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Concentric Wealth Management LLC Has $2.36 Million Position in Medtronic plc (NYSE:MDT)

Concentric Wealth Management LLC increased its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,693 shares of the medical technology company’s stock after purchasing an additional 2,280 shares […]

Canada
Michael-marinaro
Geoffrey-martha
Goldman-sachs-group
Needham-company
Europe-london
Concentric-wealth-management
First-financial-bankshares-inc
Exchange-commission
Jacobi-capital-management
Nebula-research-development
Royal-bank

Exxon Mobil Co. (NYSE:XOM) is Pin Oak Investment Advisors Inc.'s 9th Largest Position

Pin Oak Investment Advisors Inc. boosted its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 28.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 26,412 shares of the oil and gas company’s stock after acquiring an additional 5,772 […]

United-states
Washington
Darrinl-talley
Jacobi-capital-management
Barclays
Morgan-stanley
Putnam-investments
Exxon-mobil
Exxon-mobil-corporation
Exxon-mobil-co
First-financial-bankshares-inc

Abbott Laboratories (NYSE:ABT) Shares Acquired by Pin Oak Investment Advisors Inc.

Pin Oak Investment Advisors Inc. grew its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 7.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 3,054 shares of the healthcare product maker’s stock after buying an additional 202 shares during the period. Pin Oak Investment Advisors Inc.’s holdings in Abbott Laboratories were worth […]

Canada
Lisad-earnhardt
Roberte-funck
Goldman-sachs-group
First-financial-bankshares-inc
Ethic-inc
Holdings-channel
Jacobi-capital-management
Barclays
Citigroup
Hancock-whitney-corp

Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Sold by Creative Planning

Creative Planning lessened its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,855,665 shares of the company’s stock after selling 19,552 shares during the quarter. Creative Planning owned about 0.82% […]

First-financial-bankshares-inc
Sollinda-capital-management
Elevate-wealth-advisory-inc
Creative-planning
Vanguard-small-cap
Free-report
Financial-bankshares-inc
Wealth-advisory

Chicago Wealth Management Inc. Makes New $4.82 Million Investment in SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

Chicago Wealth Management Inc. acquired a new position in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 91,962 shares of the exchange traded fund’s stock, valued at approximately $4,822,000. SPDR S&P Regional Banking ETF comprises […]

Wellington
New-zealand-general
New-zealand
Chicago
Illinois
United-states
Chicago-wealth-management-inc
Bancorp-inc
Privatebancorp-inc
Keycorp
Webster-finl-corp-conn

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