Sigma Planning Corp decreased its holdings in Visa Inc. (NYSE:V – Free Report) by 60.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 16,925 shares of the credit-card processor’s stock after selling 25,580 shares during the quarter. Sigma Planning Corp’s holdings in Visa […]
SlateStone Wealth LLC boosted its stake in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 56.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 12,570 shares of the company’s stock after purchasing an additional 4,510 shares during the period. SlateStone Wealth LLC’s holdings […]
Significant Wealth Partners LLC bought a new position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 9,461 shares of the company’s stock, valued at approximately $449,000. Other large investors also recently modified […]
Obsidian Personal Planning Solutions LLC lifted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 18.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,104 shares of the credit-card processor’s stock after acquiring an additional 325 shares during […]
Sage Mountain Advisors LLC reduced its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 18,117 shares of the company’s stock after selling 112 shares during the period. Sage Mountain Advisors LLC’s holdings in Vanguard Value ETF were worth $2,709,000 as […]