Concentric Wealth Management LLC boosted its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 68,069 shares of the enterprise software provider’s stock after acquiring an additional 1,842 shares during […]
Concentric Wealth Management LLC cut its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 6.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,770 shares of the company’s stock after selling 530 shares during the period. […]
Concentric Wealth Management LLC increased its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 2.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 68,069 shares of the enterprise software provider’s stock after purchasing an additional 1,842 shares during the period. Oracle […]
Concentric Wealth Management LLC grew its stake in shares of Public Storage (NYSE:PSA – Free Report) by 7.0% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 11,649 shares of the real estate investment trust’s stock after buying an additional 757 shares during the period. Concentric Wealth Management […]
Concentric Wealth Management LLC lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.3% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 6,847 shares of the company’s stock after selling 788 shares during the period. Concentric Wealth Management LLC’s holdings in Vanguard […]