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Mark Sheptoff Financial Planning LLC Increases Position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Mark Sheptoff Financial Planning LLC lifted its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 800.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 450 shares of the company’s stock after purchasing an additional 400 shares during the period. Mark Sheptoff Financial Planning LLC’s holdings in Invesco S&P […]

TCW Group Inc Cuts Position in DexCom, Inc (NASDAQ:DXCM)

TCW Group Inc. decreased its position in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 10.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 846,662 shares of the medical device company’s stock after selling 99,171 shares during the quarter. DexCom accounts for […]

Hohimer Wealth Management LLC Boosts Stock Holdings in Vanguard Growth ETF (NYSEARCA:VUG)

Hohimer Wealth Management LLC lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 31,623 shares of the company’s stock after acquiring an additional 2,007 shares during the period. […]

Mark Sheptoff Financial Planning LLC Has $1 83 Million Stock Holdings in The Coca-Cola Company (NYSE:KO)

Mark Sheptoff Financial Planning LLC lowered its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 31,006 shares of the company’s stock after selling 1,700 shares during the quarter. Coca-Cola accounts for […]

Mark Sheptoff Financial Planning LLC Has $411,000 Holdings in Invesco QQQ (NASDAQ:QQQ)

Mark Sheptoff Financial Planning LLC increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 53.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,003 shares of the exchange traded fund’s stock after purchasing an additional 349 shares during the quarter. […]

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