BSW Wealth Partners boosted its position in shares of Visa Inc. (NYSE:V – Free Report) by 1.2% in the fourth quarter, HoldingsChannel reports. The fund owned 4,921 shares of the credit-card processor’s stock after purchasing an additional 60 shares during the quarter. BSW Wealth Partners’ holdings in Visa were worth $1,281,000 as of its most […]
Walter & Keenan Wealth Management LLC IN ADV lessened its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,395 shares of the social networking company’s stock after selling 63 shares […]
Walter & Keenan Wealth Management LLC IN ADV grew its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,065 shares of the company’s stock after purchasing […]
Walter & Keenan Wealth Management LLC IN ADV raised its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 91,489 shares of the company’s […]
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