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Laurel Wealth Advisors LLC Has $3.71 Million Position in Chevron Co. (NYSE:CVX)

Laurel Wealth Advisors LLC lowered its position in Chevron Co. (NYSE:CVX – Free Report) by 0.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,896 shares of the oil and gas company’s stock after selling 94 shares during the quarter. Laurel Wealth Advisors […]

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Citizens Financial Group Inc. RI Raises Stake in Vanguard Information Technology ETF (NYSEARCA:VGT)

Citizens Financial Group Inc. RI boosted its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 4.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 2,804 shares of the exchange traded fund’s stock after purchasing an additional 113 shares during the period. […]

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Conservest Capital Advisors Inc. Sells 9,768 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Conservest Capital Advisors Inc. decreased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 13.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 63,245 shares of the company’s stock after selling 9,768 shares during the quarter. iShares Russell Mid-Cap ETF makes up approximately 0.5% of Conservest Capital […]

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Callan Capital LLC Cuts Stake in Vanguard Information Technology ETF (NYSEARCA:VGT)

Callan Capital LLC lowered its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 6.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 36,840 shares of the exchange traded fund’s stock after selling 2,521 shares during the period. Vanguard […]

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Octavia Wealth Advisors LLC Sells 2,255 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Octavia Wealth Advisors LLC cut its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 109,600 shares of the information services provider’s stock after selling 2,255 shares during the period. Alphabet makes […]

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Private Management Group Inc. Boosts Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Private Management Group Inc. grew its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,154 shares of the company’s stock after buying an additional 194 shares during the […]

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Signaturefd LLC Boosts Stock Position in Vanguard Information Technology ETF (NYSEARCA:VGT)

Signaturefd LLC lifted its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 19.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,661 shares of the exchange traded fund’s stock after buying an additional 265 shares […]

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Vanguard Information Technology ETF (NYSEARCA:VGT) Position Boosted by PDS Planning Inc

PDS Planning Inc lifted its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 8.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,209 shares of the exchange traded fund’s stock after purchasing an additional 90 shares during the period. PDS […]

United-states , Octavia-wealth-advisors , News-ratings-for-vanguard-information-technology , Vanguard-information-technology , Grey-fox-wealth-advisors , Pds-planning-inc , Msci-us-investable-market-information-technology , Garrison-asset-management , Planning-inc , Financial-counselors-inc , Salem-investment-counselors-inc

National Wealth Management Group LLC Invests $261,000 in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

National Wealth Management Group LLC purchased a new stake in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 10,559 shares of the company’s stock, valued at approximately $261,000. Other […]

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Socha Financial Group LLC Trims Stock Position in Chevron Co. (NYSE:CVX)

Socha Financial Group LLC lessened its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 13.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,964 shares of the oil and gas company’s stock after selling 315 shares during the quarter. Chevron […]

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