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Eli Lilly and Company (NYSE:LLY) Shares Sold by Northcape Wealth Management LLC

Northcape Wealth Management LLC trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 7.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,287 shares of the company’s stock after selling 619 shares during the quarter. Eli Lilly and […]

Stonebridge Financial Planning Group LLC Takes $167,000 Position in VanEck BDC Income ETF (NYSEARCA:BIZD)

Stonebridge Financial Planning Group LLC bought a new position in VanEck BDC Income ETF (NYSEARCA:BIZD – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 10,384 shares of the company’s stock, valued at approximately $167,000. A number of other institutional investors […]

Stonebridge Financial Planning Group LLC Makes New $205,000 Investment in FT Vest U S Equity Buffer ETF May (BATS:FMAY)

Stonebridge Financial Planning Group LLC Makes New $205,000 Investment in FT Vest U S Equity Buffer ETF May (BATS:FMAY)
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Stonebridge Financial Planning Group LLC Invests $221,000 in SPDR S&P Retail ETF (NYSEARCA:XRT)

Stonebridge Financial Planning Group LLC purchased a new position in shares of SPDR S&P Retail ETF (NYSEARCA:XRT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,050 shares of the exchange traded fund’s stock, valued at approximately $221,000. A […]

Stonebridge Financial Planning Group LLC Takes Position in VanEck Floating Rate ETF (NYSEARCA:FLTR)

Stonebridge Financial Planning Group LLC purchased a new stake in VanEck Floating Rate ETF (NYSEARCA:FLTR – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 9,805 shares of the company’s stock, valued at approximately $247,000. Several other hedge […]

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