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Element Wealth LLC boosted its position in Visa Inc. (NYSE:V – Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,673 shares of the credit-card processor’s stock after acquiring an additional 72 shares during the quarter. Element […]
Element Wealth LLC lessened its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 5.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 424 shares of the software company’s stock after selling 23 shares during the quarter. Element Wealth LLC’s holdings in Adobe were worth […]
Element Wealth LLC lowered its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 0.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 108,536 shares of the company’s stock after selling 556 shares during the quarter. […]
Element Wealth LLC trimmed its holdings in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 1.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 32,099 shares of the company’s stock after selling 419 shares during the quarter. Element […]
Element Wealth LLC boosted its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 3.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 269,063 shares of the company’s stock after acquiring an additional 8,220 […]