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Concentric Wealth Management LLC trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 0.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,028 shares of the credit-card processor’s stock after selling 209 shares during the quarter. Visa comprises 2.3% […] ....
Concentric Wealth Management LLC cut its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 6.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,770 shares of the company’s stock after selling 530 shares during the period. […] ....
New England Asset Management Inc. lowered its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 7.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 50,390 shares of the company’s stock after selling 4,283 shares during the period. Procter & […] ....
Continuum Advisory LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 34,987 shares of the exchange traded fund’s stock after selling 2,072 shares during the quarter. Continuum Advisory […] ....
Visionary Wealth Advisors lowered its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 329,770 shares of the company’s stock after selling 3,131 shares during the quarter. Dimensional […] ....