CarsonAllaria Wealth Management Ltd. lessened its stake in Phillips 66 (NYSE:PSX – Free Report) by 44.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 579 shares of the oil and gas company’s stock after selling 456 shares during the period. CarsonAllaria Wealth […]
CarsonAllaria Wealth Management Ltd. raised its holdings in GSK plc (NYSE:GSK – Free Report) by 341.1% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 7,115 shares of the pharmaceutical company’s stock after acquiring an additional 5,502 shares during the quarter. CarsonAllaria Wealth Management Ltd.’s holdings in GSK were worth $258,000 as of […]
CarsonAllaria Wealth Management Ltd. Boosts Holdings in Edison International (NYSE:EIX) 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.
CarsonAllaria Wealth Management Ltd. lifted its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 4.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 246,177 shares of the company’s stock after buying an additional 9,641 shares during the period. […]
CarsonAllaria Wealth Management Ltd. lifted its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 0.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,829 shares of the company’s stock after buying an additional 286 shares during the period. […]