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Concentric Wealth Management LLC Has $2.36 Million Position in Medtronic plc (NYSE:MDT)

Concentric Wealth Management LLC increased its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,693 shares of the medical technology company’s stock after purchasing an additional 2,280 shares […]

Canada
Michael-marinaro
Geoffrey-martha
Goldman-sachs-group
Needham-company
Europe-london
Concentric-wealth-management
First-financial-bankshares-inc
Exchange-commission
Jacobi-capital-management
Nebula-research-development
Royal-bank

Coastwise Capital Group LLC Buys 485 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Coastwise Capital Group LLC grew its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,223 shares of the network equipment provider’s stock after buying an additional 485 shares during […]

China
Japan
Hyman-charles
Asia-pacific
Charles-robbins
Deborahl-stahlkopf
Madrona-financial-services
Cisco-systems-inc
Deutsche-bank-aktiengesellschaft
Coastwise-capital-group
Exchange-commission
Citigroup

Schwab US Small-Cap ETF (NYSEARCA:SCHA) Stock Holdings Trimmed by Coastwise Capital Group LLC

Coastwise Capital Group LLC lowered its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 4.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,571 shares of the company’s stock after selling 983 shares during the period. […]

Dow-jones
Coastwise-capital-group
Exencial-wealth-advisors
Sei-investments-co
Company-profile
Regal-investment-advisors
Exchange-commission
Free-report
Capital-group
Investment-advisors
Wealth-advisors
Cap-total-stock-market

Bristol-Myers Squibb (NYSE:BMY) Shares Sold by Coastwise Capital Group LLC

Coastwise Capital Group LLC trimmed its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 29.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,104 shares of the biopharmaceutical company’s stock after selling 6,668 shares during the quarter. Coastwise Capital Group LLC’s holdings […]

Philadelphia
Pennsylvania
United-states
William-blair
Societe-generale
Pomalyst-imnovid
Bristol-myers-squibb
Longfellow-investment-management-co
Barclays
Exchange-commission
Pzena-investment-management
Nichols-pratt-advisers

Coastwise Capital Group LLC Acquires 297 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Coastwise Capital Group LLC grew its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 17,056 shares of the company’s stock after acquiring an additional 297 shares during the quarter. Coastwise […]

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Valley-national-advisers-inc
Traverso-chambers-private-wealth-management
Company-profile
Schwab-international-equity
Foster-motley-inc
Nicholas-hoffman-company

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