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U S Capital Wealth Advisors LLC Grows Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

U.S. Capital Wealth Advisors LLC boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 45.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 91,081 shares of the company’s stock after purchasing an […]

Stokes Family Office LLC Cuts Holdings in Eli Lilly and Company (NYSE:LLY)

Stokes Family Office LLC Cuts Holdings in Eli Lilly and Company (NYSE:LLY)
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Montis Financial LLC Invests $300,000 in Honeywell International Inc (NASDAQ:HON)

Montis Financial LLC bought a new stake in Honeywell International Inc. (NASDAQ:HON – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 1,431 shares of the conglomerate’s stock, valued at approximately $300,000. Other institutional investors and hedge funds have […]

Montis Financial LLC Purchases New Shares in Meta Platforms, Inc (NASDAQ:META)

Montis Financial LLC bought a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 590 shares of the social networking company’s stock, valued at approximately $209,000. Other institutional investors have also made changes […]

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