Occidental Asset Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 22.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 42,191 shares of the exchange traded fund’s stock after buying an additional 7,792 shares […]
Talisman Wealth Advisors LLC Takes Position in Linde plc (NYSE:LIN) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Pinnacle West Asset Management Inc. bought a new position in The Coca-Cola Company (NYSE:KO – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,775 shares of the company’s stock, valued at approximately $606,000. A number of other hedge funds […]
Talisman Wealth Advisors LLC grew its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 12.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 21,510 shares of the company’s stock after purchasing an additional 2,445 shares during the period. Schwab US Dividend […]
Talisman Wealth Advisors LLC grew its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 17.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 910 shares of the medical research company’s stock after buying an additional 135 shares […]