Page 41 - Wealth Services News Today

Keystone Wealth Services LLC lowered its stake in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,500 shares of the company’s stock after selling 2,257 shares […]

Schechter Investment Advisors LLC reduced its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 19.6% in the 4th quarter, HoldingsChannel reports. The firm owned 20,747 shares of the oil and gas company’s stock after selling 5,046 shares during the period. Schechter Investment Advisors LLC’s holdings in Exxon Mobil were worth $2,074,000 as of […]

Schechter Investment Advisors LLC lowered its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,210 shares of the medical research company’s stock after selling 190 shares during the quarter. […]

Keystone Wealth Services LLC cut its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 5.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,884 shares of the fast-food giant’s stock after selling 106 shares during the quarter. Keystone Wealth Services […]

Tectonic Advisors LLC lifted its position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 18.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,620 shares of the bank’s stock after purchasing an additional 1,172 shares during the period. Tectonic Advisors LLC’s holdings in Bank of New York Mellon […]

PFG Investments LLC raised its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 4.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 2,835 shares of the credit services provider’s stock after acquiring an additional 109 shares during the period. PFG Investments LLC’s holdings […]

Keystone Wealth Services LLC decreased its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 12.8% during the 4th quarter, Holdings Channel.com reports. The fund owned 22,516 shares of the exchange traded fund’s stock after selling 3,318 shares during the quarter. iShares National Muni Bond ETF accounts for 0.8% of Keystone Wealth […]

Keystone Wealth Services LLC boosted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 74.9% in the fourth quarter, Holdings Channel reports. The fund owned 3,970 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,700 shares during the period. Keystone Wealth Services LLC’s holdings in Advanced Micro Devices […]

Keystone Wealth Services LLC reduced its stake in shares of Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Free Report) by 1.7% in the 4th quarter, Holdings Channel reports. The firm owned 130,898 shares of the company’s stock after selling 2,329 shares during the quarter. Innovator U.S. Equity Power Buffer ETF – November […]

Keystone Wealth Services LLC lessened its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 17.6% in the 4th 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 […]