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TPB Wealth Advisors trimmed its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 4.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,341 shares of the financial services provider’s stock after selling 334 shares during […]
Prostatis Group LLC lowered its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 94.1% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 7,037 shares of the company’s stock after selling 113,185 shares during the period. Prostatis Group LLC’s holdings in Vanguard Value ETF […]
EP Wealth Advisors LLC acquired a new stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 32,087 shares of the company’s stock, valued at approximately $12,067,000. EP Wealth Advisors LLC owned approximately […]
Prostatis Group LLC lowered its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 2.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 7,734 shares of the oil and gas company’s stock after selling 168 shares during the period. Prostatis Group LLC’s holdings in Chevron […]
Prostatis Group LLC raised its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,952 shares of the oil and gas company’s stock after acquiring an additional 267 shares […]