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Exeter Financial LLC Grows Stock Holdings in Emerson Electric Co (NYSE:EMR)

Exeter Financial LLC Grows Stock Holdings in Emerson Electric Co (NYSE:EMR)
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Cypress Point Wealth Management LLC Has $3 01 Million Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Cypress Point Wealth Management LLC lowered its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 15.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 90,468 shares of the company’s stock after selling 16,189 shares during the quarter. […]

International Business Machines Co (NYSE:IBM) Shares Bought by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC lifted its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 87.4% in the fourth quarter, Holdings Channel reports. The firm owned 13,219 shares of the technology company’s stock after buying an additional 6,166 shares during the period. Kingswood Wealth Advisors LLC’s holdings in International Business Machines […]

Phillips 66 (NYSE:PSX) Shares Sold by Exeter Financial LLC

Exeter Financial LLC decreased its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 7.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,650 shares of the oil and gas company’s stock after selling 875 shares during the quarter. Exeter Financial LLC’s […]

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