Glassman Wealth Services trimmed its holdings in Bank of America Co. (NYSE:BAC) by 5.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,059 shares of the financial services provider’s stock after selling 1,212 shares during the quarter. Glassman Wealth Services’ holdings in Bank of […]
Glassman Wealth Services trimmed its holdings in BlackRock, Inc. (NYSE:BLK – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 726 shares of the asset manager’s stock after selling 24 shares during the period. Glassman Wealth Services’ […]
Glassman Wealth Services lowered its holdings in Danaher Co. (NYSE:DHR – Free Report) by 16.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,561 shares of the conglomerate’s stock after selling 309 shares during the period. Glassman Wealth Services’ holdings in […]
Glassman Wealth Services lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 21.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,753 shares of the company’s stock after selling 749 shares during the period. Glassman […]
Glassman Wealth Services raised its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,324 shares of the utilities provider’s stock after buying an additional 238 shares during the period. Glassman Wealth […]