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3,110 Shares in Chevron Co. (NYSE:CVX) Acquired by Sunpointe LLC

Sunpointe LLC acquired a new position in Chevron Co. (NYSE:CVX – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,110 shares of the oil and gas company’s stock, valued at approximately $464,000. Other institutional investors also recently modified their holdings […]

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Raymond-james
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Gold-investment-management-ltd
Wealth-advisors
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Chevron-co
Chevron
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3,110 Shares in Chevron Co. (NYSE:CVX) Acquired by Sunpointe LLC

Sunpointe LLC acquired a new position in Chevron Co. (NYSE:CVX – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,110 shares of the oil and gas company’s stock, valued at approximately $464,000. Other institutional investors also recently modified their holdings […]

United-states
Raymond-james
Enrique-hernandez-jr
Jeffb-gustavson
Gold-investment-management-ltd
Wealth-advisors
Chevron-co
Chevron-company-profile
Chevron-corporation
Bare-financial-services-inc
Barclays
Frank-rimerman-advisors

3,150 Shares in American Tower Co. (NYSE:AMT) Acquired by Prospect Financial Services LLC

Prospect Financial Services LLC bought a new stake in American Tower Co. (NYSE:AMT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,150 shares of the real estate investment trust’s stock, valued at approximately $680,000. American Tower […]

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American
Sanjay-goel
Raymond-james
Robertd-hormats
Prospect-financial-services
Wealth-management-group
Securities-exchange-commission
Gold-investment-management-ltd
American-tower-co
Valley-national-advisers-inc
Barclays

Concentric Wealth Management LLC Grows Position in AvalonBay Communities, Inc. (NYSE:AVB)

Concentric Wealth Management LLC boosted its holdings in shares of AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 5.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,859 shares of the real estate investment trust’s stock after acquiring […]

Avalonbay
California
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Colorado
Florida
Raleigh
North-carolina
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Texas
Charlotte
Dallas
Denver

Concentric Wealth Management LLC Has $3.55 Million Stake in Public Storage (NYSE:PSA)

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 […]

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Nathaniela-vitan
Raymond-james
Wealth-concepts
Gold-investment-management-ltd
Shurgard-self-storage-limited-euronext-brussels
Barclays
Concentric-wealth-management
Ellsworth-advisors
Public-storage-company-profile
Manufacturers-life-insurance-company
Wells-fargo-company

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