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Verity Asset Management Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 17.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 176,275 shares of the company’s stock after purchasing an additional 25,822 shares during the period. JPMorgan Equity Premium […]
Fortis Capital Advisors LLC trimmed its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,658 shares of the exchange traded fund’s stock after selling 219 shares during […]
Marks Wealth LLC cut its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 0.6% during the second quarter, HoldingsChannel.com reports. The fund owned 71,134 shares of the company’s stock after selling 400 shares during the quarter. iShares Short Treasury Bond ETF makes up approximately 8.1% of Marks Wealth LLC’s […]
Marks Wealth LLC decreased its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 0.6% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 71,134 shares of the company’s stock after selling 400 shares during the period. iShares Short Treasury Bond […]
Marks Wealth LLC bought a new stake in Prosperity Bancshares, Inc. (NYSE:PB – Get Rating) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 3,180 shares of the bank’s stock, valued at approximately $231,000. Prosperity Bancshares comprises 1.0% of Marks Wealth LLC’s holdings, making the stock its 9th […]