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Perfromance Wealth Partners LLC Cuts Stock Position in JPMorgan Chase & Co (NYSE:JPM)

Perfromance Wealth Partners LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.1% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 101,859 shares of the financial services provider’s stock after selling 6,603 shares during the quarter. JPMorgan Chase […]

iShares Core U S REIT ETF (NYSEARCA:USRT) Shares Acquired by Procyon Advisors LLC

Procyon Advisors LLC grew its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 12.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,813 shares of the company’s stock after purchasing an additional 13,386 shares during the period. […]

Steph & Co Sells 449 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Steph & Co. decreased its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 8.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,898 shares of the company’s stock after selling 449 shares during the period. Vanguard […]

SeaCrest Wealth Management LLC Sells 628 Shares of General Electric (NYSE:GE)

SeaCrest Wealth Management LLC decreased its holdings in General Electric (NYSE:GE – Free Report) by 2.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 23,646 shares of the conglomerate’s stock after selling 628 shares during the period. SeaCrest Wealth Management LLC’s holdings in General […]

Romano Brothers AND Company Buys Shares of 5,855 Pacer US Cash Cows 100 ETF (BATS:COWZ)

Romano Brothers AND Company bought a new position in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) during the second quarter, HoldingsChannel reports. The fund bought 5,855 shares of the company’s stock, valued at approximately $280,000. Several other institutional investors also recently modified their holdings of the stock. IAG Wealth Partners […]

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