Stay updated with breaking news from Transform Wealth. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Transform Wealth LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 29.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 207,588 shares of the company’s stock after acquiring an additional 46,699 shares during […]
Transform Wealth LLC increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 3.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,027 shares of the software company’s stock after purchasing an additional 787 shares during the period. Transform […]
Avaii Wealth Management LLC purchased a new stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Get Rating) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 10,251 shares of the company’s stock, valued at approximately $232,000. Avaii Wealth Management […]
Heritage Wealth Management LLC raised its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) by 100.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,190 shares of the medical equipment provider’s stock after purchasing an […]
Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) – Equities researchers at Zacks Research increased their FY2023 earnings per share estimates for shares of Intuitive Surgical in a report released on Tuesday, May 30th. Zacks Research analyst D. Dey now expects that the medical equipment provider will earn $4.27 per share for the year, up from […]