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Financial Perspectives Inc Makes New $28,000 Investment in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Financial Perspectives Inc bought a new position in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 286 shares of the company’s stock, valued at approximately $28,000. Several other hedge funds also recently […]

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Financial Perspectives Inc Invests $28,000 in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Financial Perspectives Inc purchased a new position in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 286 shares of the company’s stock, valued at approximately $28,000. Several other institutional investors […]

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Capital Investment Advisory Services LLC Lowers Stock Holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Capital Investment Advisory Services LLC reduced its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 29.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,739 shares of the company’s stock after selling 4,112 shares during the quarter. Capital Investment […]

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Imprint Wealth LLC Sells 622 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Imprint Wealth LLC reduced its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 13.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,068 shares of the information services provider’s stock after selling 622 shares during the period. Imprint Wealth LLC’s holdings in Alphabet were […]

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Imprint Wealth LLC Trims Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Imprint Wealth LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,524 shares of the financial services provider’s stock after selling 1,610 shares during the quarter. JPMorgan Chase & Co. […]

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Brendel Financial Advisors LLC Purchases New Shares in McDonald's Co. (NYSE:MCD)

Brendel Financial Advisors LLC Purchases New Shares in McDonald's Co. (NYSE:MCD)
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Foundry Partners LLC Sells 22,140 Shares of Freeport-McMoRan Inc. (NYSE:FCX)

Foundry Partners LLC trimmed its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 11.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 178,675 shares of the natural resource company’s stock after selling 22,140 shares during the […]

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Marietta Wealth Management LLC Sells 437 Shares of Johnson & Johnson (NYSE:JNJ)

Marietta Wealth Management LLC decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,412 shares of the company’s stock after selling 437 shares during the period. Marietta Wealth […]

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Sumitomo Mitsui DS Asset Management Company Ltd Increases Stake in Exxon Mobil Co. (NYSE:XOM)

Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 571,456 shares of the oil and gas company’s stock after acquiring an additional 1,058 […]

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Cetera Trust Company N.A Acquires New Shares in The Home Depot, Inc. (NYSE:HD)

Cetera Trust Company N.A bought a new stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 749 shares of the home improvement retailer’s stock, valued at approximately $260,000. Other large investors have […]

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