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Asset Planning Services Inc. LA ADV Sells 365 Shares of Johnson & Johnson (NYSE:JNJ) - Vimarsana News

Asset Planning Services Inc. LA ADV Sells 365 Shares of Johnson & Johnson (NYSE:JNJ)

Asset Planning Services Inc. LA ADV reduced its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 35,388 shares of the company’s stock after selling 365 shares during the period. […]

Cambridge Advisors Inc. Lowers Stake in Johnson & Johnson (NYSE:JNJ) - Vimarsana News

Cambridge Advisors Inc. Lowers Stake in Johnson & Johnson (NYSE:JNJ)

Cambridge Advisors Inc. reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.3% in the fourth quarter, HoldingsChannel reports. The fund owned 13,825 shares of the company’s stock after selling 328 shares during the period. Cambridge Advisors Inc.’s holdings in Johnson & Johnson were worth $2,167,000 as of its most […]

Oak Ridge Investments LLC Acquires New Position in JPMorgan Chase & Co. (NYSE:JPM) - Vimarsana News

Oak Ridge Investments LLC Acquires New Position in JPMorgan Chase & Co. (NYSE:JPM)

Oak Ridge Investments LLC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 1,566 shares of the financial services provider’s stock, valued at approximately $266,000. Several other institutional investors also […]

Cypress Point Wealth Management LLC Has $3.01 Million Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) - Vimarsana News

Cypress Point Wealth Management LLC Has $3.01 Million Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Cypress Point Wealth Management LLC lowered its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 15.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 90,468 shares of the company’s stock after selling 16,189 shares during the quarter. […]

International Business Machines Co. (NYSE:IBM) Shares Bought by Kingswood Wealth Advisors LLC - Vimarsana News

International Business Machines Co. (NYSE:IBM) Shares Bought by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC lifted its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 87.4% in the fourth quarter, Holdings Channel reports. The firm owned 13,219 shares of the technology company’s stock after buying an additional 6,166 shares during the period. Kingswood Wealth Advisors LLC’s holdings in International Business Machines […]

Source: wkrb13.com