Page 37 - Wealth Services News Today

Garrison Bradford & Associates Inc. boosted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 2.5% in the fourth quarter, HoldingsChannel reports. The firm owned 10,365 shares of the home improvement retailer’s stock after buying an additional 250 shares during the period. Lowe’s Companies accounts for about 2.5% of Garrison Bradford […]

Confluence Wealth Services Inc. boosted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 54.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,105 shares of the exchange traded fund’s stock after purchasing an additional 9,189 shares […]

Confluence Wealth Services Inc. boosted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 54.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,105 shares of the exchange traded fund’s stock after purchasing an additional 9,189 shares […]

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. […]

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. 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. 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. acquired a new position in shares of JPMorgan US Value Factor ETF (NYSEARCA:JVAL – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 52,104 shares of the company’s stock, valued at approximately $2,010,000. Confluence Wealth Services […]

Confluence Wealth Services Inc. grew its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 138.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 962,396 shares of the company’s stock after acquiring an additional 557,979 […]

Arlington Trust Co LLC purchased a new position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,903 shares of the bank’s stock, valued at […]