Page 25 - Wealthsource Partners News Today

Wealthsource Partners LLC cut its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 1.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,468 shares of the healthcare product maker’s stock after selling 119 shares during the quarter. Wealthsource Partners LLC’s […]

Wealthsource Partners LLC trimmed its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 5.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,108 shares of the company’s stock after selling 523 shares during the quarter. Wealthsource Partners LLC’s […]

Clearstead Advisors LLC reduced its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 2.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 145,999 shares of the company’s stock after selling 3,861 shares during the quarter. iShares 0-3 Month […]

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 lowered its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 13.0% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,640 shares of the company’s stock after selling 1,745 shares during the quarter. Wealthsource Partners LLC’s holdings in […]

Wealthsource Partners LLC lessened its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 1.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 7,683 shares of the conglomerate’s stock after selling 128 shares during the quarter. Wealthsource Partners LLC’s holdings […]

Wealthsource Partners LLC lowered its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 28.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,289 shares of the company’s stock after selling 5,598 shares during the […]

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 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 decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,228 shares of the electric vehicle producer’s stock after selling 476 shares during the period. Wealthsource Partners […]