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Beacon Financial Group decreased its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 84,581 shares of the company’s stock after selling 1,042 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for […]
StrongBox Wealth LLC lessened its holdings in AbbVie Inc. (NYSE:ABBV – Get Rating) by 17.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 16,055 shares of the company’s stock after selling 3,462 shares during the period. AbbVie comprises 1.8% of StrongBox Wealth LLC’s holdings, making the stock […]
Cliftonlarsonallen Wealth Advisors LLC bought a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 196,710 shares of the company’s stock, valued at approximately $47,582,000. iShares Core S&P Mid-Cap […]
Eastern Bank reduced its holdings in Visa Inc. (NYSE:V – Get Rating) by 10.8% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 97,528 shares of the credit-card processor’s stock after selling 11,762 shares during the quarter. Eastern Bank’s holdings in Visa […]
Congress Asset Management Co. MA lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 0.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 175,945 shares of the financial services provider’s stock after selling 828 shares […]