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March 28, 2024
Keystone Wealth Services LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 16.1% 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 6,351 shares of the company’s stock after selling 1,218 shares during […]
March 28, 2024
Sage Financial Group Inc. raised its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 5.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 110,377 shares of the company’s stock after purchasing an additional 5,607 shares during the quarter. Vanguard Large-Cap ETF […]
March 28, 2024
Sage Financial Group Inc. grew its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 110,377 shares of the company’s stock after purchasing an additional 5,607 shares during the […]
March 28, 2024
WASHINGTON TRUST Co lowered its holdings in Vanguard S&P 500 Value ETF (NYSEARCA:VOOV – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,276 shares of the company’s stock after selling 112 shares during the period. WASHINGTON TRUST […]
March 27, 2024
Bar Harbor Wealth Management cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 94,836 shares of the company’s stock after selling 918 shares during the […]
March 27, 2024
Bar Harbor Wealth Management trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 94,836 shares of the company’s stock after selling 918 shares during the quarter. […]
March 27, 2024
Keystone Wealth Services LLC lowered its holdings in shares of FT Vest U.S. Equity Buffer ETF – February (BATS:FFEB – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,272 shares of the company’s stock […]
March 27, 2024
Keystone Wealth Services LLC reduced its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 17.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,408 shares of the exchange traded fund’s stock after selling 2,864 shares during […]
March 27, 2024
Keystone Wealth Services LLC reduced its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 15.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 8,662 shares of the company’s stock after selling 1,582 shares during the quarter. Keystone Wealth Services LLC’s holdings in Vanguard Value ETF were worth $1,295,000 at the end of […]
March 27, 2024
Keystone Wealth Services LLC cut its stake in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Free Report) by 10.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 55,536 shares of the company’s stock after selling […]