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CreativeOne Wealth LLC Acquires 389 Shares of Intuit Inc (NASDAQ:INTU)

CreativeOne Wealth LLC lifted its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 7.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,513 shares of the software maker’s stock after acquiring an additional 389 shares during the quarter. CreativeOne Wealth LLC’s holdings […]

CreativeOne Wealth LLC Has $6 17 Million Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

CreativeOne Wealth LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 11,725 shares of the healthcare conglomerate’s stock after acquiring an additional 358 shares during the quarter. CreativeOne Wealth […]

Assetmark Inc Purchases 246,499 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Assetmark Inc. grew its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 20.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,427,987 shares of the company’s stock after acquiring an additional 246,499 shares during the period. Assetmark Inc. owned 0.22% of Schwab US Large-Cap […]

Trillium Asset Management LLC Raises Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Trillium Asset Management LLC raised its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 55.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 40,122 shares of the healthcare conglomerate’s stock after acquiring an additional 14,378 shares during the quarter. […]

Comcast Co (NASDAQ:CMCSA) Shares Sold by Brown Advisory Inc

Brown Advisory Inc. lessened its stake in Comcast Co. (NASDAQ:CMCSA – Free Report) by 1.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 2,417,596 shares of the cable giant’s stock after selling 42,291 shares during the period. Brown Advisory Inc. owned about 0.06% of Comcast worth $106,012,000 […]

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