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OneAscent Wealth Management LLC reduced its position in Archer-Daniels-Midland Company (NYSE:ADM – Get Rating) by 16.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,120 shares of the company’s stock after selling 600 shares during the quarter. OneAscent Wealth Management LLC’s holdings in […]
Transform Wealth LLC raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 56.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 278,422 shares of the network equipment provider’s stock after acquiring an additional 100,709 shares during […]
Transform Wealth LLC increased its position in The Boeing Company (NYSE:BA – Get Rating) by 5.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,333 shares of the aircraft producer’s stock after buying an additional 116 shares during the quarter. Transform Wealth […]
Transform Wealth LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 2.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,887 shares of the exchange traded fund’s stock after selling 184 shares during the […]
Transform Wealth LLC grew its position in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 28.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 28,086 shares of the retailer’s stock after purchasing an additional 6,158 shares during the period. Costco Wholesale […]