Page 22 - Wealthsource Partners News Today

Wealthsource Partners LLC trimmed its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 3.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,286 shares of the semiconductor manufacturer’s stock after selling 320 shares during the quarter. Wealthsource Partners […]

Wealthsource Partners LLC decreased its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 10.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 21,589 shares of the biopharmaceutical company’s stock after selling 2,572 shares during the quarter. Wealthsource Partners LLC’s holdings in […]

Wealthsource Partners LLC lessened its holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 28.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 14,289 shares of the company’s stock after selling 5,598 shares during the quarter. Wealthsource Partners […]

Wealthsource Partners LLC lowered its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 12.4% in the 3rd quarter, Holdings Channel reports. The fund owned 39,210 shares of the company’s stock after selling 5,568 shares during the period. Wealthsource Partners LLC’s holdings in Vanguard Short-Term Inflation-Protected Securities ETF were worth […]

Wealthsource Partners LLC lessened its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 7.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 13,082 shares of the entertainment giant’s stock after selling 986 shares during the period. Wealthsource Partners LLC’s holdings in Walt […]

Wealthsource Partners LLC increased its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 61.3% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 14,898 shares of the company’s stock after acquiring an additional 5,661 shares during the period. […]

Wealthsource Partners LLC increased its holdings in shares of Moody’s Co. (NYSE:MCO – Free Report) by 0.9% in the third quarter, Holdings Channel.com reports. The fund owned 3,522 shares of the business services provider’s stock after buying an additional 30 shares during the quarter. Wealthsource Partners LLC’s holdings in Moody’s were worth $1,114,000 at the […]

Wealthsource Partners LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 61.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,898 shares of the company’s stock after purchasing an additional 5,661 […]

Wealthsource Partners LLC cut its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 0.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,670 shares of the company’s stock after selling 147 shares during the quarter. Wealthsource Partners […]

Wealthsource Partners LLC cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 7.0% during the third quarter, Holdings Channel reports. The institutional investor owned 13,082 shares of the entertainment giant’s stock after selling 986 shares during the quarter. Wealthsource Partners LLC’s holdings in Walt Disney were worth $1,060,000 as of its […]