Parkside Investments LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 18.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,524 shares of the exchange traded fund’s stock after selling 1,275 shares during […]
Legacy Private Trust Co. raised its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 13.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,756 shares of the software company’s stock after acquiring an additional 699 shares during the […]
Sterling Group Wealth Management LLC grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 9.4% during the 1st quarter, HoldingsChannel reports. The fund owned 2,571 shares of the company’s stock after acquiring an additional 220 shares during the quarter. PepsiCo makes up 0.4% of Sterling Group Wealth Management LLC’s investment portfolio, […]
Lifestyle Asset Management Inc. grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 17.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,010 shares of the utilities provider’s stock after acquiring an additional 457 shares during the quarter. […]
Moneywise Inc. increased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 10.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 7,597 shares of the company’s stock after acquiring an additional 699 shares during the period. Vanguard Small-Cap ETF comprises 0.9% of Moneywise […]