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Wrapmanager Inc. Sells 310 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Wrapmanager Inc. cut its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Get Rating) by 2.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 15,038 shares of the company’s stock after selling 310 shares during the quarter. Wrapmanager Inc.’s holdings in iShares MSCI […]
Nova Scotia United States Aj Wealth Strategies Michigan Advisors Blair William Co Wrapmanager Inc

Wrapmanager Inc. Acquires New Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Wrapmanager Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 42,326 shares of the company’s stock, valued at approximately $2,352,000. Other institutional investors also recently […]
Dow Jones Wrapmanager Inc Pathway Financial Advisors Bartlett Co Securities Exchange Commission Gw Henssler Associates Ltd

Salesforce, Inc. (NYSE:CRM) Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. lessened its stake in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 24.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,588 shares of the CRM provider’s stock after selling 2,116 shares during the quarter. Wrapmanager […]
United States Parker Harris Sundeepg Reddy Managers Group Capital Advisors Corp Morgan Stanley

Wrapmanager Inc. Has $1.04 Million Stake in iShares Global Clean Energy ETF (NASDAQ:ICLN)

Wrapmanager Inc. raised its stake in iShares Global Clean Energy ETF (NASDAQ:ICLN – Get Rating) by 1.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,213 shares of the company’s stock after acquiring an additional 964 shares during the quarter. Wrapmanager Inc.’s […]
Mirabella Financial Services National Bank Sp Global Clean Energy Index Raymond James Financial Services Advisors Inc Global Clean Energy Meitav Dash Investments Ltd
Source: wkrb13.com

Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Kiley Juergens Wealth Management LLC

Kiley Juergens Wealth Management LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 1.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 17,591 shares of the electric vehicle producer’s stock after selling 339 shares during the quarter. Tesla comprises […]
United States Andrewd Baglino Zachary Kirkhorn Wrapmanager Inc Energy Generation Wells Fargo Company

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Agate Pass Investment Management LLC Increases Stock Holdings in Medtronic plc (NYSE:MDT)

Agate Pass Investment Management LLC boosted its position in Medtronic plc (NYSE:MDT – Get Rating) by 21.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 17,569 shares of the medical technology company’s stock after buying an additional 3,045 shares during the period. Agate Pass Investment Management LLC’s holdings in Medtronic were worth $1,365,000 […]
United States Exchange Commission Medtronic Company Profile Murphy Pohlad Asset Management Reuter James Wealth Management Royal Bank

Cumberland Partners Ltd Has $4.11 Million Stock Holdings in The Cigna Group (NYSE:CI)

Cumberland Partners Ltd increased its stake in shares of The Cigna Group (NYSE:CI – Get Rating) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,414 shares of the health services provider’s stock after purchasing an additional 169 […]
United States David Cordani Michaelw Triplett Securities Exchange Commission Wells Fargo Company Wrapmanager Inc

Wrapmanager Inc. Buys 434 Shares of AbbVie Inc. (NYSE:ABBV)

Wrapmanager Inc. raised its position in AbbVie Inc. (NYSE:ABBV – Get Rating) by 3.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 12,435 shares of the company’s stock after buying an additional 434 shares during the period. Wrapmanager Inc.’s holdings in AbbVie were worth $2,010,000 as […]
Elainek Sorg Roxannes Austin Wealth Management Securities Exchange Commission Syntal Capital Partners Wrapmanager Inc
Source: wkrb13.com

Honeywell International Inc. (NASDAQ:HON) Stake Lessened by Bogart Wealth LLC

Bogart Wealth LLC lessened its stake in Honeywell International Inc. (NASDAQ:HON – Get Rating) by 1.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,925 shares of the conglomerate’s stock after selling 471 shares during the period. Bogart Wealth LLC’s holdings […]
Honeywell International Widmann Financial Services Inc Bogart Wealth Wrapmanager Inc Honeywell International Inc Honeywell International Dividend Announcement

Brandywine Oak Private Wealth LLC Sells 942 Shares of NVIDIA Co. (NASDAQ:NVDA)

Brandywine Oak Private Wealth LLC decreased its holdings in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 10.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,945 shares of the computer hardware maker’s stock after selling 942 shares during the quarter. Brandywine Oak Private […]
United States Colette Kress Robertw Baird Compass Financial Advisors Hartline Investment Corp Jefferies Financial Group

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