Page 23 - Wealthsource Partners News Today

Wealthsource Partners LLC cut its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 5.4% during the third quarter, Holdings Channel reports. The institutional investor owned 9,108 shares of the company’s stock after selling 523 shares during the period. Wealthsource Partners LLC’s holdings in Procter & Gamble were worth $1,328,000 as of […]

Wealthsource Partners LLC boosted its position in Korn Ferry (NYSE:KFY – Free Report) by 48.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,905 shares of the business services provider’s stock after buying an additional 5,868 shares during the […]

Wealthsource Partners LLC cut its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 9.8% during the third quarter, Holdings Channel reports. The firm owned 48,400 shares of the company’s stock after selling 5,246 shares during the quarter. Wealthsource Partners LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth […]

Wealthsource Partners LLC cut its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 6.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,513 shares of the company’s stock after selling 1,563 shares during the period. Wealthsource […]

Wealthsource Partners LLC trimmed its holdings in RB Global, Inc. (NYSE:RBA – Free Report) (TSE:RBA) by 1.2% in the 3rd quarter, Holdings Channel reports. The fund owned 15,408 shares of the business services provider’s stock after selling 188 shares during the quarter. Wealthsource Partners LLC’s holdings in RB Global were worth $963,000 as of its […]

Wealthsource Partners LLC raised its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 17.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,211 shares of the company’s stock after acquiring an additional 1,993 shares during […]

Wealthsource Partners LLC lessened its stake in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 3.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,633 shares of the oil and gas company’s stock after selling 353 shares during the quarter. Wealthsource […]

Wealthsource Partners LLC lowered its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 9,228 shares of the electric vehicle producer’s stock after selling 476 shares during the quarter. Wealthsource Partners LLC’s holdings in Tesla […]

Wealthsource Partners LLC lowered its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 2,080 shares of the semiconductor manufacturer’s stock after selling 45 shares during the quarter. Wealthsource Partners LLC’s holdings in Broadcom were […]

Wealthsource Partners LLC lowered its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 0.7% in the 3rd quarter, Holdings Channel reports. The fund owned 19,670 shares of the company’s stock after selling 147 shares during the period. Wealthsource Partners LLC’s holdings in iShares S&P Small-Cap 600 Value ETF […]