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Legacy Advisors LLC raised its stake in Bank of America Co. (NYSE:BAC) by 8.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 44,244 shares of the financial services provider’s stock after purchasing an additional 3,566 shares during the quarter. Legacy Advisors LLC’s holdings in Bank of America were worth $1,490,000 as of its […]
CAP Partners LLC bought a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 14,541 shares of the company’s stock, valued at approximately $809,000. A number of other institutional investors and hedge […]
Atlantic Edge Private Wealth Management LLC purchased a new stake in DTE Energy (NYSE:DTE – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 5,360 shares of the utilities provider’s stock, valued at approximately $591,000. A number of other hedge […]
Executive Wealth Management LLC decreased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 54.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,135 shares of the exchange traded fund’s stock after selling 3,770 shares during the […]
Executive Wealth Management LLC lowered its position in shares of ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) by 9.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 17,049 shares of the exchange traded fund’s stock after selling 1,848 shares during the period. Executive Wealth Management LLC’s holdings in ProShares UltraPro QQQ were worth […]