FRG Family Wealth Advisors LLC purchased a new stake in shares of Okta, Inc. (NASDAQ:OKTA – Get Rating) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,900 shares of the company’s stock, valued at approximately $250,000. Other hedge funds and other institutional investors […]
FRG Family Wealth Advisors LLC lessened its holdings in shares of Diageo plc (NYSE:DEO – Get Rating) by 1.0% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,175 shares of the company’s stock after selling 60 shares during the quarter. FRG Family Wealth […]
FRG Family Wealth Advisors LLC lessened its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 3.7% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,548 shares of the medical research company’s stock after selling 400 shares […]
FRG Family Wealth Advisors LLC trimmed its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Get Rating) by 27.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,145 shares of the exchange traded fund’s stock after selling 1,200 shares during the period. […]
FRG Family Wealth Advisors LLC cut its holdings in The Boeing Company (NYSE:BA – Get Rating) by 1.0% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 143,347 shares of the aircraft producer’s stock after selling 1,393 shares during the period. Boeing comprises approximately 7.0% […]