Avantax Planning Partners Inc. raised its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 8.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,207 shares of the company’s stock after purchasing an additional 802 shares during […]
Perennial Investment Advisors LLC grew its stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Get Rating) by 14.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,058 shares of the network technology company’s stock after acquiring an additional 382 shares during the quarter. […]
Perennial Investment Advisors LLC grew its stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Get Rating) by 26.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 34,346 shares of the company’s stock after purchasing an additional 7,175 shares during the quarter. Perennial Investment Advisors LLC’s holdings in SoFi Technologies were worth $158,000 at the […]
Mitchell & Pahl Private Wealth LLC lifted its position in shares of General Dynamics Co. (NYSE:GD – Get Rating) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,239 shares of the aerospace company’s stock after acquiring an additional 69 […]
FDx Advisors Inc. lowered its position in shares of iShares Gold Trust (NYSEARCA:IAU – Get Rating) by 24.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 322,388 shares of the exchange traded fund’s stock after selling 103,619 shares during the quarter. FDx […]