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Appleton Group LLC Takes Position in CVS Health Co (NYSE:CVS)

Appleton Group LLC acquired a new stake in CVS Health Co. (NYSE:CVS – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 3,618 shares of the pharmacy operator’s stock, valued at approximately $250,000. A number of other hedge funds and other institutional investors also […]

Appleton Group LLC Makes New $437,000 Investment in Netflix, Inc (NASDAQ:NFLX)

Appleton Group LLC acquired a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 993 shares of the Internet television network’s stock, valued at approximately $437,000. Netflix comprises about 0.6% of Appleton Group […]

Appleton Group LLC Invests $257,000 in Pfizer Inc (NYSE:PFE)

Appleton Group LLC acquired a new position in Pfizer Inc. (NYSE:PFE – Free Report) in the 2nd quarter, Holdings Channel reports. The firm acquired 7,015 shares of the biopharmaceutical company’s stock, valued at approximately $257,000. Pfizer comprises approximately 0.4% of Appleton Group LLC’s holdings, making the stock its 29th biggest holding. Several other large investors […]

AlphaStar Capital Management LLC Buys 163,649 Shares of Schwab U S Aggregate Bond ETF (NYSEARCA:SCHZ)

AlphaStar Capital Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 19.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 991,913 shares of the company’s stock after acquiring an additional 163,649 shares during […]

SP Asset Management LLC Has $704,000 Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

SP Asset Management LLC reduced its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 28.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,695 shares of the company’s stock after selling 3,910 shares during the period. SP Asset Management LLC’s […]

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