ProVise Management Group LLC decreased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 39.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 16,080 shares of the company’s stock after selling 10,339 shares during the quarter. ProVise Management Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $821,000 at the […]
ProVise Management Group LLC cut its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 5.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,996 shares of the company’s stock after selling 728 shares during the quarter. ProVise Management Group […]
ProVise Management Group LLC cut its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 21.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 20,884 shares of the company’s stock after selling 5,855 shares during the period. ProVise Management Group LLC’s holdings in […]
ProVise Management Group LLC reduced its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 46.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,795 shares of the exchange traded fund’s stock after selling 6,824 […]
ProVise Management Group LLC increased its holdings in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,486 shares of the biopharmaceutical company’s stock after purchasing an additional 47 shares during the quarter. […]