Schechter Investment Advisors LLC Grows Stock Position in iShares Floating Rate Bond ETF (BATS:FLOT) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.
Schechter Investment Advisors LLC lifted its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 86,014 shares of the company’s stock after buying an additional 2,858 shares during the […]
Sendero Wealth Management LLC reduced its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 9.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,981 shares of the CRM provider’s stock after selling 1,583 shares during the quarter. Salesforce makes up 0.8% of Sendero […]
Atwood & Palmer Inc. purchased a new stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 8,270 shares of the company’s stock, valued at approximately $400,000. Several other institutional investors and hedge […]
HB Wealth Management LLC trimmed its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 8.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,763 shares of the CRM provider’s stock after selling 1,279 shares during […]