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StrongBox Wealth LLC grew its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 21.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 122,449 shares of the company’s stock after purchasing an additional 21,573 shares during the period. JPMorgan Equity […]
Cliftonlarsonallen Wealth Advisors LLC boosted its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Get Rating) by 7.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 496,895 shares of the company’s stock after purchasing an additional 36,041 shares during the quarter. […]
StrongBox Wealth LLC grew its holdings in Honeywell International Inc. (NASDAQ:HON – Get Rating) by 2.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 3,225 shares of the conglomerate’s stock after acquiring an additional 85 shares during the period. StrongBox Wealth LLC’s holdings in Honeywell International were worth $691,000 at the end of […]
PFG Private Wealth Management LLC trimmed its stake in Medtronic plc (NYSE:MDT – Get Rating) by 18.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 753 shares of the medical technology company’s stock after selling 170 shares during the period. PFG Private […]
Polaris Wealth Advisory Group LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Get Rating) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 28,470 shares of the semiconductor manufacturer’s stock, valued at approximately $16,460,000. Broadcom makes up about 1.2% of Polaris Wealth Advisory Group LLC’s portfolio, […]