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Voisard Asset Management Group Inc. Invests $830,000 in JPMorgan Chase & Co. (NYSE:JPM)

Voisard Asset Management Group Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,882 shares of the financial services provider’s stock, valued at approximately $830,000. JPMorgan Chase & […] ....

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Elevate Wealth Advisory Inc. Invests $65,000 in iShares Global REIT ETF (NYSEARCA:REET)

Elevate Wealth Advisory Inc. acquired a new position in iShares Global REIT ETF (NYSEARCA:REET – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,699 shares of the company’s stock, valued at approximately $65,000. Several other institutional investors have also recently modified […] ....

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CVA Family Office LLC Reduces Stock Position in Caterpillar Inc. (NYSE:CAT)

CVA Family Office LLC lessened its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 4.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,881 shares of the industrial products company’s stock after selling 141 shares during the quarter. CVA Family Office LLC’s […] ....

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