IVC Wealth Advisors LLC grew its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Get Rating) by 9.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,938 shares of the company’s stock after purchasing an additional 1,285 […]
IVC Wealth Advisors LLC boosted its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 773 shares of the investment management company’s stock after acquiring an additional 44 […]
IVC Wealth Advisors LLC cut its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 13.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,044 shares of the technology company’s stock after selling 1,696 shares during the period. IVC Wealth Advisors […]
IVC Wealth Advisors LLC lessened its position in Truist Financial Co. (NYSE:TFC – Get Rating) by 0.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 48,211 shares of the insurance provider’s stock after selling 327 shares during the period. Truist Financial […]
IVC Wealth Advisors LLC lifted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 6.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,764 shares of the company’s stock after purchasing an additional 410 shares during the quarter. […]