Joseph P. Lucia & Associates LLC reduced its holdings in shares of Global X Lithium & Battery Tech ETF (NYSEARCA:LIT – Get Rating) by 9.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,961 shares of the company’s stock after selling 984 […]
Joseph P. Lucia & Associates LLC boosted its holdings in The Walt Disney Company (NYSE:DIS – Get Rating) by 9.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,156 shares of the entertainment giant’s stock after buying an additional 1,091 shares during the […]
Joseph P. Lucia & Associates LLC reduced its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 2.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 6,662 shares of the company’s stock after selling 135 shares during the quarter. Joseph P. Lucia & Associates LLC’s holdings in Vanguard Mid-Cap Value […]
Joseph P. Lucia & Associates LLC bought a new stake in shares of The Boeing Company (NYSE:BA – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 1,673 shares of the aircraft producer’s stock, valued at approximately $319,000. A number of other […]
Joseph P. Lucia & Associates LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 2.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 44,012 shares of the company’s stock after purchasing an additional 862 shares […]