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Prospect Financial Services LLC Takes Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Prospect Financial Services LLC purchased a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 6,243 shares of the company’s stock, valued at approximately $475,000. Several other […]

Salesforce, Inc (NYSE:CRM) Holdings Increased by Shariaportfolio Inc

Shariaportfolio Inc. increased its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 3.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,190 shares of the CRM provider’s stock after acquiring an additional 120 shares during the period. Salesforce makes […]

Salesforce, Inc (NYSE:CRM) Stock Holdings Increased by MayTech Global Investments LLC

MayTech Global Investments LLC lifted its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 99,755 shares of the CRM provider’s stock after acquiring an additional 176 shares during the quarter. Salesforce accounts […]

Concentric Wealth Management LLC Grows Position in AvalonBay Communities, Inc (NYSE:AVB)

Concentric Wealth Management LLC boosted its holdings in shares of AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 5.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,859 shares of the real estate investment trust’s stock after acquiring […]

Comerica Bank Sells 29,269 Shares of RTX Co (NYSE:RTX)

Comerica Bank reduced its holdings in shares of RTX Co. (NYSE:RTX – Free Report) by 3.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 859,243 shares of the company’s stock after selling 29,269 shares during the period. Comerica Bank owned about 0.06% of RTX worth $72,297,000 at […]

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