Page 21 - Wealthsource Partners News Today

Wealthsource Partners LLC raised its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 9.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,247 shares of the financial services provider’s stock after purchasing an additional 562 shares during the period. Wealthsource Partners LLC’s […]

Wealthsource Partners LLC grew its holdings in shares of ETFMG Prime Junior Silver Miners ETF (NYSEARCA:SILJ – Free Report) by 7.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 78,300 shares of the company’s stock after buying an additional 5,385 […]

Wealthsource Partners LLC boosted its position in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 13.5% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 16,419 shares of the oil and gas producer’s stock after acquiring an additional 1,957 shares during the period. Wealthsource Partners LLC’s […]

Lcnb Corp acquired a new position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the third quarter, according to the company in its most recent filing with the SEC. The fund acquired 5,649 shares of the company’s stock, valued at approximately $247,000. A number of other institutional investors have also recently added […]

Wealthsource Partners LLC lowered its holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 93.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,506 shares of the company’s stock after selling 113,631 shares during […]

Wealthsource Partners LLC lessened its holdings in shares of iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 13.7% in the third quarter, Holdings Channel.com reports. The institutional investor owned 7,943 shares of the company’s stock after selling 1,266 shares during the quarter. Wealthsource Partners LLC’s holdings in iShares U.S. Medical Devices ETF were […]

Wealthsource Partners LLC reduced its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 3.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 237 shares of the business services provider’s stock after selling 8 shares during the quarter. […]

Wealthsource Partners LLC lifted its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.9% during the third quarter, Holdings Channel reports. The institutional investor owned 6,597 shares of the retailer’s stock after acquiring an additional 58 shares during the quarter. Wealthsource Partners LLC’s holdings in Costco Wholesale were worth $3,727,000 as of its […]

Wealthsource Partners LLC lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,105 shares of the social networking company’s stock after selling 269 shares during the quarter. Wealthsource Partners LLC’s […]

Wealthsource Partners LLC reduced its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 13.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,640 shares of the company’s stock after selling 1,745 shares during […]