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CreativeOne Wealth LLC lessened its position in McDonald’s Co. (NYSE:MCD – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,423 shares of the fast-food giant’s stock after selling 476 shares during the period. CreativeOne Wealth LLC’s holdings […]
CreativeOne Wealth LLC increased its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 83,467 shares of the company’s stock after buying an additional 3,183 shares during the period. Vanguard Small-Cap ETF accounts for 1.1% […]
CreativeOne Wealth LLC reduced its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 184,431 shares of the company’s stock after selling 3,686 shares during the period. Vanguard Growth […]
CreativeOne Wealth LLC grew its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 22.6% during the 4th quarter, HoldingsChannel reports. The fund owned 93,442 shares of the cell phone carrier’s stock after acquiring an additional 17,227 shares during the quarter. CreativeOne Wealth LLC’s holdings in Verizon Communications were worth $3,523,000 at […]
CreativeOne Wealth LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 11,725 shares of the healthcare conglomerate’s stock after acquiring an additional 358 shares during the quarter. CreativeOne Wealth […]