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AllGen Financial Advisors Inc Has $3 28 Million Stake in Accenture plc (NYSE:ACN)

AllGen Financial Advisors Inc Has $3 28 Million Stake in Accenture plc (NYSE:ACN)
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U S Capital Wealth Advisors LLC Sells 1,370 Shares of General Electric (NYSE:GE)

U.S. Capital Wealth Advisors LLC reduced its holdings in General Electric (NYSE:GE – Free Report) by 14.5% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,080 shares of the conglomerate’s stock after selling 1,370 shares during the quarter. U.S. Capital Wealth Advisors LLC’s […]

Merit Financial Group LLC Makes New Investment in Fiserv, Inc (NYSE:FI)

Merit Financial Group LLC Makes New Investment in Fiserv, Inc (NYSE:FI)
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Connecticut Wealth Management LLC Sells 4,794 Shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Connecticut Wealth Management LLC trimmed its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 41.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 6,674 shares of the company’s stock after selling 4,794 shares during the quarter. Connecticut Wealth Management […]

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Sold by TCI Wealth Advisors Inc

TCI Wealth Advisors Inc. lessened its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,053 shares of the company’s stock after selling 91 shares during the quarter. TCI Wealth […]

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