimmed its holdings in shares of General Dynamics Co. (NYSE:GD – Free Report) by 1.2% during the 4th quarter, Holdings Channel reports. The institutional investor owned 4,739 shares of the aerospace company’s stock after selling 57 shares during the period. Confluence Wealth Services Inc.’s holdings in General Dynamics were worth $1,231,000 […]

Confluence Wealth Services Inc. grew its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 205.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 194,756 shares of the exchange traded fund’s stock after purchasing an additional 130,936 shares during the period. […]

Axim Planning & Wealth lowered its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 15.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,711 shares of the company’s stock after selling 1,010 shares during the quarter. Altria Group comprises 0.2% of Axim […]