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Phillips Wealth Planners LLC trimmed its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,661 shares of the information services provider’s stock after selling 198 shares during the quarter. Phillips Wealth Planners LLC’s holdings […]
Roundview Capital LLC boosted its position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 11.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,391 shares of the exchange traded fund’s stock after buying an additional 1,516 shares during […]
StoneX Group Inc. trimmed its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 7.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,239 shares of the company’s stock after selling 840 shares during […]
NYL Investors LLC grew its stake in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 43.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,800 shares of the company’s stock after acquiring an additional 28,000 shares during the period. iShares […]
Catalytic Wealth RIA LLC purchased a new position in SAP SE (NYSE:SAP – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,642 shares of the software maker’s stock, valued at approximately $872,000. Other large investors have also recently made changes […]