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Grey Fox Wealth Advisors LLC decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 16.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 702 shares of the company’s stock after selling 141 shares during the […]
Aptus Capital Advisors LLC lowered its holdings in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 30.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 62,043 shares of the company’s stock after selling 27,275 shares during […]
Ruedi Wealth Management Inc. decreased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 20.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 1,161 shares of the network equipment provider’s stock after selling 294 shares during the quarter. Ruedi Wealth […]
PYA Waltman Capital LLC increased its position in shares of General Dynamics Co. (NYSE:GD – Free Report) by 52.7% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,119 shares of the aerospace company’s stock after purchasing an additional 1,076 shares during the quarter. PYA Waltman Capital […]
Formidable Asset Management LLC cut its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 2.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 21,444 shares of the coffee company’s stock after selling 551 shares during the quarter. Formidable Asset Management LLC’s holdings in Starbucks were worth $2,247,000 as of its most recent SEC […]