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Clark Estates Inc. NY lessened its holdings in Haleon plc (NYSE:HLN – Free Report) by 7.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,650,000 shares of the company’s stock after selling 200,000 shares during the period. Haleon makes up approximately 3.7% of […]
SHEPHERDSTOWN — Hoxton Planning and Management Inc., a Shepherdstown-based wealth management firm, was a Platinum Sponsor for Potomac Valley Audubon Society’s “This Race is for the Birds!,” held on April
Choreo LLC increased its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 152.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,947 shares of the company’s stock after acquiring an additional 7,215 shares during the […]
Atria Wealth Solutions Inc. lifted its stake in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) by 31.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 157,616 shares of the company’s stock after purchasing an additional 37,580 […]
1900 Wealth Management LLC cut its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 62.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 44,839 shares of the company’s stock after selling 75,707 shares during the period. 1900 […]