Trellis Advisors LLC purchased a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 2,276 shares of the entertainment giant’s stock, valued at approximately $228,000. Several other hedge funds also recently modified […]
Trellis Advisors LLC decreased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 69,220 shares of the company’s stock after selling 841 shares during the quarter. […]
Trellis Advisors LLC grew its stake in American Express (NYSE:AXP – Free Report) by 5.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,137 shares of the payment services company’s stock after acquiring an additional 105 shares during the period. Trellis […]
/PRNewswire/ Hightower today announced it facilitated a sub-acquisition on behalf of Highland Private Wealth Management (Highland), its advisory business.