Page 24 - Wealthsource Partners News Today

Wealthsource Partners LLC lessened its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 9,228 shares of the electric vehicle producer’s stock after selling 476 shares during the period. Wealthsource Partners LLC’s holdings in Tesla were worth $2,309,000 […]

Wealthsource Partners LLC trimmed its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 9.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 48,400 shares of the company’s stock after selling 5,246 shares during the period. Wealthsource Partners […]

Wealthsource Partners LLC trimmed its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 6.8% in the third quarter, HoldingsChannel reports. The fund owned 21,513 shares of the company’s stock after selling 1,563 shares during the period. Wealthsource Partners LLC’s holdings in Avantis U.S. Equity ETF were worth $1,576,000 at the end of […]

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

Wealthsource Partners LLC grew its holdings in shares of Moody’s Co. (NYSE:MCO – Free Report) by 0.9% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,522 shares of the business services provider’s stock after buying an additional 30 shares during the period. Wealthsource Partners LLC’s […]

Wealthsource Partners LLC trimmed its holdings 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 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,640 shares of the company’s stock after selling 1,745 shares during […]

Wealthsource Partners LLC lowered its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. 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 […]

Wealthsource Partners LLC reduced its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 1.6% during the third quarter, Holdings Channel.com reports. The firm owned 7,683 shares of the conglomerate’s stock after selling 128 shares during the period. Wealthsource Partners LLC’s holdings in Honeywell International were worth $1,419,000 at the end of the most […]

South Street Advisors LLC lowered its position in Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) by 13.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,750 shares of the transportation company’s stock after selling 2,500 shares during the quarter. […]

Wealthsource Partners LLC trimmed its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 1.2% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 9,468 shares of the healthcare product maker’s stock after selling 119 shares during the period. Wealthsource Partners LLC’s holdings in Abbott Laboratories were worth […]