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TFO Wealth Partners LLC boosted its position in shares of American Express (NYSE:AXP) by 1,052.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,120 shares of the payment services company’s stock after acquiring an additional 1,936 shares during the period. TFO Wealth […] ....
Invictus Private Wealth LLC boosted its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 373,062 shares of the company’s stock after buying an additional 5,779 shares […] ....
Olistico Wealth LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,252 shares of the information services provider’s stock after purchasing an additional 257 shares during the period. Alphabet […] ....
WorthPointe LLC bought a new stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 712 shares of the company’s stock, valued at approximately $221,000. A number of other hedge […] ....
1,747 Shares in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Acquired by Olistico Wealth LLC modernreaders.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from modernreaders.com Daily Mail and Mail on Sunday newspapers.