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WealthSpring Partners LLC Buys 1,384 Shares of Exxon Mobil Co. (NYSE:XOM)

WealthSpring Partners LLC grew its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 32.7% in the third quarter, according to its most recent filing with the SEC. The fund owned 5,619 shares of the oil and gas company’s stock after acquiring an additional 1,384 shares during the period. WealthSpring Partners LLC’s holdings in […]
United States Sanfordc Bernstein Leonardm Fox Jeffreyw Ubben Redburn Atlantic Energy Products

WealthSpring Partners LLC Purchases 1,384 Shares of Exxon Mobil Co. (NYSE:XOM)

WealthSpring Partners LLC boosted its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 32.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,619 shares of the oil and gas company’s stock after purchasing an additional […]
United States Redburn Atlantic Jeffreyw Ubben Leonardm Fox Investimentos Ltda Kb Financial Partners

MGO One Seven LLC Makes New $593,000 Investment in iShares U.S. Medical Devices ETF (NYSEARCA:IHI)

MGO One Seven LLC purchased a new position in shares of iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 12,232 shares of the company’s stock, valued at approximately $593,000. Several other institutional […]
Hazlett Burt Watson Inc Wealthspring Partners Modera Wealth Management Larson Financial Group Mgo One Seven Wealthfront Advisers
Source: wkrb13.com

WealthSpring Partners LLC Buys 478 Shares of Chevron Co. (NYSE:CVX)

WealthSpring Partners LLC increased its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.4% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 14,506 shares of the oil and gas company’s stock after acquiring an additional 478 shares during the quarter. Chevron accounts for 1.8% of WealthSpring Partners LLC’s portfolio, making […]
United States Chevron Corporation Worth Asset Management Financial Advisors Ltd Chevron Co Visionpoint Advisory Group

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Bahl & Gaynor Inc. Has $1.95 Million Holdings in Kimberly-Clark Co. (NYSE:KMB)

Bahl & Gaynor Inc. trimmed its position in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 3.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 16,152 shares of the company’s stock after selling 551 shares during the quarter. Bahl […]
Jeffreyp Melucci Piper Sandler Trinitypoint Wealth Kimberly Clark Corporation Wealthspring Partners Kimberly Clark Co

McClarren Financial Advisors Inc. Lowers Holdings in Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG)

McClarren Financial Advisors Inc. trimmed its holdings in Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG – Free Report) by 32.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,097 shares of the company’s stock after selling 3,853 shares during the period. McClarren […]
United Kingdom United States Cambridge Investment Research Advisors Inc Alphacore Capital Simmons Bank Securities Exchange Commission

WealthSpring Partners LLC Has $1.20 Million Stock Position in Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB)

WealthSpring Partners LLC grew its holdings in Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 3.2% during the third quarter, Holdings Channel.com reports. The firm owned 20,198 shares of the company’s stock after buying an additional 620 shares during the period. Vanguard ESG U.S. Corporate Bond ETF comprises about 0.9% of WealthSpring […]
Bloomberg Msci Us Corp Adviser Investments Truist Financial Corp Envestnet Asset Management Inc Wealthspring Partners Dedora Capital Inc
Source: wkrb13.com

Vanguard Total International Bond ETF (NASDAQ:BNDX) Stock Holdings Increased by WealthSpring Partners LLC

WealthSpring Partners LLC raised its position in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 1.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 156,596 shares of the company’s stock after acquiring an additional 2,320 shares during […]
Vanguard Total International Bond Mercer Global Advisors Inc Envestnet Asset Management Inc Vanguard Group Inc Quarter For Vanguard Total International Bond Wealthspring Partners
Source: wkrb13.com

WealthSpring Partners LLC Increases Stock Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

WealthSpring Partners LLC boosted its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,308 shares of the company’s stock after purchasing an additional 150 shares during the […]
Blackrock Inc Fairfield Bush Securities Exchange Commission Vanguard High Dividend Yield Index Fund Cibc World Market Inc York Mellon Corp

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