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Institute for Wealth Management LLC. trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,130 shares of the company’s stock after selling 65 shares during […]
Wealth Effects LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 8.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 32,350 shares of the financial services provider’s stock after purchasing an additional 2,478 shares during the […]
Wealth Effects LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 10,393 shares of the company’s stock after purchasing an additional 377 shares during the quarter. Wealth Effects LLC’s holdings in Johnson & Johnson were worth $1,629,000 as […]
Peterson Wealth Services acquired a new stake in Trane Technologies plc (NYSE:TT – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 1,605 shares of the company’s stock, valued at approximately $391,000. Other institutional investors also recently made changes to their positions in the company. Wellington Management Group LLP raised its […]
Wealth Effects LLC lowered its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 891 shares of the exchange traded fund’s stock after selling 21 shares during the quarter. Wealth […]