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Avantax Planning Partners Inc. decreased its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 3.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,711 shares of the exchange traded fund’s stock after selling 384 shares […]
Financial Management Network Inc. raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 21.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 533 shares of the healthcare conglomerate’s stock after acquiring an additional 94 shares during the period. […]
Wealth Architects LLC lessened its holdings in Visa Inc. (NYSE:V – Get Rating) by 3.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,150 shares of the credit-card processor’s stock after selling 126 shares during the quarter. Wealth Architects LLC’s holdings in Visa were worth $655,000 as of its most recent SEC filing. […]
Financial Management Network Inc. increased its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 1.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,460 shares of the information services provider’s stock after purchasing an additional 200 […]
Financial Management Network Inc. lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 80.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,530 shares of the company’s stock after selling 6,457 shares during the […]