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Madison Wealth Partners Inc Makes New $359,000 Investment in SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

Madison Wealth Partners Inc purchased a new stake in SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 6,843 shares of the exchange traded fund’s stock, valued at approximately $359,000. Other […]

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Prospect Financial Services LLC Takes $1.06 Million Position in The Boeing Company (NYSE:BA)

Prospect Financial Services LLC acquired a new stake in The Boeing Company (NYSE:BA – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 4,058 shares of the aircraft producer’s stock, valued at approximately $1,058,000. Boeing comprises about 1.1% of Prospect Financial Services […]

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PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by First County Bank CT

First County Bank CT lowered its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,525 shares of the company’s stock after selling 317 shares during the quarter. First County Bank CT’s holdings in PepsiCo […]

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Financial Network Wealth Advisors LLC Takes $317,000 Position in PepsiCo, Inc. (NASDAQ:PEP)

Financial Network Wealth Advisors LLC bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 1,868 shares of the company’s stock, valued at approximately $317,000. Other institutional investors and hedge funds […]

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Concentric Wealth Management LLC Has $496,000 Stock Holdings in U.S. Bancorp (NYSE:USB)

Concentric Wealth Management LLC raised its stake in U.S. Bancorp (NYSE:USB – Free Report) by 30.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,454 shares of the financial services provider’s stock after buying an additional 2,644 shares during the quarter. Concentric Wealth […]

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