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Guidance Point Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.4% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 10,945 shares of the company’s stock after buying an additional 944 shares during the quarter. Guidance Point Advisors […]
Unique Wealth LLC raised its position in shares of Accenture plc (NYSE:ACN – Free Report) by 11.8% during the first quarter, HoldingsChannel reports. The firm owned 2,685 shares of the information technology services provider’s stock after purchasing an additional 284 shares during the period. Accenture makes up approximately 0.4% of Unique Wealth LLC’s holdings, making […]
Unique Wealth LLC reduced its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 66.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,358 shares of the company’s stock after selling 16,219 shares during the quarter. iShares Core MSCI EAFE […]
McLean Asset Management Corp decreased its stake in shares of Danaher Co. (NYSE:DHR – Get Rating) by 8.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 859 shares of the conglomerate’s stock after selling 76 shares during the period. McLean Asset Management Corp’s holdings […]
Thrive Wealth Management LLC increased its holdings in Danaher Co. (NYSE:DHR – Get Rating) by 14.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,453 shares of the conglomerate’s stock after acquiring an additional 705 shares during the quarter. Thrive Wealth Management LLC’s […]