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10,811 Shares in The Coca-Cola Company (NYSE:KO) Acquired by Monument Group Wealth Advisors LLC

Monument Group Wealth Advisors LLC bought a new stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm bought 10,811 shares of the company’s stock, valued at approximately $637,000. Coca-Cola accounts for 0.5% of Monument Group Wealth Advisors LLC’s portfolio, making the stock its 15th largest […]

Demars Financial Group LLC Reduces Stock Holdings in Fidelity MSCI Energy Index ETF (NYSEARCA:FENY)

Demars Financial Group LLC trimmed its position in Fidelity MSCI Energy Index ETF (NYSEARCA:FENY – Free Report) by 91.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 16,629 shares of the company’s stock after selling 169,869 shares during the quarter. Demars Financial Group […]

Demars Financial Group LLC Purchases Shares of 22,453 Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE)

Demars Financial Group LLC purchased a new stake in shares of Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 22,453 shares of the company’s stock, valued at approximately $613,000. Several other institutional investors […]

Stock Yards Bank & Trust Co Boosts Stock Holdings in Exxon Mobil Co (NYSE:XOM)

Stock Yards Bank & Trust Co Boosts Stock Holdings in Exxon Mobil Co (NYSE:XOM)
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Burt Wealth Advisors Lowers Position in Exxon Mobil Co (NYSE:XOM)

Burt Wealth Advisors lessened its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,925 shares of the oil and gas company’s stock after selling 100 shares during the quarter. Burt […]

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