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Wealth Effects LLC bought a new position in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 10,300 shares of the company’s stock, valued at approximately $102,000. Several other institutional investors have also added to or reduced their […]
Wealth Effects LLC bought a new stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 2,430 shares of the exchange traded fund’s stock, valued at approximately $298,000. A number of other […]
Wealth Effects LLC bought a new stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,430 shares of the exchange traded fund’s stock, valued at approximately $298,000. A number of […]
Wealth Effects LLC lowered its holdings in shares of Global Partners LP (NYSE:GLP – Free Report) by 7.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 9,765 shares of the energy company’s stock after selling 745 shares during the period. Wealth Effects LLC’s holdings […]
Wealth Effects LLC purchased a new stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,490 shares of the company’s stock, valued at approximately $216,000. Several other institutional investors and hedge funds […]