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Balboa Wealth Partners lessened its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 8.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,396 shares of the company’s stock after selling 645 shares during the period. Balboa Wealth Partners’ holdings in […]
Concord Wealth Partners raised its stake in Dominion Energy, Inc. (NYSE:D – Free Report) by 90.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,843 shares of the utilities provider’s stock after acquiring an additional 2,295 shares during the period. Concord […]
Concord Wealth Partners cut its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 6.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,326 shares of the exchange traded fund’s stock after selling 150 shares during the quarter. Concord Wealth […]
Concord Wealth Partners lifted its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 2,760.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,287 shares of the financial services provider’s stock after purchasing an additional 1,242 shares during the period. Concord Wealth Partners’ holdings […]
Concord Wealth Partners lessened its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 3.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,587 shares of the company’s stock after selling 274 shares during the period. Concord Wealth […]