Page 43 - Wealth Services News Today

Keystone Wealth Services LLC lifted its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,056 shares of the company’s stock after purchasing an additional 1,431 […]

Courier Capital LLC trimmed its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 55.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 34,429 shares of the company’s stock after selling 42,334 shares during the period. Courier Capital LLC’s holdings in SPDR Portfolio Developed World ex-US ETF were […]

Sandy Cove Advisors LLC grew its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 25.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 966 shares of the healthcare conglomerate’s stock after purchasing an additional 198 shares during the […]

Bank of New York Mellon (NYSE:BK – Get Free Report)‘s stock had its “sector perform” rating reiterated by stock analysts at Royal Bank of Canada in a report released on Wednesday, Benzinga reports. They currently have a $58.00 price objective on the bank’s stock. Royal Bank of Canada’s target price would indicate a potential upside […]

Keystone Wealth Services LLC increased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 24.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,428 shares of the electric vehicle producer’s stock after acquiring an additional 1,052 shares during the quarter. Keystone Wealth Services LLC’s holdings in Tesla were worth $1,349,000 […]

Keystone Wealth Services LLC lowered its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 12.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,131 shares of the company’s stock after selling 1,555 shares during the period. […]

Keystone Wealth Services LLC lessened its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 15.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,662 shares of the company’s stock after selling 1,582 shares during the […]

Keystone Wealth Services LLC lowered its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 9.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,746 shares of the home improvement retailer’s stock after selling 173 shares during the period. Keystone Wealth […]

Keystone Wealth Services LLC cut its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,816 shares of the company’s stock after selling 250 shares […]

Keystone Wealth Services LLC increased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 24.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,428 shares of the electric vehicle producer’s stock after acquiring an additional 1,052 […]