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Parkside Financial Bank & Trust Has $507,000 Holdings in Nuveen ESG Mid-Cap Value ETF (BATS:NUMV)

Parkside Financial Bank & Trust raised its holdings in Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) by 5.0% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 17,829 shares of the company’s stock after acquiring an additional 851 shares during the quarter. Parkside Financial Bank & Trust’s holdings in Nuveen ESG […] ....

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Falcon Wealth Planning Has $310,000 Stake in The Home Depot, Inc. (NYSE:HD)

Falcon Wealth Planning Has $310,000 Stake in The Home Depot, Inc. (NYSE:HD)
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Falcon Wealth Planning Lowers Position in Johnson & Johnson (NYSE:JNJ)

Falcon Wealth Planning cut its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 22.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,790 shares of the company’s stock after selling 510 shares during the period. Falcon Wealth Planning’s holdings in Johnson […] ....

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Falcon Wealth Planning Sells 373 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Falcon Wealth Planning trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,173 shares of the financial services provider’s stock after selling 373 shares during the quarter. JPMorgan Chase & […] ....

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Falcon Wealth Planning Grows Position in Meta Platforms, Inc. (NASDAQ:META)

Falcon Wealth Planning Grows Position in Meta Platforms, Inc. (NASDAQ:META)
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