Page 46 - Wealth Services News Today

Keystone Wealth Services LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,561 shares of the exchange traded fund’s stock after selling […]

Keystone Wealth Services LLC reduced its stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 24.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,197 shares of the exchange traded fund’s stock after selling 378 shares during the quarter. Keystone Wealth […]

Keystone Wealth Services LLC trimmed its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,913 shares of the biopharmaceutical company’s stock after selling 205 shares during the period. Keystone Wealth […]

Keystone Wealth Services LLC lowered its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 17.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 684 shares of the company’s stock after selling 144 shares during the quarter. Keystone Wealth Services LLC’s holdings […]

Macy’s, Inc. (NYSE:M – Get Free Report) EVP Danielle L. Kirgan sold 15,070 shares of the company’s stock in a transaction that occurred on Friday, March 22nd. The shares were sold at an average price of $20.42, for a total transaction of $307,729.40. Following the completion of the transaction, the executive vice president now owns […]

A Fla. team of siblings with $580 million in managed assets will form Grafton Wealth Advisors when joining LPL Financial from Merrill Lynch.

Premier Path Wealth Partners LLC purchased a new stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 42,018 shares of the bank’s stock, valued at approximately $2,185,000. A number of other hedge […]

Klein Pavlis & Peasley Financial Inc. purchased a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 592 shares of the credit services provider’s stock, valued at approximately $252,000. Several other hedge funds […]

HB Wealth Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,867 shares of the credit services provider’s stock after selling 428 shares during the quarter. HB Wealth Management […]

HB Wealth Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,867 shares of the credit services provider’s stock after selling 428 shares during the quarter. HB Wealth Management […]