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CreativeOne Wealth LLC lowered its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 159,332 shares of the company’s stock after selling 1,975 shares during the period. iShares […]
CreativeOne Wealth LLC lowered its position in McDonald’s Co. (NYSE:MCD – Free Report) by 4.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,423 shares of the fast-food giant’s stock after selling 476 shares during the quarter. CreativeOne Wealth LLC’s […]
CreativeOne Wealth LLC lifted its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 7.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,513 shares of the software maker’s stock after acquiring an additional 389 shares during the quarter. CreativeOne Wealth LLC’s holdings […]
CreativeOne Wealth LLC boosted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,772 shares of the company’s stock after buying an additional 390 shares during the […]
CreativeOne Wealth LLC lowered its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,436 shares of the home improvement retailer’s stock after selling 244 shares during the period. CreativeOne Wealth LLC’s holdings in […]