Page 42 - Wealth Services News Today

Keystone Wealth Services LLC cut its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 17.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,408 shares of the exchange traded fund’s stock after selling 2,864 shares during the quarter. […]

Sawyer & Company Inc increased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 184.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 45,605 shares of the medical research company’s stock after buying an additional 29,570 shares during the period. Amgen accounts for approximately 5.6% […]

Tectonic Advisors LLC raised its stake in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 18.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,620 shares of the bank’s stock after acquiring an additional 1,172 shares […]

Keystone Wealth Services LLC grew its stake in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU – Free Report) by 1.5% in the fourth quarter, Holdings Channel reports. The firm owned 6,239 shares of the company’s stock after acquiring an additional 90 shares during the period. Keystone Wealth Services LLC’s holdings in SPDR S&P […]

Keystone Wealth Services LLC cut its holdings in FT Vest U.S. Equity Buffer ETF September (BATS:FSEP – Free Report) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 110,022 shares of the company’s stock after selling 1,106 shares during the period. […]

Keystone Wealth Services LLC cut its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 12.3% in the 4th quarter, HoldingsChannel reports. The firm owned 11,131 shares of the company’s stock after selling 1,555 shares during the period. Vanguard S&P 500 ETF makes up 1.7% of Keystone Wealth Services LLC’s portfolio, […]

Vision Capital Management Inc. raised its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.7% in the fourth quarter, HoldingsChannel reports. The fund owned 12,494 shares of the retailer’s stock after acquiring an additional 82 shares during the period. Costco Wholesale accounts for approximately 1.3% of Vision Capital Management Inc.’s investment […]

Keystone Wealth Services LLC raised its stake in shares of Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Free Report) by 17.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 26,505 shares of the company’s stock after buying an additional 3,985 shares during the period. Keystone Wealth Services LLC’s holdings in […]

Keystone Wealth Services LLC cut its holdings in FT Vest U.S. Equity Buffer ETF May (BATS:FMAY – Free Report) by 4.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 158,711 shares of the company’s stock after selling 6,850 shares during the period. FT Vest U.S. Equity […]

Keystone Wealth Services LLC lifted its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 8.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,648 shares of the company’s stock after acquiring an additional 198 shares during the period. […]