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ZRC Wealth Management LLC Takes $246,000 Position in Colgate-Palmolive (NYSE:CL)

ZRC Wealth Management LLC acquired a new position in shares of Colgate-Palmolive (NYSE:CL – Free Report) during the fourth quarter, HoldingsChannel reports. The firm acquired 3,080 shares of the company’s stock, valued at approximately $246,000. A number of other large investors have also recently added to or reduced their stakes in CL. Dimensional Fund Advisors […]

ZRC Wealth Management LLC Acquires 940 Shares of Mondelez International, Inc (NASDAQ:MDLZ)

ZRC Wealth Management LLC raised its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 61.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,477 shares of the company’s stock after purchasing an additional 940 shares during the period. […]

Broadcom Inc (NASDAQ:AVGO) Shares Bought by ZRC Wealth Management LLC

Broadcom Inc (NASDAQ:AVGO) Shares Bought by ZRC Wealth Management LLC
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ZRC Wealth Management LLC Takes $810,000 Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

ZRC Wealth Management LLC acquired a new position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 5,586 shares of the company’s stock, valued at approximately $810,000. A number of other institutional investors also recently […]

ZRC Wealth Management LLC Boosts Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

ZRC Wealth Management LLC grew its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 168.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 20,834 shares of the company’s stock after buying an additional 13,074 shares during the period. ZRC […]

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