Beacon Harbor Wealth Advisors Inc. increased its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 91,655 shares of the company’s stock after purchasing an additional 2,988 […]
Summit Asset Management LLC reduced its position in Oracle Co. (NYSE:ORCL – Free Report) by 5.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,204 shares of the enterprise software provider’s stock after selling 175 shares during the period. Summit Asset Management LLC’s holdings in Oracle were […]
Summit Asset Management LLC Has $335,000 Holdings in Wells Fargo & Company (NYSE:WFC) kopsource.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from kopsource.com Daily Mail and Mail on Sunday newspapers.
Summit Asset Management LLC Boosts Stock Holdings in The Home Depot, Inc (NYSE:HD) kopsource.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from kopsource.com Daily Mail and Mail on Sunday newspapers.
Summit Asset Management LLC boosted its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 285,229 shares of the company’s stock after acquiring an additional 4,212 shares during […]