Concentric Wealth Management LLC grew its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 13.5% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 72,349 shares of the exchange traded fund’s stock after buying an additional 8,585 shares during the period. Vanguard Real […]
Concentric Wealth Management LLC lessened its holdings in shares of FedEx Co. (NYSE:FDX – Free Report) by 0.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,178 shares of the shipping service provider’s stock after selling 45 shares during the period. FedEx […]
Concentric Wealth Management LLC increased its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.9% during the 4th quarter, HoldingsChannel reports. The fund owned 155,266 shares of the company’s stock after acquiring an additional 7,240 shares during the quarter. iShares Core MSCI EAFE ETF comprises approximately 3.2% of Concentric Wealth Management […]
Concentric Wealth Management LLC increased its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 0.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,620 shares of the investment management company’s stock after buying an additional 52 shares during the quarter. Concentric Wealth Management LLC’s holdings in The […]
Concentric Wealth Management LLC lifted its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 1.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 63,240 shares of the bank’s stock after buying […]