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Achmea Investment Management B.V. raised its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 24.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 106,106 shares of the home improvement retailer’s stock after buying an additional 20,664 […]
FirstPurpose Wealth LLC lessened its stake in shares of American Express (NYSE:AXP) by 3.5% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 3,019 shares of the payment services company’s stock after selling 110 shares during the quarter. FirstPurpose Wealth LLC’s holdings in American Express were worth $526,000 at the end of the most […]
FirstPurpose Wealth LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 43.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,411 shares of the company’s stock after buying an additional 7,347 shares […]
FirstPurpose Wealth LLC lowered its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.9% during the 2nd quarter, Holdings Channel reports. The fund owned 11,534 shares of the company’s stock after selling 350 shares during the period. FirstPurpose Wealth LLC’s holdings in Schwab International Equity ETF were worth $411,000 as […]
Beacon Investment Advisory Services Inc. trimmed its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 1.4% in the second quarter, Holdings Channel reports. The institutional investor owned 44,308 shares of the utilities provider’s stock after selling 625 shares during the period. Beacon Investment Advisory Services Inc.’s holdings in Duke Energy were worth $3,976,000 […]