Beacon Bridge Wealth Partners LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 25.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 188,458 shares of the company’s stock after purchasing an additional 38,415 shares during the […]
Financial Partners Group LLC grew its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 10,431 shares of the exchange traded fund’s stock after buying an additional 413 shares during the quarter. Financial […]
Banco BTG Pactual S.A. bought a new stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 5,485 shares of the Wireless communications provider’s stock, valued at approximately $872,000. Several other large investors have also recently […]
Chesapeake Wealth Management lowered its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,432 shares of the utilities provider’s stock after selling 320 shares during the quarter. […]
Chesapeake Wealth Management trimmed its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,427 shares of the medical research company’s stock after selling 71 shares during the […]