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YHB Investment Advisors Inc. lessened its stake in shares of Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) by 4.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,868 shares of the company’s stock after selling 647 […]
Live Oak Private Wealth LLC boosted its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 2.1% in the first quarter, Holdings Channel reports. The firm owned 205,164 shares of the financial services provider’s stock after purchasing an additional 4,288 shares during the quarter. Wells Fargo & Company comprises about 1.6% of Live Oak […]
Smart Money Group LLC lessened its stake in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 11.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 188,912 shares of the company’s stock after selling 23,645 shares during the period. SPDR […]
WealthPlan Investment Management LLC reduced its stake in Wells Fargo & Company (NYSE:WFC) by 64.1% during the first quarter, HoldingsChannel reports. The firm owned 12,846 shares of the financial services provider’s stock after selling 22,921 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Wells Fargo & Company were worth $480,000 at the end […]
Wrapmanager Inc. boosted its stake in Wells Fargo & Company (NYSE:WFC) by 6.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,898 shares of the financial services provider’s stock after buying an additional 1,690 shares during the quarter. Wrapmanager Inc.’s holdings in […]