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Thrive Wealth Management LLC increased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,621 shares of the CRM provider’s stock after purchasing an additional […]
Mechanics Bank Trust Department reduced its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 0.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,743 shares of the company’s stock after selling 182 shares during the quarter. Mechanics […]
Hyperion Partners LLC boosted its holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 3.9% in the second quarter, Holdings Channel.com reports. The institutional investor owned 33,836 shares of the company’s stock after acquiring an additional 1,263 shares during the period. Vanguard Mid-Cap Growth ETF makes up 5.9% of Hyperion Partners LLC’s portfolio, […]
Kathmere Capital Management LLC lifted its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 12.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,090 shares of the company’s stock after buying an additional 658 […]
Avantax Planning Partners Inc. trimmed its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 1.6% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 583,991 shares of the company’s stock after selling 9,465 shares during the period. Vanguard Total International Stock ETF comprises about 1.3% of Avantax Planning […]