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Consolidated Planning Corp Sells 2,210 Shares of The Procter & Gamble Company (NYSE:PG)

Consolidated Planning Corp Sells 2,210 Shares of The Procter & Gamble Company (NYSE:PG)
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Canada , Fatima-francisco , Procter-gamble , Royal-bank , Wells-fargo-company , Morton-brown-family-wealth , Criterion-capital-advisors , Procter-gamble-company-profile , Goldman-sachs-group , Securities-exchange-commission , Mendota-financial-group , Wyrmwood-management

Consolidated Planning Corp Trims Stock Position in The Procter & Gamble Company (NYSE:PG)

Consolidated Planning Corp Trims Stock Position in The Procter & Gamble Company (NYSE:PG)
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Canada , Ceor-alexandra-keith , Stifel-nicolaus , Herold-advisors-inc , Securities-exchange-commission , Ew-advisory-services , Procter-gamble , Royal-bank , Charles-schwab-investment-management-inc , Health-care , Planning-corp , Jpmorgan-chase-co

Caterpillar Inc. (NYSE:CAT) Shares Sold by Transcend Capital Advisors LLC

Caterpillar Inc. (NYSE:CAT) Shares Sold by Transcend Capital Advisors LLC
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Anthonyd-fassino , Transcend-capital-advisors , Intact-investment-management-inc , Jpmorgan-chase-co , Gilliland-jeter-wealth-management , Planning-corp , Caterpillar-inc , Its-construction-industries , Goldman-sachs-group , Securities-exchange-commission , Caterpillar

Marathon Petroleum Co. (NYSE:MPC) Shares Sold by Retirement Systems of Alabama

Marathon Petroleum Co. (NYSE:MPC) Shares Sold by Retirement Systems of Alabama
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Mogy Joel R Investment Counsel Inc. Lowers Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Mogy Joel R Investment Counsel Inc. lessened its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 9.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,555 shares of the company’s stock after selling 450 shares during the quarter. Mogy Joel R Investment Counsel Inc.’s holdings in Vanguard Mid-Cap ETF were worth […]

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Unique Wealth Strategies LLC Takes Position in Meta Platforms, Inc. (NASDAQ:META)

Unique Wealth Strategies LLC bought a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 10,234 shares of the social networking company’s stock, valued at approximately $3,622,000. Meta Platforms comprises […]

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Unique Wealth Strategies LLC Acquires New Shares in Medtronic plc (NYSE:MDT)

Unique Wealth Strategies LLC Acquires New Shares in Medtronic plc (NYSE:MDT)
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Canada , Michael-marinaro , Sean-salmon , Securities-exchange-commission , Wealth-partners , Russell-investments-group-ltd , Wealth-strategies , Planning-corp , Medtronic , Alexander-randolph-advisory-inc , Royal-bank , Alliance-wealth-advisors

Cohen & Steers Total Return Realty Fund, Inc. (NYSE:RFI) Stock Position Lowered by Sigma Planning Corp

Sigma Planning Corp lessened its position in Cohen & Steers Total Return Realty Fund, Inc. (NYSE:RFI – Free Report) by 56.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 25,001 shares of the real estate investment trust’s stock after selling 31,787 shares during […]

United-states , Advisor-group , Johnson-midwest-financial , Raymond-james-associates , Cohen-steers-inc , Cohen-steers-total-return-realty-fund-trading , Cohen-steers-total-return-realty-fund , Sigma-planning-corp , Wolverine-asset-management , Cohen-steers-total-return-realty-fund-inc , Cohen-steers-capital-management-inc-it

Sigma Planning Corp Trims Stock Holdings in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)

Sigma Planning Corp lowered its holdings in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 71.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,152 shares of the company’s stock after selling 23,279 shares during the period. Sigma Planning Corp’s […]

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Sigma Planning Corp Sells 461 Shares of Elevance Health, Inc. (NYSE:ELV)

Sigma Planning Corp decreased its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 41.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 659 shares of the company’s stock after selling 461 shares during the quarter. Sigma Planning Corp’s holdings […]

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