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Certified Advisory Corp Sells 39,436 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Certified Advisory Corp lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 90.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,164 shares of the healthcare conglomerate’s stock after selling 39,436 shares during the quarter. Certified Advisory […]

United-states
Erin-mcsweeney
Thomase-roos
Deutsche-bank-aktiengesellschaft
Unitedhealth-group-incorporated
Great-valley-advisor-group-inc
News-ratings-for-unitedhealth-group-daily
Unitedhealth-group-trading
Exchange-commission
Certified-advisory-corp
Rise-advisors
Optum-health

Wealth Dimensions Group Ltd. Acquires 82 Shares of Chevron Co. (NYSE:CVX)

Wealth Dimensions Group Ltd. lifted its stake in Chevron Co. (NYSE:CVX – Free Report) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,532 shares of the oil and gas company’s stock after acquiring an additional 82 shares during the […]

Canada
United-states
Enrique-hernandez-jr
Raymond-james
Alanak-knowles
Scotiabank
Wealth-management
Chevron-co
Octavia-wealth-advisors
Regent-peak-wealth-advisors
Exchange-commission
Chevron-corporation

Certified Advisory Corp Has $3.90 Million Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Certified Advisory Corp lowered its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 16.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 44,083 shares of the exchange traded fund’s stock after selling 8,770 shares during the quarter. Certified […]

Berkeley
California
United-states
Franklin-resources-inc
Creativeone-wealth
Exchange-commission
Certified-advisory-corp
Vanguard-group-inc
Lm-kohn-company
M-kohn-company
Berkeley-capital-partners

Visa Inc. (NYSE:V) Shares Sold by Certified Advisory Corp

Certified Advisory Corp lessened its stake in Visa Inc. (NYSE:V – Free Report) by 54.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,193 shares of the credit-card processor’s stock after selling 15,608 shares during the period. Certified Advisory Corp’s […]

Canada
United-states
Vvisit-holdingschannel
Ryan-mcinerney
Raymond-james
Pauld-fabara
Royal-bank
Certified-advisory-corp
Manufacturers-life-insurance-company
Barclays
Securities-exchange-commission
International-assets-investment-management

Certified Advisory Corp Sells 15,608 Shares of Visa Inc. (NYSE:V)

Certified Advisory Corp trimmed its position in Visa Inc. (NYSE:V – Free Report) by 54.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,193 shares of the credit-card processor’s stock after selling 15,608 shares during the quarter. Certified Advisory Corp’s holdings in Visa were […]

United-states
Lloyd-carney
Ryan-mcinerney
Raymond-james
Vvisit-holdingschannel
Altshuler-shaham-ltd
Exchange-commission
Visa-inc
Securities-exchange-commission
Delos-wealth-advisors
Certified-advisory-corp
Advantage-trust-co

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