True Wealth Design LLC lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,570 shares of the company’s stock after selling 45 shares during the […]
True Wealth Design LLC decreased its holdings in shares of Shell plc (NYSE:SHEL – Free Report) by 5.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,113 shares of the energy company’s stock after selling 674 shares during the quarter. True Wealth Design LLC’s […]
True Wealth Design LLC raised its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 4.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,877 shares of the company’s stock after buying an additional 271 shares during the period. True Wealth Design […]
Vivaldi Capital Management LP lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,895 shares of the company’s stock after selling 751 shares during […]
Vivaldi Capital Management LP reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 13.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,160 shares of the healthcare conglomerate’s stock after selling 323 shares during the period. Vivaldi […]